Treasury Management Consultant

2 months ago

Myrtle Point, United States Tru Treasury Full time
Job DescriptionJob Description

Treasury Management Consultant

The Treasury Management Consultant will be responsible for leading advisory engagements with our client credit unions and community banks. These engagements can include discovery, analysis, and recommendations of treasury management products, platforms, and pricing, account analysis utilization and configuration recommendations, financial modeling and profitability analysis, recommendations on policy, procedures, agreements, onboarding, and servicing process for all aspects of a comprehensive treasury management program. Engagements would include product configuration and implementation guidance on both CU/FI sourced product platforms (FiServ, Q2, Alkami, etc.) and Tru Treasury platforms.

Key Responsibilities:

  • Consulting: Lead and engage in consultative activities with CU/FI clients to assess, research, analyze and advise on objectives and deliverables as outlined in specific Project Plan or Statement of Work. This could include project management and advisory work associated with implementing a CU/FI sourced product platform.

Qualifications: Qualified candidates will possess many, if not all, of the following experience, knowledge, and skills.

  • 5 + years' experience as a Treasury Management product and/or operations leader or consultant at a financial institution, consulting firm, or similar experience with a treasury product vendor/platform provider.
  • Extensive knowledge of treasury management products, platforms, and operations framework including Account Analysis
  • Strong financial management skills, including financial modeling and profitability analysis.
  • Project Management: demonstrated experience in project leadership and cross-functional collaboration, utilizing project management methodologies and practices
  • Bachelor's or master's degree in a related field of study.
  • CTP and/or AAP designation preferred not required.
  • Excellent written and verbal communication skills with the ability to communicate with various disciplines and roles at our client FI's.
  • Highly proficient in Excel, Word, PowerPoint. Project Management platform experience a plus.
  • Ability to work independently and effectively lead all assigned client engagements.
  • Ability to work in a virtual/remote environment.

Tru Treasury is a credit union service organization (CUSO) providing Treasury Management advisory, product, and integrated sales and support to credit unions and community banks. Our Mission is to provide these organizations with the expertise and scalability to launch and grow a competitive Treasury Management program for their clients and business members. Our Vision is for community financial institutions to be the primary financial provider for small businesses and the emerging middle market. Our Values that drive our purpose and engagement are Winning Together, having an Entrepreneurial Spirit, Performance with Purpose, and Continuous Improvement. We offer a competitive compensation package, a dynamic and experienced team, and the opportunity to help us build a truly unique organization in this market.



Job Posted by ApplicantPro

  • Director of Treasury Operations

    4 weeks ago

    Myrtle Beach, United States KPHG Full time

    Job Title: Director of Treasury Operations and Accounts Payable Overview: The Director of Treasury Operations and Accounts Payable is responsible for managing the team, tasks, and projects related to forecasting, banking administration, payments, banking relationships, and merchant card processes. Principal Duties and Responsibilities: Team and Task...

  • Director of Treasury Operations

    2 weeks ago

    Myrtle Beach, United States KPHG Full time $150,000 - $170,000

    Job DescriptionJob DescriptionJob Title: Director of Treasury Operations and Accounts PayableOverview: The Director of Treasury Operations and Accounts Payable is responsible for managing the team, tasks, and projects related to forecasting, banking administration, payments, banking relationships, and merchant card processes.Principal Duties and...

  • Director of Treasury Operations and Accounts Payable

    3 months ago

    Myrtle Beach, United States Capital Vacations Full time

    Purpose Director of Treasury Operations and Accounts Payable will manage the team, tasks and projects related to forecasting, banking administration, payments, banking relationships, and merchant card processes. Principal Duties and Responsibilities Manage the Treasury and Accounts Payable team and the day-to-day activities of the team to meet the...

  • Director Treasury

    2 weeks ago

    North Myrtle Beach, United States SVI Recruiting Group Full time

    Job DescriptionJob DescriptionDirector of Treasury and Accounts Payable will manage the team, tasks and projects related to forecasting, banking administration, payments, banking relationships, and merchant card processes.THIS IS AN ON-SITE ROLE... RELOCATION ASSISTANCE IS AVAILABLEPrincipal Duties and Responsibilities Manage the Treasury and Accounts...

  • SharePoint Consultant

    3 months ago

    Myrtle Point, United States ATS Full time

    Job DescriptionJob DescriptionCompany DescriptionAmerican Technology Services (ATS) is a Managed Services and Managed Security Services Provider providing unparalleled Information Technology services to businesses, organizations, and government agencies. For over 28 years, ATS has been helping organizations manage risk, align IT with the needs of the...

  • Business Development Consultant

    3 weeks ago

    Myrtle Point, United States League of Southeastern Credit Unions Full time

    Job DescriptionJob DescriptionThe League of Southeastern Credit Unions & Affiliates (LSCU & Affiliates) is looking to hire a full-time Business Development Consultant for our Business Development team. Are you naturally self-motivated and dedicated to excelling in a competitive sales environment? Are you well-versed in sales techniques and equipped with...

