Treasury Management Officer

The Company

Firstmark Credit Union is a member-owned, locally controlled, not-for-profit financial cooperative with a proud legacy rooted in education and community service. Founded in 1932 by ten visionary teachers during the Great Depression, Firstmark was originally chartered as the San Antonio Teachers Credit Union—the first state-chartered credit union in San Antonio. Operating initially from Fox Tech High School, the credit union began with just $475 in assets and 40 members.

Over the decades, Firstmark has grown significantly, expanding its membership beyond educators to serve anyone living, working, or attending school in Bexar County and surrounding areas. In 2002, the organization rebranded to Firstmark Credit Union to reflect its broader community reach. Mergers with Southside Credit Union in 2013 and St. Joseph’s Credit Union in 2015 further expanded its footprint and helped surpass $1 billion in assets.

Despite its growth, Firstmark remains deeply committed to its educational roots, offering scholarships, educator awards, and financial literacy programs. The credit union actively engages with the community through initiatives through the Firstmark Foundation, which is a member funded non-profit that invests in projects that support community development initiatives aligned with the education community and our employees volunteer throughout the year, supporting other community service efforts.

Today, Firstmark serves nearly 90,000 members across 12 branches, offering modern financial services including online and mobile banking and secure access to member accounts via our member care team, as well as SmartCall telephony support 24 x 7. Governed by a volunteer board elected from its membership, Firstmark continues to prioritize member needs, financial education, and long-term stability—living its founding philosophy of 'People Helping People.'

Firstmark’s shared values—Happy, Helpful, Honest, Humble, and Hungry (Driven)—guide its culture and commitment to service. These values shape how the organization supports its members, collaborates internally, and builds lasting relationships in the community.

Key Pointers:

• Build a Treasury Program from the Ground Up: This is a newly created role at Firstmark Credit Union, offering the opportunity to architect and implement the credit union’s first treasury management product suite. The TMO will shape the strategy, systems, and client experience from inception.
• Two-Phase Role: Internal Build, Then External Growth: The first 6–12 months will focus on internal collaboration to re-design and develop products, processes, and systems. After launch, the role transitions into business development, targeting new commercial deposit relationships.
• Target Net Depositors and Underserved Segments: The TMO will focus on attracting low-cost core deposits from nonprofits, school districts, property managers, and other net depositors—segments that align with Firstmark’s community mission and growth strategy.
• Strategic Visibility and Cross-Functional Impact: Reporting to the SVP, Business Banking, the TMO will work closely with the Chief Experience Officer and other senior leaders, contributing to enterprise-wide initiatives and product innovation.
• Mission-Driven Culture with Shared Values: Firstmark Credit Union is guided by the values of being Happy, Helpful, Honest, Humble, and Hungry (Driven). The TMO will thrive in a collaborative, transparent, and purpose driven environment focused on member impact.

The Opportunity

Position: Treasury Management Officer

Location: San Antonio, TX

Reporting Relationship: SVP, Business Banking

Website: https://www.firstmarkcu.org/

Purpose of the Position

The Treasury Management Officer (TMO) will play a foundational role in launching and scaling Firstmark Credit Union’s commercial deposit and treasury services. As the architect of a new product suite, the TMO will collaborate cross-functionally to define systems, processes, and solutions that meet the needs of small to mid-sized businesses, school districts, and other net depositors. This role begins with internal strategy and product development, then transitions into external business development and relationship management.

The ideal candidate will bring a blend of technical acumen, cash management expertise, and consultative sales skills to help Firstmark enter and grow in the treasury space. With high visibility across the organization and direct impact on market share, the TMO will be instrumental in shaping how Firstmark serves commercial clients and deepens its community footprint.

Key Responsibilities

Role Requirements

• Lead the development and implementation of Firstmark’s treasury management product suite, collaborating across departments to define systems, processes, and solutions.
• Prospect, market, sell, and cross-sell commercial depository services and treasury management products to new and existing business clients.
• Partner with Commercial Loan Officers for networking, referral, and cross-sell opportunities.
• Facilitate the opening and onboarding of commercial deposit accounts and services.
• Maintain ongoing client relationships and ensure service needs are met with professionalism and responsiveness.
• Serve as a liaison between clients and internal departments to support product implementation and resolve service issues.
• Ensure all treasury agreements are maintained in compliance with product guidelines, regulatory standards, and applicable U.S. laws.
• Provide client training and support for all treasury products and services sold.
• Recommend enhancements to cash management procedures through continuous analysis of current practices.
• Represent Firstmark Credit Union professionally in all internal and external engagements.

The Candidate

Experience and Professional Qualifications

Qualifications

• Minimum of 3 years of experience in cash management sales and service.
• Certified Treasury Professional (CTP) designation preferred.
• Bachelor’s degree in a business-related field preferred.
• Strong business development and interpersonal skills to establish and maintain professional relationships.
• High level of tact, integrity, and customer orientation, with frequent senior-level interactions.
• Advanced time management skills with the ability to prioritize in a dynamic environment.
• Ability to work independently and collaboratively across departments.
• Strong verbal and written communication skills.
• Proficiency in Microsoft Office Suite and ability to quickly learn new systems.
• Working knowledge of NCUA and State compliance laws, regulations, and Firstmark policies.
• Alignment with Firstmark’s shared values: Happy, Helpful, Honest, Humble, and Hungry (Driven).