Treasury Management Officer

Where You Will Work

This is a remote position based in or near Lacey, WA, with regular travel required to Washington branch locations. Branches

Pay Range

The target annual pay range for this position is $75,856 - $86,200. The full annual pay range is $68,960 - $103,440.

Compensation decisions are determined using factors such as relevant job‑related skills, experience, and education or training.

Should an offer of employment be made, we will consider individual qualifications.

In addition to your salary, compensation incentives are available for the hired applicant.

Incentives are performance based and targets vary by role.

Job Overview

This position is responsible for driving deposit growth, fee income, and member satisfaction for Peak Credit Union’s Business Services division.

Includes developing new treasury management relationships, expanding and retaining existing member relationships, and serving as a trusted advisor by delivering tailored cash management and payment solutions.

Partners closely with Commercial Loan Officers, Small Business Development Officers, and internal teams to provide consultative sales, implementation support, ongoing relationship management, and subject‑matter expertise across the credit union’s suite of treasury products and services.

• What You’ll Do
• Develops and executes a treasury management sales strategy focused on new business acquisition and deepening existing member relationships.
• Conducts in‑person and virtual sales calls, needs assessments, and on‑site evaluations for prospective and existing business members.
• Maintains a strong pipeline of opportunities and consistently meets or exceeds deposit and fee income/revenue goals.
• Prepares and delivers tailored treasury management proposals, pricing recommendations, and presentations.
• Leads the full treasury management sales cycle, including discovery, proposal development, implementation coordination, and onboarding support.
• Serves as a key contributor to the continued build‑out, enhancement, and evolution of the Credit Union’s treasury management product suite, providing frontline insight into member needs, competitive gaps, and market trends.
• Partners with Business Services leadership, digital banking, operations, risk, IT, and vendor partners to identify, evaluate, and recommend new treasury products, services, and technology enhancements that support business member growth and operational efficiency.
• Serves as the primary treasury management advisor for assigned business members, ensuring solutions continue to align with their operational and financial needs.
• Coordinates calling efforts with Commercial Loan Officers and other internal partners to identify cross‑selling opportunities and provide holistic financial solutions.
• Conducts periodic account reviews, including transaction activity, limits (ACH, wires, RDC), and service utilization.
• Supports members with the set‑up and ongoing use of treasury management services both remotely and on‑site, as needed.
• Assesses operational and risk considerations related to treasury management services in collaboration with internal partners.
• Represents Peak Credit Union in the community at business networking events, trade shows, and treasury‑related industry functions as appropriate.
• Maintains strong awareness of treasury management trends, competitor offerings, and industry best practices.
• All other duties as assigned.
• When You’ll Be Working

Monday through Friday during standard business hours, with flexibility to work varying hours as needed. Regular travel to branch locations is required.

Qualifications

• Minimum of three (3) years’ experience in treasury management, cash management, business banking, or a related financial services role.

Would lean more on previous experience than on the bachelor’s degree.

• Bachelor’s degree in Finance, Business, or a related field of study.
• Bonus Points If You Have
• Certified Treasury Professional (CTP) designation.
• What You’ll Bring
• Strong working knowledge of treasury management, cash management, digital banking, and deposit products and services.
• Demonstrated success in consultative business‑to‑business sales and relationship management.
• Ability to clearly articulate complex financial solutions in a member‑friendly manner.
• Strong analytical, problem‑solving, and organizational skills with close attention to detail.
• Proven ability to manage multiple priorities in a fast‑paced, relationship‑driven environment.
• Excellent written, verbal, and interpersonal communication skills.
• Collaborative mindset with the ability to work effectively across teams.
• Prior experience working with small‑to‑mid‑size businesses strongly preferred.
• Ability to travel locally for member meetings, on‑site implementations, and business development activities. Valid driver’s license required.
• Total Rewards

This position is eligible for Full‑Time Regular benefits.

Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage.

• Includes an option for Medical, Dental, and Vision insurance to be paid at 100% by company for the employee only coverage.
• We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).
• Employees also have access to Life and AD&D insurance.
• Employees are able to enroll in our 401(k) plan.
• Full‑Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis.
• Full‑Time Regular hired employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self‑care time, and 16 hours of volunteer time.

All benefits except 401(k) start the first of the month following date of hire.

Employees become eligible to contribute to 401(k) on the first of the month following 60 days of employment.

Peak Credit Union participates in E‑Verify. We use E‑Verify to confirm the identity and employment eligibility of all persons hired to work in the United States.

Peak Credit Union is an affirmative action and equal opportunity employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

When you apply to a job on this site, the personal data contained in your application will be collected by Peak Credit Union.

Your personal data will be processed for the purposes of managing the Credit Union’s recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as otherwise needed in the recruitment and hiring processes.

Such processing is legally permissible under state and federal law.

Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by the Credit Union to help manage its recruitment and hiring process.

Your personal data will be retained by the Credit Union as long as the Credit Union determines it is necessary to evaluate your application for employment and as required under applicable state and federal law.

Greenhouse is under contractual obligation to keep such information confidential, and the Credit Union’s privacy practices comply with all applicable state and federal laws.

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