  • Consulting Engineer- Model based Manufacturing

    2 weeks ago

    Myrtle Point, United States GE Renewable Energy Power and Aviation Full time

    Job Description SummaryThe GE Aerospace Consulting Engineer leads projects and initiatives with broad scope and high impact to the business or is a recognized expert in Model based Manufacturing and Manufacturing Systems Engineering. In this role you will be responsible for major and complex assignments with long-term business implications, collaborate...

  • Leasing Consultant

    2 weeks ago

    Myrtle Beach, United States Fortis Property Management Full time

    Job DescriptionJob DescriptionDescription:Fortis Property Management Job DescriptionJob Title: Leasing Consultant (55+ Active Adult Community)Weekly Hours: 40Department: OperationsPrepared by: Human ResourcesReports to: Community ManagerDate:03/01/2024Position Overview:Help people find their new homes! Your main focus as a leasing consultant here at * insert...

  • Transfer Pricing Tax Manager

    3 months ago

    Myrtle Point, United States 3M Full time

    Job Description: Job Title Transfer Pricing Tax Manager Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it’s equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a...

  • AWS Presales Consulting Architect

    2 weeks ago

    Myrtle Point, United States Converge Technology Solutions Full time

    Job Summary: This exciting opportunity is full-time and permanent with Converge Technology Solutions. As the Partner Sales Consulting Architect for AWS Marketplace Solutions you will drive the execution and solution creation of our AWS Marketplace Managed Services and Professional Services listing. This role requires a combination of technical expertise,...

  • Leasing Consultant

    2 months ago

    High Point, United States ARI Apartment Management Full time

    Job DescriptionJob DescriptionLEASING CONSULTANT ABOUT THE CARROLL COMPANIESFor over 30 years, The Carroll Companies have been committed to achieving business success by providing innovative, cost-effective real estate developments and services.Headquartered in Greensboro, NC, The Carroll Companies features a collection of enterprises specializing in diverse...

  • Leasing Consultant

    3 months ago

    High Point, United States ARI Apartment Management Full time

    Job DescriptionJob DescriptionLEASING CONSULTANT ABOUT THE CARROLL COMPANIESFor over 30 years, The Carroll Companies have been committed to achieving business success by providing innovative, cost-effective real estate developments and services.Headquartered in Greensboro, NC, The Carroll Companies features a collection of enterprises specializing in diverse...

  • Sr Project Manager

    3 months ago

    Myrtle Point, United States GE Renewable Energy Power and Aviation Full time

    Job Description SummaryThere are two remedial project manager positions. One is anticipated to focus on the remedial design of PCB-impacted sediments and floodplain soils remediation projects in aquatic environments. The the second position is anticipated to focus primarily on the implementation of PCB sediment and floodplain soils remedial. Remedial Project...

  • Utilization Management Nurse Consultant

    1 week ago

    High Point, United States CVS Pharmacy Full time

    Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — with heart at its center — our purpose sends a personal message that how we...

  • Landscape Management Consultant

    5 days ago

    Dana Point, United States MONARCH ENVIRONMENTAL COMPANIES Full time $85,000 - $95,000

    Job DescriptionJob Description Job Description LANDSCAPE MANAGEMENT CONSULTANTDEFINITIONPerform regular inspection of common area landscapes, homeowner associations, sports parks, facilities, landscape slopes, v-ditches, water quality basins, bio-swales, medians, greenbelts and other landscaped areas as well as field maintenance and construction projects;...

  • Interconnection Manager

    3 months ago

    Myrtle Point, United States Engie Full time

    (Evergreen Posting)Please note that this job posting is for informational purposes only and does not correspond to a specific open position. Open positions will be posted as needed, and applications will be reviewed accordingly. Resumes submitted here may be contacted for future opportunities as they arise. For immediate openings, please visit our ENGIE...

  • Strategic Customer Success Manager-US

    1 month ago

    Myrtle Point, United States Silverfort Inc Full time

    Silverfort is a cyber security startup that develops a revolutionary identity protection platform. Our mission is to provide industry leading unified identity protection solutions for hybrid and multi cloud environments. Using patented technology, Silverfort's platform enables strong authentication across entire corporate networks and cloud environments,...

  • Technical Account Manager

    4 weeks ago

    Myrtle Point, United States Level AI Full time

    Level AI was founded in 2019 and is a Series C startup headquartered in Mountain View, California. Level AI revolutionizes customer engagement by transforming contact centers into strategic assets. Our AI-native platform leverages advanced technologies such as Large Language Models to extract deep insights from customer interactions. By providing actionable...

  • Content Management System Administrator/Computer Engineer III

    3 months ago

    Myrtle Point, United States Dynamic Solutions Technology LLC Full time

    Job DescriptionJob DescriptionDynamic Solutions Technology, LLC, a premier strategic services firm that meets IT and Service needs for commercial and government clients, is seeking a full-time Systems Administrator This is a remote flexibility position. ACTIVE SECRET CLEARANCE REQUIREDResponsibilities Include:Work in cross functional teams with network...

  • Manager Credit Risk Review

    7 days ago

    West Point, United States Webster Bank Full time

    If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our...