Virginia Credit Union · 3 days ago
Treasury Support Associate - Roanoke
Roanoke, VA
Full-time
Onsite
Mid Level
4+ years expVirginia Credit Union is seeking a Treasury Support Associate to provide a variety of support functions to the treasury management sales and implementation processes. The role involves managing sales referrals, facilitating service setups, and training members on treasury services.
AdviceBankingFinanceFinancial ServicesMortgage
Responsibilities
Manages incoming sales referrals and inquiries from all frontline associates
Prepare any forms necessary for the implementation of new services or maintenance requests
Facilitate the signing and collection of agreements required for the setup of new services
Perform setup specific functions related to all treasury services
Member training of all treasury services to include Business Online Banking
Responds to Treasury Services mailbox incoming servicing and issue inquires, Business Online Banking secure messages and sales opportunities
Maintains various daily, weekly and monthly reports and associated report driven tasks
May perform other duties as assigned
Assists TSO in the management of deposit accounts
Performs all deposit account functions to include opening, maintenance and general inquiries for MBS managed clients
First point of MBS client contact for any treasury service related inquires
Handles MBS client requests for information and resolves problems promptly. Involves TSO only when needed
MBS client training of all treasury services to include Business Online Banking
Coordinates with internal Member Business Services partners’ referral opportunities
Helps develop long-term solutions for business members to ensure business member and account retention
Assists other support for the TSO as directed
Types letters, memos, etc. as needed
Participates in special projects as requested
Accurately perform all Bank Secrecy Act (BSA) and OFAC functions related to opening accounts, account maintenance changes, OFAC verification, reporting suspicious activity to the Security Department, and completing all required training
Other duties may be required and assigned by the Director
Qualification
Required
A minimum of 4 years in a business banking role, at least two of which are deposit account management or treasury services related role
Familiar with business deposit products
Overall knowledge of financial products and services
Understands a business structure and business cash management needs
Experience in being on a team with direct customer/member relationships
Prior experience in servicing business relationships
Experience working with various finance roles of a business
Will maintain a working knowledge of the current treasury products offered
Strong written and verbal communication skills
Strong problem solving and analytical skills
Must be accurate and detail oriented
Must have the ability to work independently as well as with a team
Must be able to multitask and work in a fast-paced environment
Proficient in using Microsoft Office applications
Proficient with various virtual meeting applications
Must be able to work with a sense of urgency
Preferred
College degree is preferred
Sufficient demonstrated experience with results in areas of responsibility may substitute for educational requirements
Company
Virginia Credit Union
Virginia Credit Union provides banking, financial seminars, and advisory services.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$0.07MKey Investors
National Credit Union FoundationVizo Financial Corporate Credit Union
2024-09-26Grant· $0.06M
2024-05-15Grant· $0.01M
Leadership Team
Stephanie Vick
EVP/CFO
Christopher Saneda
Sr. Executive Vice President - Chief Operating Officer
Recent News
Virginia Credit Union
2025-10-09
Virginia Credit Union
2025-08-21
Company data provided by crunchbase