Treasury Management Relationship Manager

CapEd Credit Union • Meridian, ID

1d • $71,981 • Hybrid

About The Position

The Treasury Management Relationship Manager contributes to the fulfilment of CapEd’s strategic financial plan by contacting potential business members to foster and obtain new business deposit relationships and expand the credit union’s portfolio. This position educates business members on deposit services and the full range of credit union products with the goal of growing, retaining and expanding CapEd’s business relationship portfolio. This position is responsible for completing essential functions utilizing procedures and policies to guide actions for decision making within established Treasury Management parameters.

Requirements

• Experience: Five years to eight years of similar or related experience.
• Education: (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g. information technology certifications in lieu of a degree), or (3) five to eight years of practical experience in relationship management banking.
• Brand Promise and Values: To make a difference - every member experience matters. Employees of CapEd carry out our promise and values of EP!C by being Empowered - We are knowledgeable and trusted to make decisions. Professional - We respectful in creating outstanding experiences. Innovative - We seek new ideas for positive change. Collaborative - We connect with each other to implement solutions.
• Building Loyalty and Trust: Interacting with others in a way that gives them confidence in one’s intentions and those of the organization. Making the needs of others a priority in order to actively build and develop productive internal and external relationships.
• Building Strategic Working Relationships and Partnerships: Identifying opportunities and taking action to develop strategic and collaborative relationships with other areas, teams, departments, or organizations to help achieve business goals.
• Contributing to Team Success: Actively participating as a member of a team to move the team toward the completion of goals.
• Professional Presentation: When given time to prepare, organize ideas efficiently to deliver presentation(s) suited to the characteristics and needs of individuals or groups and ensure that the meetings/presentations serve the business objective.
• Adaptability, Energy, and Stress Tolerance: Taking responsibility to meet member needs and build loyal relationships; Maintaining professional performance and character under pressure, provocation, or ambiguity; Consistently sustaining high levels of activity or productivity with vigor and effectiveness over extended periods of time.
• Change and Action: Encouraging others to seek opportunities to different and innovative approaches for problems and opportunities. Facilitating the implementation and acceptance of change within the workplace while remaining open-minded and accepting other ideas.
• Decision Making: Identifying and understanding key issues and opportunities; using an effective approach for choosing a course of action or developing appropriate solutions based on data and potential outcome analysis, facts, constraints, and organizational values. Committing to a course of action and then taking action.
• Planning and Organizing: Establishing procedures and practices to monitor the results of delegations, assignments, or projects; taking into consideration the skills, knowledge, and experience of the assigned individual and characteristics of the assignment.

Responsibilities

• Offers business members services such as, but not limited to, credit cards, ACH, remote deposit capture, payroll, merchant services, and business online banking.
• Qualifies new business member referrals and assists business members through the full cycle fulfillment process of setting up and servicing business deposit accounts and business services.
• Actively reaches out to current members to retain and deepen business relationships.
• Frequently and consistently collaborates with all member-serving departments to share knowledge and expertise for promoting business deposit products and services.
• Collaborates and coordinates with the marketing department to facilitate promotions and activities for enhancing business relationships. Attend or participate in community affairs as needed.
• Maintains knowledge of all Credit Union products, services, and promotions.
• Contributes to efficient Credit Union operations by performing other job-related duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 51-100 employees