CapEd Credit Union · 18 hours ago
Treasury Management Relationship Manager Senior
Meridian Administration - MERIDIAN, ID 83642
Full-time
Onsite
Mid, Senior Level
$86K/yr - $86K/yr
5+ years expCapEd Credit Union is dedicated to promoting financial well-being and community enrichment. They are seeking a Treasury Management Relationship Manager Senior to provide business deposit services, educate members on products, and enhance business relationships while supporting the Treasury Management team.
BankingCreditEducationFinanceFinancial ServicesLendingNon Profit
Responsibilities
Contacts potential business members of high value or complex service requirements to foster and obtain new business deposit relationships and expand the credit union’s portfolio. Offers services such as credit cards, ACH, remote deposit capture and merchant services to business members. Qualifies new business member referrals and assists business members through the full cycle fulfillment process of setting up and servicing business deposit accounts, remote check deposit, business ACH, business Visas and business e-banking services
Maintains the business portfolio and reaches out to current members with the objective of enriching the member experience and deepening their business relationship with CapEd by linking services of value and teaching business members to navigate ease of service solutions
Frequently and consistently collaborate with all member-serving departments to share knowledge and expertise for promoting business deposit products and services
Collaborates and coordinates with the commercial team and reaches out to commercial members to build, maintain and provide value added deposit services
Collaborates and coordinates with the marketing department to facilitate promotions and activities for enhancing business relationships. Attends or participates in community affairs as needed
Supports Treasury Management team by accepting unresolved complex member inquires and works directly with members to research and explore potential solutions to provide alternatives within company policy. If needed, research inquires further, or transfers request to other areas of the Credit Union, to provide a solution
Identifies and makes recommendations to improve the department's operating methods, training and procedures. Develops and enhances business member suite of product offerings and collaborates with other departments on member service delivery and process development projects
Coordinates with multiple credit union departments and 3rd party vendors to complete business member requests and provide appropriate solutions
Researches and maintains a thorough knowledge of business deposit policies and procedures, keeps up to date on regulation changes, and maintains familiarity of new business deposit product or service trends
Supports the VP in planning strategic growth initiatives, cultivating strategic business relationships and achieving business objectives
Maintains expert knowledge of all Credit Union products, services, and promotions
Contributes to efficient Credit Union operations by performing other job related duties as assigned
Qualification
Required
Five years to eight years of similar or related experience
A bachelor's degree, or achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g. information technology certifications in lieu of a degree)
Developing Others: Planning and supporting the development of individuals' skills and abilities so that they can fulfill current or future job/role responsibilities more effectively
Contributing to Team Success: Actively participating as a member of a team to move the team toward the completion of goals
Initiating Action: Taking prompt action to accomplish objectives; taking action to achieve goals beyond what is required; being proactive
Sales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects or clients
Technical/Professional Knowledge and Skills: Having achieved a satisfactory level of technical and professional skill or knowledge in position-related areas; keeping up with current developments and trends in areas of expertise
Adaptability: Maintaining effectiveness when experiencing major changes in work tasks or the work environment
Continuous Learning: Actively identifying new areas of learning; regularly creating and taking advantage of learning opportunities
Decision Making: Identifying and understanding issues, problems, and opportunities; comparing data from different sources to draw conclusions
Follow-Up: Establishing procedures to monitor the results of delegations, assignments, or projects
Innovation: Generating innovative solutions in work situations
Company
CapEd Credit Union
CapEd Credit Union is an Idaho credit union supporting education with branches and ATMs.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Todd Erickson
President/CEO
Jaime Lewis
People Experience & Payroll Partner
Recent News
Idaho Business Review
2025-05-30
Idaho Business Review
2025-04-19
Idaho Business Review
2024-10-31
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