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$240k–$270k/yr
Full-time
bachelor degree, postgraduate degree
Comprehensive compensation package, Well-being and work-life balance, Career development and growth, Rewards and recognition, Diversity, equity and inclusion
Posted 7d ago
~40 hrs/week
Responsibilities
The VP of Treasury and Investment Officer is responsible for managing liquidity, investment strategies, and enterprise-wide analytics to support organizational growth. They lead the treasury team, oversee financial performance reporting, and ensure compliance with state and federal regulations.
Requirements
Candidates must possess a Bachelor's degree in Accounting or Finance and at least 5 years of progressively responsible top management experience in a financial institution. A Master's degree in Business Administration is preferred.
Full job description
Job Title:VP - Treasurer and Investment Officer Status:Exempt Reports to: EVP - Chief Financial Officer Department: Treasury Job Code: 11388
WHO WE ARE: Golden 1 Credit Union is among the top credit unions in the country. As a member-owned, not-for-profit cooperative, Golden 1 is guided by the credit union philosophy of “people helping people.” We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core Values.
WHO YOU ARE: You play a pivotal role in shaping business direction, fostering innovation, and managing cross-functional collaboration. You serve as a bridge between executive leadership and operational teams, ensuring alignment with the company’s mission, vision, and goals. You are a strategic and results-driven financial executive with expertise in treasury management, investments, balance sheet optimization, and enterprise analytics. You lead with a data-driven, collaborative approach, aligning liquidity, investment, and pricing strategies to support long-term organizational growth while maintaining safety, soundness, and regulatory compliance.
WHAT YOU'LL DO:
Develop dynamic methodologies for identification and performance monitoring of primary drivers impacting operational performance.
Develop dynamic methodologies and produce executive-level reports to determine financial performance across markets, products, channels, and member demographics.
Actively own key Treasurer/Investment Officer and business processes including but not limited to enterprise-wide analytics.
Provide high level and innovative thought leadership to drive improvement; recommend areas for improvement and lead projects to enhance the reporting and analytical infrastructure.
Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
Foster a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through your words and actions, ensuring positive employee morale throughout Golden 1, and embracing our mission, vision, and core values.
Lead and mentor the Treasurer/Investment Officer team, conduct informal and formal performance and compensation reviews, set goals, set priorities, and ensure appropriate training and development efforts are in place.
Oversee and coordinate the assessment of Market, Product, Member, and Channel performance to identify gaps and additional value areas to maximize performance.
Prepare analysis, commentary, and presentation of performance trends and forecasts.
Conduct internal and external benchmarking to support metrics-based decisions.
Exhibit flexibility and willingness to take on new responsibilities and assignments as they are identified by the CFO and to assist with various ad hoc projects as needed.
Monitor and oversee daily cash position and primary liquidity levels of the Golden 1 Credit Union.
Review, evaluate, and oversee adequacy of borrowing lines and other forms of contingent liquidity.
Monitor market and industry trends as it relates to local, national, and global economic conditions.
Evaluate, recommend, and facilitate execution of investment strategies to optimize portfolio composition and yield.
Oversee development of the annual Strategic Investment Plan and conduct quarterly reviews to be presented to ALCO.
Evaluate and recommend hedging or derivative strategies when appropriate.
Monitors competitive market and makes loan and deposit pricing recommendations to ALCO ensuring Golden 1 product pricing aligns with strategy. Partners with key business lines across the organization to provide thought leadership, detailed financial analysis, and strategic recommendations in the areas of product pricing and profitability for existing and new loan and deposit products.
Oversees the secondary market team to ensure appropriate loan sale strategies are in place to manage IRR as well as credit risk.
