Senior Vice President/Treasury Management - GreenState Credit Union

Position Summary:

POSITION SUMMARY:

The Senior Vice President of Treasury Management is a strategic leader responsible for driving the growth and profitability of treasury management services. This role focuses on developing new business opportunities, cross-selling services to existing clients, and managing comprehensive cash management relationships. Collaborating closely with the Commercial Team, the Senior Vice President will oversee the sales and implementation of Treasury Management and Commercial Deposit Services, ensuring seamless integration and exceptional ongoing support for business clients. Key responsibilities include expanding the current market presence while identifying and building strategies for future market opportunities. The Senior Vice President will leverage market insights to enhance service offerings, optimize client engagement, and foster long-term relationships. With a commitment to innovation and excellence, the Senior Vice President will play a pivotal role in shaping the treasury management strategy and driving the overall success of the organization.

 

GREENSTATE CULTURE:

At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities.

 

Salary range for this position is $169,912.86 - $227,412.64 with a progressive benefit package. 

 

This is an on-site position that will sit at one of the following locations: Naperville, IL branch, a Des Moines, IA market branch, or our North Liberty Financial Center (North Liberty, IA).

Essential Duties and Responsibilities:

1. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.
2. Demonstrates a positive member service (internal and external) focus at all times.
3. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
4. Ensures confidentiality of member information.
5. Supports a diverse and inclusive work environment.
6. Collaborates with the Commercial Team to serve as a referral source and drive business development initiatives.
7. Collaborates with treasury management team to sell depository products and services to GreenState Credit Union members using a consultative selling approach.
8. Develops an onboarding system for bringing on new clients and ensures training materials are up to date and accurate.
9. Works with leaders throughout the organization to ensure treasury management products and services are widely recognized and utilized.
10. Performs market research and develops pricing strategies across all relevant markets to ensure rates and fees align with industry standards.
11. Creates a departmental strategic plan for entering new markets and outlines growth strategies for existing markets.
12. Prepares and presents Requests for Proposals (RFPs) for public and not-for-profit bids on behalf of GreenState.
13. Collaborates with Compliance, BSA, Fraud, Accounting, and deposit operations to ensure adherence to all credit union policies, procedures, and regulatory requirements for depository accounts and treasury management services.
14. Partners closely with the Vice President of Treasury Finance and the Chief Commercial Officer to align on the vision for growth strategy and all depository gathering initiatives.
15. Partners with Chief Commercial Officer to align goals with the Credit Union’s overall strategic objectives.
16. Serves as the liaison for Merchant Credit Card Processing between GreenState Credit Union business members and our third-party provider.
17. Oversees annual and semi-annual reviews of Treasury Management relationships
18. Responsible for preparing and delivering applicable reports for the Executive Leadership Team and the Board of Directors.
19. Accountable for reporting, ensuring compliance, maintaining service standards, handling pricing exceptions, managing portfolio risk, and other duties as assigned.

Job Requirements/Expectations:

1. Bachelor's degree (B.A.) in Business, Finance, or a related field.
2. Seven to ten years banking experience or training, with a minimum of 5 years' experience in treasury management.
3. Individual must have knowledge of ACH, remittance processing, on-line banking, remote capture, disbursement services, and reconciliation services.
4. Certified Treasury Professional (CTP) designation preferred. Monthly education and renewal of the CTP are essential to keep this position competitive.
5. Strong analytical and financial acumen, with the ability to interpret complex financial data.
6. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
7. Ability to apply concepts of basic algebra and geometry.
8. Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
9. Ability to deal with problems involving several concrete variables in standardized situations.
10. Proficiency with word processing, spreadsheets, internet, and banking software packages.

Reporting Relationship:This position reports to the Chief Commercial & Wealth Officer.Supervisory Responsibilities:This position is responsible for the supervision of others.Equal Opportunity Employment Statement:GreenState Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.#LI #ID