Treasury Services Manager

*Amazing Opportunity with Gulf Winds Credit Union*

Treasury Services Manager

Gulf Winds Credit Union

Pensacola, FL

Position Summary

The Treasury Services Manager is responsible for the overall strategic direction, profitability, and growth of the credit union's Treasury Management and cash management program. This individual serves as the sole program administrator and subject matter expert, driving non-interest fee income and commercial deposit growth through direct business development and product lifecycle management.

Essential Functions + Responsibilities

Business Development & Member Advisory: Executes a proactive sales and outreach program to

cross-sell treasury services to high-value commercial members and prospective businesses.

Collaborates closely with Commercial Lenders and branch teams to identify pipeline

opportunities and design complex liquidity solutions for members.

Program Administration & Lifecycle Management: Oversees the design, pricing,

implementation, and overall performance metrics of all treasury and commercial cash management products. Evaluates profitability models and adjusts fee structures to drive non-interest income.

Operational Risk, Compliance & Underwriting: Manages program risk by ensuring all electronic

banking, ACH processing, remote deposit capture, and wire services strictly adhere to regulatory

rules (such as NACHA and BSA) and internal credit union credit risk underwriting policies.

Vendor & Platform Management: Serves as the primary liaison for third-party commercial

platform vendors, troubleshooting system delivery issues, evaluating platform capabilities, and

coordinating technical updates.

Internal Support & Training: Acts as the sole subject matter expert to train internal credit union

teams on commercial cash management capabilities, product features, and onboarding workflows.

Performance Measurements

• Uses excellent judgement in establishing and maintaining working relationships, solves problems, and produces accurate outcomes with limited supervision.

• Effectively works both autonomously and collaboratively, manages time effectively, and prioritizes work appropriately to meet deadlines and goals.

• Works in a goal-oriented environment to achieve goals and objectives focused on loan volume, credit quality, fee income, and referral of other Credit Union products and services.

• Demonstrates in-depth knowledge of Treasury Management products to educate existing and prospective Business Members on the features, benefits and value propositions related to each service.

Knowledge and Skills

Experience: Three years to five years of similar or related experience.

Education: (1) A two-year college degree, or (2) completion of a specialized certification or licensing,

or (3) completion of specialized training courses conducted by vendors, or (4) job-specific

skills acquired through an apprenticeship program.

Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts

become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Other Skills

Exceptional member service skills

Problem Solving and decision-making skills

Good judgement; adheres to timelines and schedules

Shows initiative in development and completion of projects

Consultative selling skills

Excellent written and verbal skills

Ability to work independently and as the subject matter expert

Knowledge of commercial banking

Ability to analyze financial information

Proficient in Microsoft Office Suite or similar software