LMCU
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Treasury Management Sales Associate
role at
LMCU
Job Title: Treasury Management Sales Associate
Primary Location: 5540 Glenwood
Employee Status: Full-Time, Hourly
Estimated Hours/Week: 38
Remote: No
Travel: 15-20% (Daytime travel to various branches and member locations in West MI as needed)
What You’ll Get
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
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 Treasury Management, 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
Manage and oversee the setup and onboarding of TM services for new and existing TM members: preparing and collecting necessary documentation and agreements, ensuring 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
Assist in preparing member and prospect proposals, presentations, proformas, cost/benefit analysis, RFP responses and similar sales tools. Interpret competitor analysis and account statements, determine comparative service and pricing recommendations, and aid in identifying other potential opportunities through a needs‑based assessment.
Participate in member calls with TM Officers, conduct/coordinate product demos as needed.
Work 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. Maintain regular touchpoints with TM members to strengthen relationships and identify evolving needs. Prepare relationship reviews analyzing member account structure, activity and TM services and making needs‑based recommendations.
Growth & Training
Identify and share cross‑sell opportunities to existing members with the TM Officers. Utilize industry research tools, new/enhanced services, and competitive/market awareness to support TM Officers with business development activities. Help vet and manage referrals.
Assist in training Retail Branch staff on identifying TM opportunities and relationship management. Develop educational materials and presentations to enhance internal knowledge of treasury products.
Other Duties
Provide support for other sales‑related activities, reporting, portfolio management, and special projects.
Participate 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, 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 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 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 stockholders. 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:
Careers@lmcu.org .
Call us at: (616) 242‑9790. Mail your resume to: 5664 Prairie Creek Drive, Caledonia, MI 49316.
LMCU is an Equal Opportunity Employer
#J-18808-Ljbffr
Treasury Management Sales Associate
role at
LMCU
Job Title: Treasury Management Sales Associate
Primary Location: 5540 Glenwood
Employee Status: Full-Time, Hourly
Estimated Hours/Week: 38
Remote: No
Travel: 15-20% (Daytime travel to various branches and member locations in West MI as needed)
What You’ll Get
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
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 Treasury Management, 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
Manage and oversee the setup and onboarding of TM services for new and existing TM members: preparing and collecting necessary documentation and agreements, ensuring 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
Assist in preparing member and prospect proposals, presentations, proformas, cost/benefit analysis, RFP responses and similar sales tools. Interpret competitor analysis and account statements, determine comparative service and pricing recommendations, and aid in identifying other potential opportunities through a needs‑based assessment.
Participate in member calls with TM Officers, conduct/coordinate product demos as needed.
Work 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. Maintain regular touchpoints with TM members to strengthen relationships and identify evolving needs. Prepare relationship reviews analyzing member account structure, activity and TM services and making needs‑based recommendations.
Growth & Training
Identify and share cross‑sell opportunities to existing members with the TM Officers. Utilize industry research tools, new/enhanced services, and competitive/market awareness to support TM Officers with business development activities. Help vet and manage referrals.
Assist in training Retail Branch staff on identifying TM opportunities and relationship management. Develop educational materials and presentations to enhance internal knowledge of treasury products.
Other Duties
Provide support for other sales‑related activities, reporting, portfolio management, and special projects.
Participate 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, 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 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 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 stockholders. 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:
Careers@lmcu.org .
Call us at: (616) 242‑9790. Mail your resume to: 5664 Prairie Creek Drive, Caledonia, MI 49316.
LMCU is an Equal Opportunity Employer
#J-18808-Ljbffr