[Hiring] Treasury Management Officer @Peak Credit Union

Role Description

This position is responsible for driving deposit growth, fee income, and member satisfaction for Peak Credit Union’s Business Services division. Responsibilities include:

• Developing new treasury management relationships.
• Expanding and retaining existing member relationships.
• Serving as a trusted advisor by delivering tailored cash management and payment solutions.
• Partnering closely with Commercial Loan Officers, Small Business Development Officers, and internal teams.

What You’ll Do

• Develop and execute a treasury management sales strategy focused on new business acquisition and deepening existing member relationships.
• Conduct in-person and virtual sales calls, needs assessments, and on-site evaluations for prospective and existing business members.
• Maintain a strong pipeline of opportunities and consistently meet or exceed deposit and fee income/revenue goals.
• Prepare and deliver tailored treasury management proposals, pricing recommendations, and presentations.
• Lead the full treasury management sales cycle, including discovery, proposal development, implementation coordination, and onboarding support.
• Serve as a key contributor to the continued build-out, enhancement, and evolution of the Credit Union’s treasury management product suite.
• Partner with Business Services leadership, digital banking, operations, risk, IT, and vendor partners to identify, evaluate, and recommend new treasury products, services, and technology enhancements.
• Serve as the primary treasury management advisor for assigned business members.
• Coordinate calling efforts with Commercial Loan Officers and other internal partners to identify cross-selling opportunities.
• Conduct periodic account reviews, including transaction activity, limits (ACH, wires, RDC), and service utilization.
• Support members with the set-up and ongoing use of treasury management services both remotely and on-site.
• Assess operational and risk considerations related to treasury management services in collaboration with internal partners.
• Represent Peak Credit Union in the community at business networking events, trade shows, and treasury-related industry functions.
• Maintain strong awareness of treasury management trends, competitor offerings, and industry best practices.
• All other duties as assigned.

Qualifications

• Minimum of three (3) years’ experience in treasury management, cash management, business banking, or a related financial services role.
• Bachelor’s degree in Finance, Business, or a related field of study (would lean more on previous experience than on the degree).

Bonus Points If You Have

• Certified Treasury Professional (CTP) designation.

What You’ll Bring

• Strong working knowledge of treasury management, cash management, digital banking, and deposit products and services.
• Demonstrated success in consultative business-to-business sales and relationship management.
• Ability to clearly articulate complex financial solutions in a member-friendly manner.
• Strong analytical, problem-solving, and organizational skills with close attention to detail.
• Proven ability to manage multiple priorities in a fast-paced, relationship-driven environment.
• Excellent written, verbal, and interpersonal communication skills.
• Collaborative mindset with the ability to work effectively across teams.
• Prior experience working with small-to-mid-sized businesses strongly preferred.
• Ability to travel locally for member meetings, on-site implementations, and business development activities. Valid driver’s license required.

Benefits

• This position is eligible for Full-Time Regular benefits.
• Access to a wide array of employee benefits, such as medical, dental, vision, and life insurance coverage.
• Medical, Dental, and Vision insurance to be paid at 100% by the company for employee-only coverage.
• Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).
• Access to Life and AD&D insurance.
• Enrollment in our 401k plan.
• Accrual of 8 hours of vacation and 8 hours of sick leave on a monthly basis.
• 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time.
• All benefits except 401k start the first of the month following the date of hire.
• Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.