Treasury Analyst

Take a leap and join our team!

At Gesa, we believe in the power of our people. Coming from all walks of life, our team members’ individual stories and unique experiences are our most valuable asset. But it’s how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.

Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And you can rest assured that your wellbeing and prosperity are our priority.

Get to know us: About - Gesa Credit Union

Role Summary:

The Treasury Analyst will be responsible for supporting the Treasury Management team in business deposit product needs: attending sales calls with prospective clients and effectively implementing and promoting those products to the current client base. The Treasury Analyst will support management activities needed to meet production goals in commercial deposits, public entity deposits, and treasury management products and services. They will work closely with their Team Leader to implement sales strategies for the continued growth opportunities of our existing and new markets.

What You Will Be Doing:

• Partners with Treasury Management Officer to prepare for new client calls and to identify new sales opportunities with existing clients.
• Provides product knowledge expertise during sales calls with potential and existing clients.
• Provides effective sales culture leadership for the profitable expansion of Deposit and Treasury Management relationships to support strategic growth.
• Maintains and develops a strong internal network and deepens existing treasury relationships.
• Assists in producing professional quality proposals and responds to formal RFP’s.
• Delivers excellent customer service to both external clients and internal colleagues throughout the credit union.
• Network with existing public entity representatives and local centers of influences.
• Conducts internal and external training sessions on product changes and Treasury Management.
• Maintains knowledge base of current and emerging business and Treasury Management products.
• Ensures the accurate implementation and servicing of all deposit and Treasury Management relationships.
• Updates Treasury Management Officers regarding critical developments in commercial member relationships.
• Works with operations, servicing, and product support team members to ensure successful client on-boarding, member satisfaction and ongoing support.
• Completes additional tasks and special projects as assigned by Team Leader.
• Provide recommendations and process improvement.
• Respond to company representatives’ inquiries in a timely, friendly, and accurate manner.
• Perform job duties with limited daily supervision, exercising a high level of discretion and sound judgment.
• Maintain knowledge of laws, rules, regulations, policies, and procedures which impact assigned responsibilities.
• Consistently display successful communication and listening skills with peers, members, supervisor, and vendors.
• Display leadership values such as mutual respect, honesty, trust and dignity, and act in the best interest of the credit union. Always display solid ethics and integrity.
• Maintain and protect all sensitive data utilizing the highest standard of confidentiality and professionalism.
• Attend ongoing BSA training to include webinars, training provided by CPA’s, and obtain BSA certification.
• Adhere to policies. Operate in a safe and sound manner.
  
  
  

About You:

• Ability to understand complex business relationships and provide options that will meet their needs.
• Ability to converse with business or municipal finance personnel.
• Ability to provide problem solving and resolutions to business members.
• Ability to organize, prioritize and respond simultaneously to multiple tasks and requests.
• Ability to work well in and contribute to a cohesive team environment.
• Effectively communicate ideas and information, both verbal and written.
• Display and maintain courtesy, tact and diplomacy with current and potential vendors, peers, and staff.
  
  
  

Qualifications

What You Will Need:

• One (1) to three (3) years of experience in commercial deposit gathering and treasury management sales and service, and exposure to public entity proposals and personnel.
• Bachelor’s degree with a concentration in finance/accounting preferred.
• Treasury management training and credentials (Certified Treasury Professional [CTP], or Accredited ACH [AAP]) preferred but not required.
• Minimum of three (3) years of credit union/banking and/or treasury management sales experience in a financial environment.
• Proficiency with standard office equipment and business software.
• Some travel is required to develop markets, attend credit union training,
  
  
  

Our Team Member Value Proposition:

In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:

• Competitive Pay
• Medical, Dental, Vision, and Life Insurance
• 20 days/year accrual of Paid Time Off - Plus 10 Paid Holidays!
• 401(k) Match
• Incentive Program
• Tuition Assistance and Student Loan Repayment
• Commuter Benefits
• Paid Time Off to Volunteer in the Community
• Product discounts
• Engaging Work Environment
• Rewards and Recognition Programs
  
  
  

Full Salary Range:

Richland, WA: $28.16- $42.24

Renton, WA: $33.02-$49.53

Get wise to what’s possible with a career at Gesa. Join us!

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at (509) 378-3100 or hrmail@gesa.com to request an accommodation.

Gesa Credit Union reserves the right to revise or change the job description as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.

Selected candidate(s) must be able to pass a pre-employment credit/background check.

Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.

Equal Employment Opportunity (gesa.com)