Senior Advisor for Treasury Sales & Development
Central 1 Credit Union
Become a trusted advisor at Central 1 as a Treasury Sales & Business Development Lead. Focus on managing relationships with credit unions and financial institutions to enhance their financial stability and liquidity. This senior role requires a strong background in treasury and capital markets sales, with over seven years of experience. You will collaborate with internal partners to develop comprehensive client strategies that respond to industry trends and regulatory environments, ensuring a tailored approach for every client. Key Responsibilities:
- Lead client relationship management and engagement
- Originate treasury opportunities and advance sales leads
- Create and execute structured client coverage plans
- Collaborate with risk, legal, and finance stakeholders
- Present market insights and customized advisory sessions
- Over 7 years in treasury or capital markets experience
- Expertise with financial institution balance sheets
- Strong client relationship-building skills
- Experience within cross-functional teams
- Undergraduate degree in Finance or related discipline
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