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Treasury Management Officer

$75.86k - $86.2k

Peak-Credit-Union

To maintain a strong connection with our members and local communities and better understand their unique needs, we are currently considering applications from candidates residing in Oregon and Washington for all open positions. We appreciate your understanding as we focus our hiring efforts in these specific regions. And, we encourage all qualified candidates from these states to apply, as we look forward to learning more about your unique skills and experience! Applicants are encouraged to apply by July 3, 2026, at 5:00 PM PST. Job postings are subject to close early or extend longer than the anticipated closing date. We recommend applying as soon as possible. Where You Will Work This is a remote position based in or near Eugene, OR, with regular travel to branch locations across Oregon. Pay Range The target annual pay range for this position is $75,856 - $86,200. The full annual pay range is $68,960 - $103,440. Compensation Compensation decisions are determined using factors such as relevant job‑related skills, experience, and education or training. Should an offer of employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. Job Overview This position is responsible for driving deposit growth, fee income, and member satisfaction for Peak Credit Union’s Business Services division. It includes developing new treasury management relationships, expanding and retaining existing member relationships, and serving as a trusted advisor by delivering tailored cash management and payment solutions. Partners closely with Commercial Loan Officers, Small Business Development Officers, and internal teams to provide consultative sales, implementation support, ongoing relationship management, and subject‑matter expertise across the credit union’s suite of treasury products and services. 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, providing frontline insight into member needs, competitive gaps, and market trends. 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 that support business member growth and operational efficiency. Serve as the primary treasury management advisor for assigned business members, ensuring solutions continue to align with their operational and financial needs. Coordinate calling efforts with Commercial Loan Officers and other internal partners to identify cross‑selling opportunities and provide holistic financial solutions. 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, as needed. 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 as appropriate. Maintain strong awareness of treasury management trends, competitor offerings, and industry best practices. Perform all other duties as assigned. When You'll Be Working Monday through Friday during standard business hours, with flexibility to work varying hours as needed. Regular travel to branch locations is required. Qualifications Minimum of three (3) years’ experience in treasury management, cash management, business banking, or a related financial services role. The emphasis is on prior experience rather than a bachelor's degree. Bachelor’s degree in Finance, Business, or a related field of study. 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. Total Rewards This position is eligible for Full‑Time Regular benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Medical, dental, and vision insurance paid 100% by the company for employee‑only coverage. Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA). Life and AD&D insurance. 401(k) plan enrollment available. Accrual of 8 hours of vacation and 8 hours of sick leave per month. 11 paid holidays, 1 floating holiday, 16 hours of self‑care time, and 16 hours of volunteer time. All benefits except 401(k) start the first of the month following the date of hire. Employees become eligible to contribute to the 401(k) on the first of the month following 60 days of employment. Peak Credit Union participates in E‑Verify. We use E‑Verify to confirm the identity and employment eligibility of all persons hired to work in the United States. Peak Credit Union is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters are available upon request. #J-18808-Ljbffr

Vacancy posted 5 days ago
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