Treasury Relationship Manager - Eastman Credit Union

Summary:

The Treasury Relationship Manager will be responsible for cultivating new business relationships and fostering growth with existing clients. The role will involve identifying and pursuing potential opportunities, providing expert guidance on our comprehensive range of treasury management products and services, and ensuring that members are fully informed about the benefits of partnering with ECU. This position will also play a key role in building strong relationships with members, acting as a trusted advisor, and referring them to other relevant ECU products and services as needed.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Essential Duties and Responsibilities include the following. Other duties may be assigned.

  ·Business Development: Actively seek out and cultivate new business relationships within the treasury management sector.

  ·Relationship Management: Strengthen and maintain existing member relationships.

  ·Product Expertise: Provide expert knowledge of treasury management products, services, and tailored solutions.

  ·Member Advisor: Serve as a trusted advisor, recommending appropriate financial solutions to meet members’ needs.

  Responsibilities:

  ·Business Development:

  oIdentify and pursue potential business opportunities within ECU’s field of membership and beyond.

  oNetwork with local business leaders to promote ECU's deposit and lending solutions.

  oDevelop new business relationships through targeted outreach and relationship development efforts.

  oMaintain a database of prospective business members for future engagement.

  oCoordinate and present continuing business education to the community.

  oAttend appropriate events to build relationships and identify opportunities.

  oCollaborate with regional directors and branch staff to ensure effective outreach and support.

  oIdentify potential sponsorship opportunities to enhance ECU's visibility.

  ·Member Service:

  oProvide exceptional member service through excellent communication, responsiveness, and follow-up.

  oMaintain a strong understanding of the treasury management industry and share this knowledge with business members.

  oEducate members on audit requirements related to ACH origination, positive pay software, and other financial instruments.

  ·Product Knowledge:

  oStay informed about ECU's full range of business products and services.

  oUnderstand the benefits and applications of various business accounts, deposits, loans, and other financial offerings.

  ·Business Onboarding:

  oConduct reviews with prospective business owners to assess their needs and recommend appropriate solutions.

  oGather necessary application data and assist with the onboarding process.

  oManage a pipeline of potential new business members.

  oCoordinate with Business Services and Branch Operations management and staff to address business deposit needs.

  ·Reporting:

  oPrepare and submit monthly activity reports.

  oAssist team members in other regions as needed.

  ·Compliance:

  oAdhere to strict confidentiality standards for member accounts and ECU corporate information.

  oPrioritize personal safety and awareness at events.

  oMaintain a working knowledge of regulatory compliance, including ACH regulations, Autobooks, check ordering, and other relevant financial instruments.

• Bachelor's degree (B. A.) from four-year college or university; or two years related experience and/or training; or equivalent combination of education and experience.
• Demonstrated success in business development and meeting production goals
• Demonstrated ability to establish network of referral business