Treasury management sales associate

Job Title: Treasury Management Sales Associate

Primary Location: 5540 Glenwood

Employee Status: Full-Time, Hourly

Estimated Hours/Week: 38

Remote: No

% of Travel for the Position: 15-20%, Daytime travel to various branches and member locations in West MI as needed

What You’ll Get: (note varied offerings based on role and hours)

• Weekly Pay
• Comprehensive Health & Wellness package including Medical (with prescription coverage), Dental, and vision
• Matching Health Savings Account Contributions, Dependent Care flexible spending account (FSA)
• Retirement options like 401 (k) with company match and pension.
• Paid time off: Vacation, Personal days, paid holidays, paid volunteer time, sick days, & flex time.
• Tuition reimbursement
• To see a full list of our benefit offerings – check out this helpful guide!
  
  

About this position:

The Treasury Management Sales Associate assists the TM Officers in various aspects of their work and plays a pivotal role in supporting the sales and outreach efforts of the Treasury Management department. This position focuses on driving deposit and revenue growth by delivering value to our members through effective sales strategies and member relationship management. While applicants should have experience working in banking or an accounting/finance area along with a basic knowledge of what Treasury Management is, this role provides opportunities to build out TM knowledge and technical skills through ongoing training and professional development and offers advancement potential within the organization.

What you’ll do:

Onboarding & Treasury Risk Management

• Manages and oversees the setup and onboarding of TM services for new and existing TM members including: preparing and collecting necessary documentation and agreements, ensuring that audit and risk requirements are met, opening accounts, testing files, establishing member services and access, assisting with special pricing approvals, conducting member training, responding to / escalating any implementation issues, and completing post implementation member reach outs.
• Responsible for the on-time collection/completion of annual TM Risk Review related requirements and associated member outreach.
  
  

Sales & Member Relationship Support

• Assists in preparing member and prospect proposals, presentations, proformas, cost/benefit analysis, RFP responses and similar sales tools. Interprets competitor analysis and account statements, determines comparative service and pricing recommendations, and aids in identifying other potential opportunities through a needs-based assessment.
• Participates in member calls with TM Officers, conducts/coordinates product demos as needed.
• Works closely with the TM Officer and other team members to build understanding of the member’s business, industry, and strategy to ensure a high-quality member experience. Maintains regular touchpoints with TM members to strengthen relationships and identify evolving needs. Prepares relationship reviews analyzing member account structure, activity and TM services and making needs-based recommendations.
  
  

Growth & Training

• Identifies and shares cross-sell opportunities to existing members with the TM Officers. Utilizes industry research tools, new/enhanced services, and competitive/market awareness to support TM Officers with business development activities. Helps vet and manage referrals.
• Assists in training Retail Branch staff on identifying TM opportunities and relationship management. Develops educational materials and presentations to enhance internal knowledge of treasury products.
  
  

Other Duties

• Provides support for other sales-related activities, reporting, portfolio management, and special projects.
• Participates in coordination and planning of member/industry events. May be asked to attend networking and community events.
• Other duties as assigned.
  
  

What You’ll Bring:

• Three plus years related experience specializing in customer service demonstrating aptitude with complex relationship management.
• High School Diploma, college degree not required but preferred.
• Proficiency with basic technology solutions: Microsoft Office Suite (Word, Excel, PowerPoint), CRM (Customer Relationship Management), mobile and online banking systems, and digital communication tools (email/Outlook, Zoom, Microsoft Teams, etc.).
• Strong written, verbal and mathematical skills required. Decision making skills required with the ability to multi-task and prioritize workflow. Knowledge of Federal Reserve regulations relating to cash services and knowledge of Bank Secrecy Act, Anti-Money Laundering Act, Office of Foreign Asset Control and related laws and regulations. Proficient PC skills as required for position. Position also requires the ability to work jointly in a team setting to create an efficient, cost-effective product.
• Excellent telephone and member service etiquette along with the time management, organizational, communication (verbal and written) and interpersonal skills. Must be able to maintain a high level of confidentiality and work independently.
  
  

Who We Are:

We’re proud of our past, thrilled with our present, and couldn’t be more excited about our future! Lake Michigan Credit Union has grown to become one of the largest credit unions in the nation with our headquarters in West Michigan.

As a credit union, LMCU is a not for profit institution, owned by its members, instead of corporate stock holders. We are accountable directly to our members, and they directly share in our success – benefitting by lower and fewer fees, better savings and checking interest rates, lower cost mortgages and a host of other advantages that simply don’t exist at traditional banks.

It’s about always doing what’s best and right for our members - it guides everything we do.

From friendly, knowledgeable and professional employees who greet you by name, to offering stellar value at every turn, LMCU works for its members.

Working with LMCU you can grow and advance in your career and work with talented teams that help you become better each and every day. As an employee you can have confidence in knowing your work is having an impact by supporting our mission of serving our members’ lifetime financial needs.

You’ll be encouraged to innovate and excel and we're committed to your empowerment as an employee, providing ongoing training, development, support, and opportunities for you to achieve your career goals.

Have additional questions about the role?

You may email us at: [email protected] .

If you lack access to the internet or internet connectivity, or have a disability that hinders your ability to apply online, please choose one of the following options to obtain assistance:

Call us at: (616) 242-9790

Mail your resume to: 5664 Prairie Creek Drive, Caledonia, MI 49316

Please Note: These options are reserved for use by individuals requesting an accommodation as a candidate. Information received via these options will be routed to our HR team, who will provide appropriate assistance to facilitate the completion of LMCU’s online application.

LMCU is an Equal Opportunity Employer