QUALIFICIATIONS AND PREFERENCES:
Bachelor’s Degree in Accounting or Finance required
Master’s Degree in Business Administration preferred
5+ years of progressively responsible top management experience in auditing, accounting, or controller duties, preferably with a financial institution required
WHY JOIN US: Golden 1 Credit Union provides its employees a market-competitive and internally equitable total rewards compensation package through a variety of programs. These programs are designed to attract, motivate, and retain employees that drive and support the achievement of Our Mission, Vision, and Strategic Goals. The Credit Union is committed a total rewards philosophy built on; a comprehensive compensation package, well-being and work-life balance, career development and growth, rewards and recognition, and a commitment to Diversity, Equity and Inclusion. We believe in fostering a workplace where every employee is recognized, valued, and motivated to contribute their best.
DISCLAIMER/INTENT AND FUNCTION OF JOB DESCRIPTIONS: The above information on this description has been designed to indicate the general nature and level of work performed by team members within this classification. Because the nature of positions and job functions can change over time, this job description is not designed to contain or be interpreted as a comprehensive inventory of all essential functions, duties, responsibilities and qualifications requirements of team members assigned to this job. Job duties may be changed or modified in the Credit Union’s discretion. The Credit Union will keep team members updated on key functions, duties, and requirements of their position by communications from the Credit Union and by updating the job description from time to time. Any team member with questions about the nature of their job duties is encouraged to consult with their supervisor.
Golden 1 is California's leading credit union. Insured by NCUA. Equal Housing Opportunity. NMLS #669333
Industry
Banking
Company size
1,001-5,000 employees
Founded
1933
Headquarters
Sacramento, CA
LinkedIn followers
24,457
Golden 1 Credit Union is one of the largest credit unions in the nation, proudly serving more than 1.2 million members with over $21 billion in assets. Founded in 1933 by 11 state employees in Sacramento, we have grown from a small cooperative into a trusted financial partner for Californians statewide.
Our mission is to deliver exceptional financial services and support that empower our members and communities. As a member owned, not for profit credit union rooted in a people helping people philosophy, we provide competitive rates, low to no fee products, reliable personal service, and meaningful investments in California communities.
With 70 locations across California, including Branches, Home Loan Centers, and Financial Resource Centers; along with 24/7 Mobile and Online Banking, 30,000 fee-free CO OP ATMs, and access to the CO OP Shared Branch Network, we offer convenient, accessible, and trusted financial solutions for all Californians.
Golden 1 is recognized year after year for excellence in member service, workplace culture, and community leadership. Recent honors include Fast Company's “Brands That Matter”, Forbes’ “America’s Best-In-State Employers” (five-time honoree), and American Banker’s “Best Credit Unions to Work For” (five consecutive years), among many other national and regional recognitions.
Offices: 8945 Cal Center Dr, Sacramento, CA 95826, US
Golden 1 is California's leading credit union. Insured by NCUA. Equal Housing Opportunity. NMLS #669333
Industry
Banking
Company size
1,001-5,000 employees
Founded
1933
Headquarters
Sacramento, CA
LinkedIn followers
24,457
Golden 1 Credit Union is one of the largest credit unions in the nation, proudly serving more than 1.2 million members with over $21 billion in assets. Founded in 1933 by 11 state employees in Sacramento, we have grown from a small cooperative into a trusted financial partner for Californians statewide.
Our mission is to deliver exceptional financial services and support that empower our members and communities. As a member owned, not for profit credit union rooted in a people helping people philosophy, we provide competitive rates, low to no fee products, reliable personal service, and meaningful investments in California communities.
With 70 locations across California, including Branches, Home Loan Centers, and Financial Resource Centers; along with 24/7 Mobile and Online Banking, 30,000 fee-free CO OP ATMs, and access to the CO OP Shared Branch Network, we offer convenient, accessible, and trusted financial solutions for all Californians.
Golden 1 is recognized year after year for excellence in member service, workplace culture, and community leadership. Recent honors include Fast Company's “Brands That Matter”, Forbes’ “America’s Best-In-State Employers” (five-time honoree), and American Banker’s “Best Credit Unions to Work For” (five consecutive years), among many other national and regional recognitions.
Offices: 8945 Cal Center Dr, Sacramento, CA 95826, US