More Than A Job!
Why do you work each day? To us, our jobs are not just something we do to make a living, it's a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn't measured in dollars and cents, it's seen in our communities and felt by the people who believe in us.
Benefits Include:
- Financial wellbeing services
- 401(K) matching with up to 5% match
- Reduced health insurance
- Employee wellbeing services
- DE&I initiatives
- Work-life balance
Job Summary
This position will play a key role in driving Commercial deposit growth, Treasury Services and deepening
business relationships within Lake Trust. Provide leadership to treasury sales team, collaborate with
Commercial lending team and member engagement leaders. Building relationships with new and existing
commercial and small business members; expanding relationships and uncovering needs. Cultivating
and growing business relations and owning a portfolio. Ongoing review and evaluation of treasury
products and services; for ongoing deepening of relationships and expansion of program. Analyze
treasury products and services for expansion of delivery channel for Lake Trust. Delivery of growth goals
in commercial deposits and treasury channel.
What You'll Do
- Leadership of Treasury Engagement Team and development of team.
- Oversees the strategic direction, development, and execution of treasury management program and services.
- Manage Treasury Portfolio with ongoing growth in depth of portfolio, deposit growth, and treasury products growth.
- Ownership of key business relationships and attracting new business accounts with ongoing ownership of deepening relationship within a portfolio.
- Ensures onboarding satisfaction of Treasury members and follow up for ongoing relationship
- Ensures operational efficiency, client satisfaction, and strategic alignment between sales goals and service delivery acting as a key liaison between relationship managers, e-services, treasury sales/operations, and commercial team.
What You'll Bring
- Ability to analyze and interpret financial data
- Knowledge of Commercial and Treasury product offerings.
- Knowledge of member satisfaction analysis
- Knowledge of credit union regulations, products, policies, procedures, and services.
- Exceptional communication
- Passion for engagement and relationship building.
Education, Training, Experience, Certifications and Licensure
- Bachelor degree in business, finance, or related field or equivalent experience
- Five to 7 years of progressive experience in Commercial Business Development and sales and/or
Treasury Management.
- Significant level of trust and diplomacy.
- In-depth dialogues, conversations, and connection with members and non-members - gaining trust and understanding of needs and opportunities.
- Five years of leadership experience in leading and managing a team.
- Certified Treasury Professional (CTP) or Accredited ACH Professional designation preferred and/or formal Commercial credit training
- Planning and organization - Set priorities and define actions, time and resources needed to achieve goals.
- Networking within business organizations and explore business channels to expand exposure.
- Reliable transportation and ability to travel up to 25%.
What You'll Get
- Ability to collaborate and build a sense of togetherness that contributes to a positive work environment.
- Being open to change and embracing new opportunities can lead to diverse experiences and career advancement.
- By prioritizing member wellbeing, which leads to increased engagement, improved team dynamics, higher levels of motivation and a stronger community culture.