Treasury Management Relationship Manager

Treasury Management Relationship Manager

Join to apply for the Treasury Management Relationship Manager role at Valley Strong Credit Union.

$97,700.00/yr - $/yr

• Everyone Counts – We promote a diverse and fair workplace to better serve our Members, Team Members and Communities, fostering an environment of transparency, trust, and respect.
• Innovate Boldly – We dream big, challenge the status quo, move with agility, and embrace data‑driven decisions. We listen and continuously make the impossible possible.
• Embrace the Fun! – We take joy in our work by welcoming kindness, integrity, and authenticity.
• Own It – Valley Strong is ours to grow. We hold ourselves accountable to doing our best work every day and are empowered to do what’s right.

The Treasury Management Relationship Manager is responsible for developing and maintaining strong relationships with commercial treasury and cash management banking members. This role centers on all aspects of business development related to Treasury Management products, including engaging with existing, new, and prospective clients to drive product sales. Key responsibilities include consistently achieving annual sales goals and activity targets by crafting and executing a business plan aligned with credit union objectives.

The Relationship Manager is expected to proactively identify and analyze member needs, offer consultative solutions, and maintain regular contact with members and prospective members through structured calling programs. Success in this position requires collaboration and positive working relationships with internal teams such as Business Banking Officers, Business Lending, Branch teams, as well as external members and prospects. The Relationship Manager should demonstrate strong interpersonal skills, a consultative approach, and a commitment to delivering high‑quality service to ensure member satisfaction and business growth.

Business Banking

• Manage a portfolio of assigned members by meeting regularly, assessing their financial needs and goals, recommending deposit or treasury/cash management strategies and products, and making referrals to other business lines as needed.
• Respond to and resolve inquiries related to member accounts, executing and verifying transactions upon request.
• Seek to expand the business membership base through referrals and growth of assigned accounts.
• Manage and coordinate the treasury management service process from application through implementation and member training for the Member Business Services department.
• Collaborate with Business Members, Business Bankers, eSolutions, Central Operations, and IT Core team members to facilitate successful onboarding of Treasury Management services through the business online banking software and other third‑party vendor services.
• Grow Treasury Management product revenue through direct contact with Business Members.
• Utilize networking, community, and public relations activities to identify prospective Treasury Management Member opportunities.
• Perform product research and identify appropriate solutions for Member requirements and satisfaction.
• Coordinate with assigned Business Banking Officers to support and develop relationships with business Members and partners.
• Manage member calls and contacts, meeting all assigned goals and activity targets.
• Understand Business Members’ business goals, environments, strategies, and industry trends to become a trusted advisor and identify solutions for client pain points.
• Monitor competitor environment, capabilities, and gaps to effectively position Valley Strong Treasury Management services for success.
• Prepare analysis proforma and business proposals for Member presentations.
• Participate in calls with prospective and existing Members and analyze client Treasury Management service requirements.
• Perform risk monitoring for Treasury Management products and services; initiate credit and risk approvals as needed.
• Assist Members with product application intake, set‑up, product training, and product demonstrations.
• Ensure efficient onboarding and deliver an exceptional Member experience.
• Gather…