Treasury Management Specialist

Tinker Federal Credit Union’s Business Services department has an immediate opening for a Treasury Management Specialist! This is an exciting opportunity to join the largest and best credit union in Oklahoma! We offer competitive pay, a robust benefits package, a “smart casual dress code” and much more! We want you to work and grow at TFCU, so there will be many opportunities for professional development and growth through training and continued education. We value you at TFCU!

As a Treasury Management Specialist, you will be responsible for the following:

• Managing the portfolio of each commercial member and specifically is responsible for their key core products including but not limited to: Merchant Credit Card Services, Remote Deposit Capture, ACH Origination, and Positive Pay Services.
• Establishing and achieving benchmarks related to goals in all areas of service, staffing, productivity, and corporate image.
• Demonstrating enthusiastic support of corporate mission, core values and long-term objectives.
• Performing job duties within our bylaws, regulations, Board of Directors, policies, established internal and external service standards and our work procedures.
• Identifying appropriate solutions to educate, influence and close on sales to meet the commercial member’s needs and strengthen their financial relationship.
• Ensuring client retention by partnering with the Commercial Lending Office to manage a portfolio of clients, each with complex needs in a highly competitive market.
• Educating and clearly explaining the specifics of recommended products and services so the prospect/client is informed on the reasoning/justification behind the recommendations regulations.

Salary Range:

This is an exempt position. The salary range is $83,129.62- $103,912.03; however, actual placement within the range will be determined individually based on your experience relative to organizational needs and internal salary equity.

Education/Experience:

• You must have a Bachelor’s degree in business, accounting, finance or related field and three years’ relatable experience in Treasury Services /Business Banking are required.
• Applicable work experience and/or military experience may be substituted for education at the rate of two years of experience for one year of education.
• Applicable additional education levels may be eligible to satisfy experience requirements.
• Credit Union experience is preferred.

Certificates, Licenses, Registrations:

• Valid driver’s license, maintaining an acceptable Motor Vehicle Record.
• Bondability by CUMIS.

Keys to success:

In order to be successful as a Treasury Management Specialist you must possess these qualifications:

• Ability to use systems as assigned.
• Excellent organizational skills to prioritize various assignments and projects under time constraints.
• Ability to retain information and knowledge of TFCU and regulatory policies and procedures.
• Ability to work under stress to meet a high level of accuracy documentation, within federal and state regulations and to ensure the quality of TFCU and member/client portfolios.
• Present a professional, business-like appearance and manner.
• Must be thoroughly knowledgeable of federal, state, and NCUA and how they apply to job and duties thereof.
• Must maintain a high level of integrity and confidentiality.
• Excellent presentation skills to individuals and groups of people.
• Ability to effectively communicate with and actively listen to clients to recommend suitable products that meet their needs.
• Understanding of business composition.
• Ability to use Symitar, CRIF, and other related software.
• Strong analytical and communication skills.
• Ability to be flexible and multi-task.
• Excellent organizational skills to prioritize detail assignments and projects.
• Ability to use and maintain basic, fundamental office equipment.