Treasury Solutions Advisor

Job Description

Job Description

Our Purpose

At Vibe, we are driven by our mission to elevate community and create opportunity . We believe in fostering an environment of inclusivity where every team member has the chance to grow professionally. Guided by our core values - be i nclusive, educate, embrace change, and seek opportunities - we are dedicated to making a positive impact in the lives of our members and communities. As we continue to grow and expand our team, we are seeking passionate individuals who share our vision and are eager to join us in our journey. If you are someone who is passionate about making a difference and is committed to creating a brighter future for our communities, we invite you to explore this exciting opportunity at Vibe!

Position Purpose

The Treasury Solutions Advisor is responsible for leading the implementation and onboarding of a new suite of deposit and treasury products, aimed at bringing business services to the market. This role involves partnering with senior leadership, consulting firms, and managing vendor contracts to ensure successful project execution. Additionally, the position supports commercial lenders in deposit sales and will transition full-time into a hybrid role of Treasury Sales Officer and Product Manager. In this capacity, the individual will continue to support sales and growth in commercial treasury sales, collaborating closely with Vibe servicing teams and front-line commercial loan officer sales.

Essential Duties

• Initial Project Implementation and ongoing support:
  • Design and implement treasury and deposit strategies tailored to commercial members, including services such as commercial checking, remote deposit capture, fraud mitigation tools, and liquidity management.
  • Assist with implementation of new deposit products and functionality to ensure smooth onboarding, and training.
  • Onboard new digital banking solution for business membership
  • Work with Senior. Leadership to bring on complex treasury products and operations to Vibe Membership
  • Develop fee structures and pricing models
  • Create and Maintain guidelines, policies, and procedures
• Demonstrates a proactive approach to managing and identifying Treasury Management opportunity leads within the existing portfolio for expansion and retention efforts, and in working with commercial lenders regarding their targeted prospects for business development efforts.
• Responsible for meeting annual goals and sales activity by developing and executing a strategy to generate new deposits and fee income.
• Demonstrate in-depth knowledge of Treasury Management products to educate existing and prospective Business Members on the features, benefits and value propositions related to each service.
• Performs various activities in support of the sales function, including (but not limited to) calling on members in-person, conducting periodic relationship reviews (in-person or via phone), preparing all necessary sales presentations and pricing pro-formas.
• Prepares and participates in responses to Requests for Proposal's (RFP's) coordinating with product and commercial lenders as necessary.
• Collaborates and maintains communication with Commercial/Business Lenders and Branch partners to stay current on member relationships and provide seamless service
• Updates the Customer Relationship Management (CRM) system on sales calls, opportunities, expected revenue, pipeline stages, customer reviews, etc. for all active opportunities.
• Conducts on-going training and education sessions for all member facing Credit Union team in designated territory. This could include product presentations, consultative selling discussions and member success stories.

• Education/Experience

  • High School graduate or equivalent
  • Previous Credit Union or other Financial Services experience preferred
  • 2 - 5 years Treasury Management sales experience(recommendation 5-10 Years
  • CTP or AAP designation preferred
  • Excellent written and verbal communication skills

    Skills/Abilities

    • Strong Knowledge of commercial deposits and treasury products.
    • Project Management: Ability to lead and manage projects effectively.
    • Organization: Responsible for managing a variety of tasks and maintaining records of customer information.
    • Customer Service: Communicate effectively with Members by answering questions, resolving issues, and providing additional information.
    • Problem Solving: Identifying and finding solutions to challenges that arise throughout all aspects of the job.
    • Strong Time Management Skills: Efficiently manage time to meet deadlines and goals.
    • Highly Organized and Detail Oriented: Maintain a high level of organization and attention to detail.
    • Excellent Communication and Negotiation Skills: Ability to communicate clearly and negotiate effectively.
    • Ability to Work Independently and with a Team: Capable of working both independently and collaboratively.

    Physical Requirements

    These physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the position. Reasonable accommodations can be made to enable people with disabilities to perform the described essential functions of the position. While performing the responsibilities of the job, the employee is required to hear, see, talk, stand, walk, stoop, kneel, lift, push, pull, and grasp.