AVP/VP - Treasury Relationship Manager
Summit Credit Union · West Bend, Wisconsin, US
At Summit Credit Union , we believe strong treasury partnerships are foundational to healthy businesses and thriving communities.
Job description
At Summit Credit Union , we believe strong treasury partnerships are foundational to healthy businesses and thriving communities. As our AVP/VP Treasury Relationship Manager , you’ll play a key role in growing core deposits, delivering best‑in‑class treasury solutions, and building trusted relationships that fuel long-term member success. If you’re a driven relationship-builder who thrives on consultative sales, collaboration, and creating value for business members—this could be your next great move. What You’ll Do (Your Impact): - Grow Deposits & Fee Income by developing new treasury and deposit relationships across business, commercial, municipal, and individual segments through referrals and self-sourced efforts. - Retain, Cultivate & Expand Relationships by actively managing and growing an existing portfolio of treasury and deposit members. - Partner for Success by collaborating closely with the Commercial Lending team to win opportunities and deliver integrated financial solutions. - Lead the Sales Process by scheduling and running client meetings, presentations, product demonstrations, and managing the full treasury services sales and implementation lifecycle. - Deliver Trea...