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SUMMIT CREDIT UNION Treasury Relationship Manager in COTTAGE GROVE, Wisconsin

JOB REQUIREMENTS: Description The Treasury Relationship Manager develops new treasury and deposit relationships (business, commercial, municipal, individual) through referral and independent sales efforts. Responsible for growing the Credit Union\'s core deposits through referrals, self-sourced efforts, and partnering with the Commercial Lending team to win opportunities. Accountable for retaining, cultivating, and growing existing deposit/treasury portfolio. Schedules and runs client meetings, presentations, and product demonstrations. Manages the sales process for requesting and implementing entire suite of treasury services. The Treasury Relationship Manager will collaborate with VP Treasury Management on department initiatives including developing plans, strategizing, and executing ways to generate deposits and grow fee income. Cross-sale of all Summit products and services through referrals and self-generated opportunities. Expected Outcomes Business deposit and fee income growth goals are met or exceeded. Member service requests are prioritized and responded to quickly. Treasury services and solutions are recommended and implemented for new and current members. Member business is retained and grown. Partnerships and strategic alliances are proactively established with an eye on elevating Summit\'s brand in the market. Comprehensive business development plans are created to achieve Credit Union annual budget goals. New business is attained through effective relationship building. Treasury Management department functions smoothly, maintains compliance and prepares for regulatory updates. Summit has the market intelligence needed to assist in competitive positioning and best in class service for our members. Capability Requirements Bachelor\'s degree in business, finance or accounting or combination of applicable work experience and education. At least five years\' experience in treasury management, commercial banking, and or business banking related sales. Highly self-motivated and adaptable with the drive to self-improve and exceed goals. Optimistic attitude with ability to think creatively and navigate successfully past barriers and obstacles. Ability to focus and prioritize on key objectives. Listens well, asks clarifying questions, and communicates effectively (verbal and written). Ability to read, analyze, and interpret complex communications and documentation. Ability to respond effectively to highly sensitive inquiries or complaints. High level written and verbal communication skills including the ability to make effective and persuasive speeches and presentations to top management, members/prospects, and public groups to positively represent Summit. Ability to define problems, collect data, establish facts, and draw valid... For full info follow application link. Summit Credit Union is proud to be an Equal Opportunity and Affirmative Action Employer of Veterans, Minorities and Individuals with Disabilities. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/94B377C98829458F

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