Job Information
Thrivent Financial Treasury Relationship Manager in Ballard Operations Center, United States
This positions primary responsibility is to manage, with supervision, a portion of the business deposit portfolio. In addition to managing existing relationships, this position will be responsible for assisting with the serving and sales of Treasury Management products and services.
Job Duties and Responsibilities
Prepare preliminary presentations for ACH, remote deposit capture, cash management and other depository specific products and services. Ability to read, analyze and interpret documents to assess risk factors and degrees of risk.
Assist with the ongoing review of depository and secondary credit relationships including loan memorandums, annual reviews, remote deposit capture and ACH origination.
Evaluate potential and existing members for ACH, remote deposit capture, cash management and other depository specific products and services. Make initial recommendations to lenders on appropriate cash management solutions.
Accountable for completing tasks such as handling return items, overdrafts, researching member account requests, account maintenance and debit card processing.
Work with other Treasury Management colleagues to set up and maintain products and services for members such as business online banking, remote deposit, and other depository products and services.
Collaborate and communicate with other departments to research cash management activities and identify areas for improvement or resolution.
Partner with Deposit Operations in the development, enhancement and implementation of products and services.
Effectively educate members on the features, benefits and value propositions of Treasury Management products and solutions.
Evaluate member data and prepare recommendations for mutually beneficial products and services.
Maintain and expand existing member relationships, through proper set-up and evaluation of overall depository relationship. Take responsibility/ownership for achieving production goals.
Assist with the monitoring of ACH and remote deposit capture accounts for compliance and proper usage.
Refer business to other business lines and to Thrivent Financial for Lutherans.
Participate in special projects as assigned.
Required Job Qualifications
Minimum of 4 to 6 years banking experience with a minimum of 2 years of business depository experience.
Bachelor's degree in a business-related field and/or additional training in business deposits.
Strong knowledge of Treasury Management products and services including but not limited to: ACH, remote deposit capture, cash management and other depository specific products and services.
Maintains a strong working knowledge of the Credit Unions Treasury Management policies and procedures.
Self-motivated and ability to work independently.
Other Critical Factors
Knowledge of credit union industry and ability to present a professional and dynamic image.
Able to produce results with minimal direct supervision and demonstrate experience at fostering a partnering, cooperative, decision making environment.
Strong member service orientation that produces maximum value for the member and the Credit Union. Respond professionally and accurately to member service inquiries and concerns. Follows up with members in a timely manner.
Pay Transparency
Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $50,272.00 - $68,015.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.
The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation , please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.