VP Treasurer

Columbia Credit Union • Vancouver, WA

36d • $130,000 - $160,000 • Hybrid

About The Position

IMPORTANT: This position is eligible for Hybrid work only AFTER a six (6) month on site training period. About Columbia Credit Union Columbia CU is a full-service financial institution with $2.3 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. Develop and manage profitability systems. 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

• A Bachelor's degree in a relevant field (such as Accounting, Finance, Economics, etc.).
• 5+ years' experience with financial institution (or related field) analytics, including asset liability and liquidity management theory & principles.
• 2+ years' experience managing investment portfolio.
• Demonstrated skills in Organization, Product and Member Profitability.
• 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.
• Communicate effectively at all levels of the organization and influence change that supports our Vision and Mission to bring people together to make life better for themselves and their communities.
• Leverage formal Leadership and Coaching training programs, with demonstrated ability to use leadership tools and resources for the growth of the functional business units and the organization as a whole.
• Project a can-do attitude to problem solving, and an openness toward evaluating, collaborating and accepting new ideas.

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 system to insure operational and member liquidity needs are met without excessive liquidity including establishing and maintain lines of credit with corresponding institutions and broker/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.
• Oversees 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 recommend 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!

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Number of Employees: 251-500 employees