Business Deposits & Treasury Manager

Kirtland Federal Credit UnionAlbuquerque, NM
3dOnsite

About The Position

Working at Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow, and advance in any direction they choose. We offer a highly competitive salary, great benefits package and an energetic, vibrant work environment. We are currently seeking a Business Deposits & Treasury Manager to join Kirtland Credit Union! This is a regular, full-time, 100% On-Site position based at our Gibson Operations Center in Albuquerque. Join the rest of our teammates and become eligible for a generous benefits package that we offer: Medical, Dental and Vision Insurance 401(k) Retirement savings program 401 (k) employer match Paid time off with accrual starting from day one. 11 Paid holidays off during the year! Tuition Reimbursement for College Degrees Employee Clothing Advance Fitness Reimbursement Program Employer paid Life Insurance Employee Assistance Program Employer paid Short- and Long-Term Disability Insurance Travel Assistance Program This is what we would like you to do: Responsible for overseeing the Business & Treasury team. This position will help develop long term training for the retail branch staff on business documentation, ownership, signers, products and business account opening. This position will over see larger complex commercial deposit account relationships and business service offerings to fit the relationship needs of our membership, along with their staff. This position will attend sales call with staff and Commercial Lending partners. This position is responsible for self-sourcing Deposit and Treasury focused relationships to grow the Credit Union’s Business Deposit Portfolio.

Requirements

  • High School Diploma or equivalent
  • College degree in business, finance, or a related field; or equivalent experience required.
  • Three to Five years prior experience in commercial and business deposits and products.
  • Supervisory experience required.
  • Experience working and maintaining 3rd party vendor relationships is required.
  • Thorough knowledge of business account services and procedures.
  • Familiarity with commercial and business loan programs.
  • Thorough knowledge of treasury products and services.
  • Strong leadership and supervisory skills.
  • Accurate and attentive to detail.
  • Well organized.
  • Strong communication and negotiation skills.
  • Ability to assist others.
  • Strong ability to present and speak in front of a group.

Responsibilities

  • Assumes responsibility for the effective performance of the Business Deposit & Treasury Department and staff to include overseeing account opening as needed.
  • Opens, monitors, maintains and services business accounts as needed.
  • Monitors accounts for kiting activity or any other unusual activity.
  • Provides an analysis and proposal to potential KCU members of what we offer vs what they currently have.
  • Monitors monthly fees charged to businesses and assess needs to change the fee structure to the VP of Business Services.
  • Works with the Sr. Loan Portfolio Manager to provide monthly reports on growth for the deposit portfolio, Business Services pentration from internal offerings and external vendors and fee income growth month over Month.
  • Assumes responsibility for the effective administration of Business Services functions.
  • Monitors and evaluates work quality, efficiency, and productivity.
  • Ensures that completed work is of the highest quality.
  • Provides suggestions for improved service delivery and business deposit portfolio management.
  • Seeks new methods to accomplish departmental tasks.
  • Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Credit Union personnel and with management.
  • Effectively supervises Department personnel, ensuring optimal performance.
  • Ensures that personnel are well trained, effective, and optimally utilized.
  • Identifies training needs and develops appropriate training programs.
  • Conducts training sessions and cross-trains as appropriate.
  • Assumes responsibility for ensuring that professional business relations exist with members and business professionals.
  • Assumes responsibility for related duties as required or assigned.

Benefits

  • Medical, Dental and Vision Insurance
  • 401(k) Retirement savings program
  • 401 (k) employer match
  • Paid time off with accrual starting from day one.
  • 11 Paid holidays off during the year!
  • Tuition Reimbursement for College Degrees
  • Employee Clothing Advance
  • Fitness Reimbursement Program
  • Employer paid Life Insurance
  • Employee Assistance Program
  • Employer paid Short- and Long-Term Disability Insurance
  • Travel Assistance Program
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