ICCU · 3 months ago
Treasury Relationship Officer - Tucson
Tucson, AZ
Full-time
Onsite
Mid LevelIdaho Central Credit Union is seeking a Treasury Relationship Officer to partner with various loan and relationship officers to manage and expand business member relationships with treasury management needs. The role focuses on acquiring new business deposits, retaining existing ones, and developing sales strategies to support revenue growth in treasury services.
BankingCredit BureauFinancial ServicesInsurance
Responsibilities
Partner with Commercial Loan Officers (CLO), Business Relationship Officers (BRO) and Private Client Officers (PCO) to manage book of business to deepen existing relationships through proactive identification of treasury management solutions to prospects and existing business members
Develop sales approach to support revenue growth of treasury services
Maintain and develop a strong network and pipeline, to include sourcing independent treasury opportunities in assigned region. Expand and develop account relationships through business development, and community involvement
Coordinate the set-up, pricing and delivery of treasury and payment solutions when working with the CLO, BRO, and PCO in respective regions
Conduct quarterly internal training sessions on product changes and Treasury Management services with line of business partners
Lead effective relationship reviews identifying additional opportunities to expand services and revenue
Meet or exceed Treasury Management sales goals by directly selling ICCU business products and services to new and existing business members; develop new commercial, public sector, and non-profit account relationships
Ensure understanding and compliance with all regulations, policies, and procedures
Represent Idaho Central Credit Union, developing new leads and promoting a favorable image in all business activities in the community
Leverage opportunities to educate both line of business and business members on basic and advanced treasury management solutions to enhance expertise on working capital
Act with sense of urgency to respond to business member and line of business requests to maximize trusted advisor status
Additional duties as assigned
Qualification
Required
Bachelor's Degree or similar Treasury Management work experience
Proven track record of success in a business member focused environment with focused sale/service goals
Ability and willingness to work a flexible schedule Mon-Fri and occasional weekends
Strong financial acumen including the ability to read and understand income statements
Exceptional negotiating and closing skills
Strong communication skills
Ability to effectively utilize consultative and strategic solution selling skills and deliver products and services based on identified value proposition
Good interpersonal relations and a cooperative and positive attitude towards members and staff
Ability to determine member needs and cross sell Credit Union services
Professional in appearance, attendance, quality, and quantity of work performed
Ability to work under pressure and conflicting situations
Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by Idaho Central Credit Union
Must be eligible for membership at Idaho Central Credit Union to obtain employment
Company
ICCU
ICCU is the premier credit union in Idaho and offers full-service locations throughout the Treasure Valley, Magic Valley, Eastern Idaho, North Idaho, Washington, and Arizona.
Founded in 1940
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$80M2023-11-20Debt Financing· $80M
Leadership Team
Brenda Worrell
Chief Executive Officer
Brian Berrett
Chief Financial Officer
Recent News
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