VP Treasurer

Columbia Credit Union•Vancouver, WA

1d•Hybrid

About The Position

Columbia CU is a full-service financial institution with $2.5 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions: Best of Clark County Award / The Columbian - 2008-2025 Best in Business Award / Vancouver Business Journal - 2013-2024 Corporate Philanthropy Award / Portland Business Journal - 2017-2025 COLUMBIA CU GUIDING PRINCIPLES Vision: The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve. Mission: Bringing people together to make life better for themselves and their communities. Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want. Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams. CORE VALUES People - We have a passion for helping each other and our members. Community - We have a passion for contributing to the success and growth of the communities we serve. Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve. ABOUT THE ROLE Responsible for active management of the asset/liability position of the credit union, supported by recommending strategies for current and future products. Management of the investment portfolio under the direction of the Chief Financial Officer. Maintain lines of credit with corresponding institutions, providing access to liquidity and other means of balance sheet management. Provide complex ongoing and ad-hoc financial and system analysis, recommendations and system configurations, supporting key objectives for current and long-term business plans and strategies. Proactively manages assigned vendors and collaborates and leads people with integrity and enthusiasm.

Requirements

7+ years of progressive experience in treasury, finance, or a related financial function, with demonstrated impact through Asset Liability and liquidity management in complex or varied economic environments.
4+ years’ experience in people leadership including cross‑functional teams, coaching talent, and building high‑performing, future‑ready individual; financial institution leadership experience is preferred.
2+ years of experience leading analysis of future investment opportunities and advising senior leadership on treasury investment strategy is preferred.
Bachelor’s degree in Accounting/Finance or related, or equivalent experience in lieu of degree.
Experience developing and evolving treasury products, services, or capabilities.
Demonstrated strong quantitative analytical, organizational and project management skills. Excellent verbal and written communication skills including MS Office suite with demonstrated advanced skills in Excel.

Nice To Haves

financial institution leadership experience is preferred.
2+ years of experience leading analysis of future investment opportunities and advising senior leadership on treasury investment strategy is preferred.

Responsibilities

Provide people leadership that inspires enthusiasm and accountability that drives our Mission. Build engagement and communicate honestly and openly. Rally coworkers around our shared vision, modeling and expecting the best from individuals and your team.
Key player in ad hoc analysis of various aspects of the credit union operations, including strategic overarching analysis such as market footprint and prioritization assessments.
Collaborates with business intelligence and others as a key data steward, especially as it pertains to membership, balance sheet, and profit.
Manages assigned vendors including, completing vendor due diligence, annual reviews, and ongoing approvals of invoices to ensure billing follows contractual agreements. Works diligently to optimize pricing and services, managing renewals and coordinating appropriate RFIs or RFPs from competitors.
Develop and manage cash flow systems to ensure operational and member liquidity needs are met without excessive liquidity including establishing and maintaining lines of credit with corresponding institutions and brokers/dealers.
Maintain investment portfolio under the direction of the Chief Financial Officer according to policies and procedures. Explore investment opportunities for increasing the return on investments while meeting asset/liability goals. Serve as liaison with regulators as appropriate.
Member of Asset/Liability Committee (ALCO) and its Loan and Deposit Pricing sub-committees. Oversee monthly and quarterly asset/liability analysis for ALCO, present findings and recommend strategies. Serve as liaison with regulators as appropriate.
Key player in development of products, services and processes. Follow through on opportunities to increase revenue and improve engagement through product offerings that are consistent with Columbia’s deposit, loan, investment and income strategies.
Establish and supervise maintenance of organization, product and member profitability systems. Present findings and recommended strategies.
Participates in Change Management meetings, and reviews internal and external content for accuracy, monitors and recommends changes in deposit rates and fee schedule. Coordinates with VP Director Commercial & Business Services regarding business/commercial deposit-related content and pricing approvals.
Participate in the annual balance sheet budget process. Provide membership and deposit growth and attrition projections and update monthly key metrics.
Manage Lock Desk for Mortgage Lending.
Key player working with Lending teams on consistent reporting for committee and regulatory reporting.

Benefits

100% paid Medical, Dental, Vision for employee - eligible the 1st of the month following hire date
Accrued PTO, Accrued Extended Sick Time and 11 Paid Bank Holidays
401k Match- 100% match up to 6% employee contribution
A hybrid home office option can be considered in Vancouver, Washington or Portland, Oregon after all on-site training has been completed and all work from home requirements are met.
Tuition Assistance
And More!

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