Treasury Management Specialist I: Cash Flow Expert

1 day ago


Traverse City, Michigan, United States 4Front Credit Union Full time

About the Role

We are seeking a highly skilled Treasury Management Specialist I to join our team at 4Front Credit Union. This is an exciting opportunity to contribute to the growth and success of our organization.

Key Responsibilities

  • Provide exceptional support to the VP of Treasury Management, business members, and staff by performing various tasks as assigned.
  • Assist with answering questions, solving problems, and coordinating documentation on business services requests.
  • Maintain department files, complete required report reviews, and maintain report history for audit purposes.
  • Process and prepare business member enrollment documentation, including the enrollment form, proof of entity filing, operating agreement, resolutions, and picture identification of all signers.
  • Identify potential problems with information received from members and coordinate with the necessary party to resolve the problems or missing information.
  • Establish and maintain effective and professional relationships with members, vendors, and trade professionals.
  • Actively work to build member relationships by assisting business members regarding financial matters and cross-selling other products and services.

Requirements

  • A strong understanding of treasury management principles and practices.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
  • Strong analytical and problem-solving skills.
  • High school diploma or equivalent required; associate's or bachelor's degree preferred.

Salary

The salary for this position is estimated to be around $45,000 - $55,000 per year, depending on experience.

Benefits

At 4Front Credit Union, we offer a competitive benefits package that includes medical, dental, and vision insurance, 401(k) matching, paid time off, and more.



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