Job DetailsJob Location: Meridian Administration - MERIDIAN, ID 83642Position Type: Full TimeJob Category: 1C ManagerHow to apply: Complete an Online Application at our website www.capedcu.com for the specific job opportunity that interests you. Resumes are not accepted in lieu of an application.

Role: The Treasury Management Relationship Manager Senior promotes business member financial well-being and community enrichment through offering business deposit services to existing and prospective business members. This position educates business members on deposit services and the full range of credit union products with the goal to grow, retain and expand CapEd’s business relationship portfolio. Provides subject matter expertise to the Treasury Management team and all departments for the organization. Identifies and communicates improvements to the department’s operating methods and procedures. Uses advanced skill set to build and maintain high value business relationships. Supports the VP of Treasury Management and Deposit Services with mentoring the team and creating plans to achieve strategic business deposit goals.

Pay: The pay for this position is $85,626.45 annually.

Essential Functions & Responsibilities:

Contacts potential business members of high value or complex service requirements to foster and obtain new business deposit relationships and expand the credit union’s portfolio. Offers services such as credit cards, ACH, remote deposit capture and merchant services to business members. Qualifies new business member referrals and assists business members through the full cycle fulfillment process of setting up and servicing business deposit accounts, remote check deposit, business ACH, business Visas and business e-banking services.
Maintains the business portfolio and reaches out to current members with the objective of enriching the member experience and deepening their business relationship with CapEd by linking services of value and teaching business members to navigate ease of service solutions.
Frequently and consistently collaborate with all member-serving departments to share knowledge and expertise for promoting business deposit products and services.
Collaborates and coordinates with the commercial team and reaches out to commercial members to build, maintain and provide value added deposit services.
Collaborates and coordinates with the marketing department to facilitate promotions and activities for enhancing business relationships. Attends or participates in community affairs as needed.
Supports Treasury Management team by accepting unresolved complex member inquires and works directly with members to research and explore potential solutions to provide alternatives within company policy. If needed, research inquires further, or transfers request to other areas of the Credit Union, to provide a solution.
Identifies and makes recommendations to improve the department's operating methods, training and procedures. Develops and enhances business member suite of product offerings and collaborates with other departments on member service delivery and process development projects.
Coordinates with multiple credit union departments and 3rd party vendors to complete business member requests and provide appropriate solutions.
Researches and maintains a thorough knowledge of business deposit policies and procedures, keeps up to date on regulation changes, and maintains familiarity of new business deposit product or service trends.
Supports the VP in planning strategic growth initiatives, cultivating strategic business relationships and achieving business objectives.
Maintains expert knowledge of all Credit Union products, services, and promotions.
Contributes to efficient Credit Union operations by performing other job related duties as assigned.

QualificationsKnowledge and Skills:

Experience: Five years to eight years of similar or related experience.

Education: (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g. information technology certifications in lieu of a degree).

Critical Job Competencies:

Brand Promise and Values: To make a difference - every member experience matters. Employees of CapEd carry out our promise and values of EP!C by being Empowered - We are knowledgeable and trusted to make decisions. Professional - We respectful in creating outstanding experiences. Innovative - We seek new ideas for positive change. Collaborative - We connect with each other to implement solutions.

Developing Others: Planning and supporting the development of individuals’ skills and abilities so that they can fulfill current or future job/role responsibilities more effectively.
Contributing to Team Success: Actively participating as a member of a team to move the team toward the completion of goals. Initiating Action: Taking prompt action to accomplish objectives; taking action to achieve goals beyond what is required; being proactive.
Sales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects or clients.
Technical/Professional Knowledge and Skills: Having achieved a satisfactory level of technical and professional skill or knowledge in position-related areas; keeping up with current developments and trends in areas of expertise.

Very Important Job Competencies:

Adaptability: Maintaining effectiveness when experiencing major changes in work tasks or the work environment; adjusting effectively to work within new work structures, processes, requirements, or cultures.
Continuous Learning: Actively identifying new areas of learning; regularly creating and taking advantage of learning opportunities; using newly gained knowledge and skill on the job and learning through their application.
Decision Making: Identifying and understanding issues, problems, and opportunities; comparing data from different sources to draw conclusions; using effective approaches for choosing a course of action or developing appropriate solutions; taking action that is consistent with available facts, constraints, and probable consequences.
Follow-Up: Establishing procedures to monitor the results of delegations, assignments, or projects; taking into consideration the skills, knowledge, and experience of the assigned individual and characteristics of the assignment or project.
Innovation: Generating innovative solutions in work situations; trying different and novel ways to deal with work problems and opportunities.

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and/or remain in a stationary position; use hands to finger, handle, operate, input or feel; reach with hands and arms in any direction; talk, communicate, converse, exchange information and hear; balance, kneel, walk and stand, occasionally moving and traversing; and will frequently use a computer and/or phone. There may be repetitive motions, making substantial movements of the wrists, hands, and/or fingers. The employee needs the ability to wear personal protective gear correctly. This is considered sedentary work: exerting up to 10 to 25 pounds of force occasionally and/or a negligible amount of force frequently or consistently to lift, carry, push, pull or otherwise move objects, including the human body. Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The worker is subject to inside environmental conditions: protection from weather conditions but not necessarily from temperature changes and/or seasonal brightness through windows. This position may involve periodic stressful conditions. The Credit Union's business days are Monday through Saturday between the hours of 8:00 a.m. to 6:30 p.m.; however, this position may occasionally require an adjusted work schedule, overtime, and to include evening/weekend hours. The noise level in the work environment is usually moderate.

Disclaimer:

NOTICE: This job description does not create a contract of employment and at all times your employment, if any, remains at will. This job description also in no way limits the duties to be performed by the employee, which may be assigned or modified from time to time by Capital Educators Federal Credit Union. Please know that Capital Educators Federal Credit Union is an Equal Employment Opportunity Employer and all decisions regarding employment including hiring and promotion are based on the individual meeting the essential functions of the job, with or without reasonable accommodation, and without a direct safety threat or undue hardship.