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Korn Ferry · 1 day ago

Treasury Management Officer

San Antonio, TX

Full-time

Onsite

Mid Level

$100K/yr - $120K/yr

3+ years exp

Firstmark Credit Union is a member-owned financial cooperative committed to education and community service. The Treasury Management Officer will be responsible for launching and scaling the credit union's commercial deposit and treasury services, collaborating across departments to develop products and manage client relationships.

Management Consulting

H1B Sponsor Likely

Responsibilities

Lead the development and implementation of Firstmark’s treasury management product suite, collaborating across departments to define systems, processes, and solutions

Prospect, market, sell, and cross-sell commercial depository services and treasury management products to new and existing business clients

Partner with Commercial Loan Officers for networking, referral, and cross-sell opportunities

Facilitate the opening and onboarding of commercial deposit accounts and services

Maintain ongoing client relationships and ensure service needs are met with professionalism and responsiveness

Serve as a liaison between clients and internal departments to support product implementation and resolve service issues

Ensure all treasury agreements are maintained in compliance with product guidelines, regulatory standards, and applicable U.S. laws

Provide client training and support for all treasury products and services sold

Recommend enhancements to cash management procedures through continuous analysis of current practices

Represent Firstmark Credit Union professionally in all internal and external engagements

Qualification

Cash management salesBusiness developmentCertified Treasury ProfessionalMicrosoft Office SuiteCompliance knowledgeInterpersonal skillsTime managementCommunication skillsTeam collaboration

Required

Minimum of 3 years of experience in cash management sales and service

Strong business development and interpersonal skills to establish and maintain professional relationships

High level of tact, integrity, and customer orientation, with frequent senior-level interactions

Advanced time management skills with the ability to prioritize in a dynamic environment

Ability to work independently and collaboratively across departments

Strong verbal and written communication skills

Proficiency in Microsoft Office Suite and ability to quickly learn new systems

Working knowledge of NCUA and State compliance laws, regulations, and Firstmark policies

Alignment with Firstmark's shared values: Happy, Helpful, Honest, Humble, and Hungry (Driven)

Preferred

Certified Treasury Professional (CTP) designation preferred

Bachelor's degree in a business-related field preferred

Company

Korn Ferry

Glassdoor3.5

Korn Ferry is a global consulting firm that powers performance.

Founded in 1969

Los Angeles, CA, US

10001+ employees

http://www.kornferry.com

H1B Sponsorship

Korn Ferry has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (11)

2024 (11)

2023 (5)

2022 (16)

2021 (12)

2020 (25)