Treasury Management Officer

Peak Credit Union • Remote - OR, OR

4d • $68,960 - $103,440 • Remote

About The Position

This position is responsible for driving deposit growth, fee income, and member satisfaction for Peak Credit Union’s Business Services division. Includes developing new treasury management relationships, expanding and retaining existing member relationships, and serving as a trusted advisor by delivering tailored cash management and payment solutions. Partners closely with Commercial Loan Officers, Small Business Development Officers, and internal teams to provide consultative sales, implementation support, ongoing relationship management, and subject-matter expertise across the credit union’s suite of treasury products and services.

Requirements

• Minimum of three (3) years’ experience in treasury management, cash management, business banking, or a related financial services role.
• Bachelor’s degree in Finance, Business, or a related field of study.
• Strong working knowledge of treasury management, cash management, digital banking, and deposit products and services.
• Demonstrated success in consultative business-to-business sales and relationship management.
• Ability to clearly articulate complex financial solutions in a member-friendly manner.
• Strong analytical, problem-solving, and organizational skills with close attention to detail.
• Proven ability to manage multiple priorities in a fast-paced, relationship-driven environment.
• Excellent written, verbal, and interpersonal communication skills.
• Collaborative mindset with the ability to work effectively across teams.
• Ability to travel locally for member meetings, on-site implementations, and business development activities.
• Valid driver’s license required.

Nice To Haves

• Certified Treasury Professional (CTP) designation
• Prior experience working with small-to-mid-sized businesses strongly preferred.

Responsibilities

• Develops and executes a treasury management sales strategy focused on new business acquisition and deepening existing member relationships.
• Conducts in-person and virtual sales calls, needs assessments, and on-site evaluations for prospective and existing business members.
• Maintains a strong pipeline of opportunities and consistently meets or exceeds deposit and fee income/revenue goals.
• Prepares and delivers tailored treasury management proposals, pricing recommendations, and presentations.
• Leads the full treasury management sales cycle, including discovery, proposal development, implementation coordination, and onboarding support.
• Serves as a key contributor to the continued build-out, enhancement, and evolution of the Credit Union’s treasury management product suite, providing frontline insight into member needs, competitive gaps, and market trends.
• Partners with Business Services leadership, digital banking, operations, risk, IT, and vendor partners to identify, evaluate, and recommend new treasury products, services, and technology enhancements that support business member growth and operational efficiency.
• Serves as the primary treasury management advisor for assigned business members, ensuring solutions continue to align with their operational and financial needs.
• Coordinates calling efforts with Commercial Loan Officers and other internal partners to identify cross-selling opportunities and provide holistic financial solutions.
• Conducts periodic account reviews, including transaction activity, limits (ACH, wires, RDC), and service utilization.
• Supports members with the set-up and ongoing use of treasury management services both remotely and on-site, as needed.
• Assesses operational and risk considerations related to treasury management services in collaboration with internal partners.
• Represents Peak Credit Union in the community at business networking events, trade shows, and treasury-related industry functions as appropriate.
• Maintains strong awareness of treasury management trends, competitor offerings, and industry best practices.
• All other duties as assigned.

Benefits

• Medical, dental, vision and life insurance coverage
• Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage
• Health Care FSA (HCFSA)
• Health Savings Account (HSA) with employer contributions
• Dependent Care FSA (DCFSA)
• Life and AD&D insurance
• 401k plan
• 8 hours of vacation per month
• 8 hours of sick leave per month
• 11 paid holidays
• 1 floating holiday
• 16 hours of self-care time
• 16 hours of volunteer time

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level