Starting pay range: $81,098.00 - $100,180.08

Location: Eugene, Oregon. This position is hybrid (remote and on-site) in Oregon.

OCCU is here to enrich lives. We do this by hiring tenacious, humble, and big-hearted individuals who are driven to work hard; contribute to an outstanding member experience; support their community through volunteering and advocating for community needs and are dedicated to their own individual growth and development.

The Treasury Management Advisor works with current and prospective business members to provide consultative advice on working capital and cash flow practices to develop treasury management and deposit business. They manage business relationships to ensure proper servicing of accounts and expanding existing business. They prepare sales presentations, explain services offered, provide product demonstrations, and recommend solutions which would benefit business members.

Every day you will:

• Consistently demonstrates alignment with OCCU vision and values.
• Demonstrate extensive knowledge of treasury management products and servicing.
• Meet with current and prospective members either in-person or virtually to review product offerings with an emphasis on developing new business and expanding existing relationships.
• Develop and maintain positive relationships with the highest level of professionalism and responsiveness by providing timely and accurate support, resolution and prompt communication on all Treasury Management products and services.
• Perform evaluations to determine the needs for Treasury Management services.
• Draft and respond to business requests for proposals (RFPs).
• Assess risks associated with potential treasury management solutions and ensure solutions are in compliance with organizational best practices and all regulatory requirements.
• Contribute to team goals by proactively seeking new business opportunities. Meet or
• Exceed established production targets.
• Assist with preparing standardized reports for leadership.
• Partner with internal stakeholders and leadership to develop and implement treasury management products.
• Ensure that work and solutions maintain compliance with OCCU and regulatory standards.

To thrive in this role, you must have:

• A minimum of five years of experience in treasury management or commercial banking.
• Exceptional ability to build and nurture relationships with members and internal partners.
• Established knowledge of financial core and digital systems.
• Demonstrated skills in Microsoft Office Suite

Bachelor’s degree in finance or related field required and/or demonstrated experience driving measurable business outcomes.

An equivalent combination of experience and education that demonstrates the knowledge, skills and abilities required for the position will be considered in lieu of the outlined requirements.

Qualified candidates for this position will have the relevant education and experience necessary to perform the essential functions and meet the minimum performance expectations for this position with or without accommodation.

OCCU offers a robust compensation and benefits package including:

• Low-cost medical, dental, and vision insurance.
• 401(k) retirement plan with employer match.
• Paid time off in addition to 12 paid holidays.
• Tuition reimbursement for eligible education and training.
• Company-paid long-term disability.

OCCU is an Equal Opportunity Employer.