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Treasury Advisor @Central 1 Credit Union

[Hiring] Treasury Advisor @Central 1 Credit Union

Mar 29, 2025 - Central 1 Credit Union is hiring a remote Treasury Advisor. đź’¸ Salary: $72,000-$84,600. đź“ŤLocation: Canada.

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Role Description

Join our dynamic Treasury team at Central 1 and become the pivotal force driving client success! As the Treasury Advisor, you'll be at the forefront, igniting connections, and championing our suite of Treasury products. Your role isn't just about managing relationships—it's about shaping them, fostering growth, and uncovering new possibilities.

  • Provide first rate courteous service to members, striving to increase member satisfaction with the level of service provided.
  • Ensure superior member service by acting as a point of contact and trusted advisor for credit unions/clients regarding treasury and funding services.
  • Promote and expand the penetration of Central 1’s services by offering a full range of financial services and funding strategies.
  • Establish strong client relationships through “face-to-face” meetings.
  • Develop and provide ongoing staff training as needed for various products and services.
  • Proactively identify new business development opportunities with both existing and new clients.
  • Address client issues on a timely basis.
  • Lead and coordinate internal business partners, support groups and management to deliver integrated treasury solutions.
  • Provide management with market competitive intelligence including feedback on key trends, client impact and growth opportunities.
  • Partner closely with other Central 1 Relationship Managers to identify cross-selling opportunities for Treasury.
  • Assist the Managers to make accurate and well thought through decisions on product structures and product offerings.
  • Provide backup support for Contract Management, as needed.
  • Stay abreast of the markets by reviewing daily/weekly market reports and having discussions with the traders, to provide guidance to our credit unions/clients.
  • Ensure accuracy in inputting daily tickets and prompt preparation of all assigned reports.
  • Keep well abreast of industry developments to assist the Manager with advice and direction to Central 1 clients.
  • Attend relevant conferences and keep up-to-date with key industry publications.
  • Identify process improvements and provide direction to ensure documentation is up to date.
  • Perform ad-hoc projects as assigned.

Qualifications

  • A university education in business or economics is preferred.
  • Second to none interpersonal skills are required coupled with a history of proven sales success.
  • Deep understanding of the financial markets and products gained through at least five to seven years of experience in a Treasury environment.
  • Exposure to treasury operations is a plus.
  • Trading experience is also a benefit.
  • Accuracy and attention to detail is critical in this function as it has a direct impact on profitability.

Requirements

Salary Range: $72,000-$84,600. The salary represents the job rate determined for the successful candidate who is fully competent in the role. The actual salary will vary depending on market conditions and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training.

Benefits

  • Work-life flexibility
  • Hybrid work environment
  • One time allowance to set up your office for remote first employees
  • Variable annual incentive plan
  • Generous annual vacation allotment
  • Top-notch flexible benefits plan including family building and gender affirmation
  • Retirement Plan, matched contributions at 6%
  • Access to a learning platform and educational assistance support
  • Access to a virtual wellness platform
  • Career development opportunities
  • Wellness Flex Fund to support personal interest and activities
  • Day off to volunteer in your community and other paid time off options
  • Corporate discounts *subject to employment agreement

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đź“Ť Be aware of the location restriction for this remote position: Canada
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Back to Remote jobs  >   Finance / Legal
Treasury Advisor @Central 1 Credit Union
Finance / Legal
Salary đź’¸ $72,000-$84,600
Remote Location
Canada
Job Type full-time
Posted Mar 29, 2025
Apply for this position Unlock 54,669 Remote Jobs
️
đź“Ť Be aware of the location restriction for this remote position: Canada
‼ Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
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