GreenState Credit Union
Vice President/Treasury Management
GreenState Credit Union, Naperville, Illinois, United States, 60564
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Vice President/Treasury Management
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GreenState Credit Union
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Job ID: 2025-4341 | Type: Exempt Full-Time | # Of Openings: 1 | Category: Treasury Management | Location: US-IL-Naperville
Overview Works in collaboration with Commercial Relationship Managers on the sales and implementation of Treasury Management and Commercial Deposit Services and provides ongoing support for the business members.
At GreenState, we exist to create lasting value for those we serve. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities.
Salary range: $139,883.64 - $163,540.00 with a progressive benefit package.
Responsibilities
Adheres to the credit union's core values and Service Standards in conducting GreenState's mission and vision.
Demonstrates a positive member service (internal and external) focus at all times.
Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
Ensures confidentiality of member information.
Supports a diverse and inclusive work environment.
Composes and prepares confidential correspondence, reports, and other complex documents.
Sells treasury management products and services to business members via a consultative selling process.
Works closely with Business Members to fully complete agreements, set up forms, procedures, for Treasury Management Services.
Creates and maintains database and spreadsheet files.
Acts as a Treasury Management and Commercial Deposit customer service contact for business members and employees.
Acts as the Account Analysis coordinator; reviews monthly reports to verify correct pricing.
Works collaboratively with Compliance, BSA, Fraud, Accounting, and deposit operations to adhere to all credit union policies and procedures and regulatory requirements for depository accounts and treasury management services.
Acts as a Merchant Credit Card Processing liaison between business members and Professional Solutions.
Provides ongoing relationship servicing with current business members to maintain goodwill and gain additional business.
Promotes and cross-sells other bank products and services as appropriate for the business members. Refers business members, owners or employees to other departments when appropriate.
Conducts Annual/Semi Annual Review with Treasury Management relationships.
Reviews exception pricing reports for accuracy.
Prepares and coordinates information for banking proposals.
Prepares cost comparisons for prospective customers.
Qualifications
Bachelor's degree in Business or Finance and four to five years of banking experience or training, with a minimum of two years of treasury management experience, or equivalent combination of education and experience.
Work experience must demonstrate progressive levels of responsibility in a banking environment.
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to write simple correspondence.
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
Ability to apply concepts of basic algebra and geometry.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Ability to deal with problems involving several concrete variables in standardized situations.
Proficiency with related computer applications, spreadsheets, word processing, database applications, and banking software packages.
Reporting Relationship This position reports to the Senior Vice President/Treasury Management.
Supervisory Responsibilities This position is not responsible for the supervision of others.
Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union.
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Vice President/Treasury Management
role at
GreenState Credit Union
3 days ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
Job ID: 2025-4341 | Type: Exempt Full-Time | # Of Openings: 1 | Category: Treasury Management | Location: US-IL-Naperville
Overview Works in collaboration with Commercial Relationship Managers on the sales and implementation of Treasury Management and Commercial Deposit Services and provides ongoing support for the business members.
At GreenState, we exist to create lasting value for those we serve. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities.
Salary range: $139,883.64 - $163,540.00 with a progressive benefit package.
Responsibilities
Adheres to the credit union's core values and Service Standards in conducting GreenState's mission and vision.
Demonstrates a positive member service (internal and external) focus at all times.
Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
Ensures confidentiality of member information.
Supports a diverse and inclusive work environment.
Composes and prepares confidential correspondence, reports, and other complex documents.
Sells treasury management products and services to business members via a consultative selling process.
Works closely with Business Members to fully complete agreements, set up forms, procedures, for Treasury Management Services.
Creates and maintains database and spreadsheet files.
Acts as a Treasury Management and Commercial Deposit customer service contact for business members and employees.
Acts as the Account Analysis coordinator; reviews monthly reports to verify correct pricing.
Works collaboratively with Compliance, BSA, Fraud, Accounting, and deposit operations to adhere to all credit union policies and procedures and regulatory requirements for depository accounts and treasury management services.
Acts as a Merchant Credit Card Processing liaison between business members and Professional Solutions.
Provides ongoing relationship servicing with current business members to maintain goodwill and gain additional business.
Promotes and cross-sells other bank products and services as appropriate for the business members. Refers business members, owners or employees to other departments when appropriate.
Conducts Annual/Semi Annual Review with Treasury Management relationships.
Reviews exception pricing reports for accuracy.
Prepares and coordinates information for banking proposals.
Prepares cost comparisons for prospective customers.
Qualifications
Bachelor's degree in Business or Finance and four to five years of banking experience or training, with a minimum of two years of treasury management experience, or equivalent combination of education and experience.
Work experience must demonstrate progressive levels of responsibility in a banking environment.
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to write simple correspondence.
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
Ability to apply concepts of basic algebra and geometry.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Ability to deal with problems involving several concrete variables in standardized situations.
Proficiency with related computer applications, spreadsheets, word processing, database applications, and banking software packages.
Reporting Relationship This position reports to the Senior Vice President/Treasury Management.
Supervisory Responsibilities This position is not responsible for the supervision of others.
Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union.
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