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Résumé du poste

Serve as a trusted advisor to credit unions and financial institutions to originate treasury and capital markets opportunities. Lead client strategy and execute growth opportunities across funding, liquidity, and investment solutions.

Détails du poste

Central 1 cooperatively empowers credit unions and other financial institutions to deliver banking choice to Canadians. Central 1 provides critical services at scale to enable a thriving credit union system. We do this by collaborating with our clients, developing strategies, products and services to support the financial well-being of their more than 5 million diverse customers in communities across Canada. For more information, visit www.central1.com [https://www.central1.com]. What we offer: * Work-life flexibility * Hybrid work environment * Variable annual incentive plan * Generous annual vacation allotment * Top-notch flexible benefits plan including family building and gender affirmation * Retirement Plan, matched contributions at 6% * Access to a learning platform and educational assistance support * Access to a virtual wellness platform * Career development opportunities * Wellness Flex Fund to support personal interest and activities * Day off to volunteer in your community and other paid time off options * Corporate discounts *subject to employment agreement Job Summary: As a Senior Regional Treasury Sales Manager on the Central 1 team, you will serve as a trusted advisor, providing relationship-driven support to credit union members and select financial institutions. You will proactively engage clients, originate treasury and capital markets opportunities, and help strengthen their balance sheets, liquidity, and long-term financial resilience. We are only considering candidates who are currently based in British Columbia. What you'll be doing: * Deliver proactive, relationship-driven treasury and capital markets coverage to credit union and financial institution clients * Build trusted advisor relationships with senior treasury and finance leaders * Identify and execute growth opportunities across funding, liquidity, investment, and balance sheet solutions * Lead client strategy and treasury sales activities as an individual contributor * Collaborate cross-functionally to deliver seamless client solutions and insights * Own the end-to-end client experience and represent the organization externally Client Relationship Management * Act as the primary relationship lead for assigned clients, ensuring consistent, high-quality engagement * Develop a deep understanding of each client’s financial position, strategy, and risk profile * Coordinate internal partners to deliver a unified client experience * Proactively manage issues and continuously improve client satisfaction Sales & Business Development * Originate and advance treasury opportunities with existing and prospective clients * Lead sales efforts from opportunity identification through deal execution * Drive portfolio growth across treasury and capital markets offerings * Ensure proposed solutions are practical and aligned with service standards Client Engagement & Advisory * Create structured client coverage plans and maintain opportunity pipelines * Lead meetings, presentations, and educational sessions * Provide market insights and tailored treasury advice * Translate industry and regulatory trends into actionable client strategies Cross-Functional Collaboration * Partner with servicing, operations, and analytics teams to deliver solutions * Coordinate with risk, legal, and finance stakeholders to ensure compliance * Support RFIs, RFPs, and proposal development What you'll have: * 7+ years in treasury, capital markets, financial institution sales, or client relationship management with a focus on business development * Experience working with credit unions or financial institutions, including knowledge of balance sheets, liquidity, and funding strategies * Proven ability to build trusted client relationships and drive growth opportunities * Strong understanding of treasury and capital markets products (funding, liquidity, investments, securitization, and risk management) * Experience working as a senior individual contributor within cross-functional teams * Undergraduate degree in Finance, Business, Economics, or a related field; CFA, MBA, or similar designation is an asset Salary range: $125,000-$155,000 plus a variable pay incentive of 14%-21% The salary represents the job rate determined for the successful candidate who is fully competent in the role. The actual salary will vary depending on market conditions and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. In addition to a flexible hybrid work environment that supports work–life balance, you’ll enjoy a competitive bonus opportunity and four weeks of vacation. You’ll also receive a comprehensive benefits package, along with a retirement savings plan that includes employer matching at 6%. We’re committed to supporting both your growth and wellbeing, offering access to learning resources, career development opportunities, a virtual wellness platform, and a Wellness Flex Fund. You’ll also have five days of Family Responsibility Leave available for unexpected or urgent situations such as illness, health needs, or family emergencies. Central 1 does not use Artificial Intelligence (AI) technology to screen, assess, or select applicants during our recruitment process. This job posting is for an existing, specific vacancy within our organization. All applications will be considered exclusively for the position described in this posting. Central 1 is an equal opportunity employer and committed to building an inclusive workforce by creating an environment where everyone feels like they belong and has the opportunity to be successful. We welcome all applicants to join our diverse workforce and we will provide an accessible candidate experience including, but not limited to accommodations to interview sites and alternate formats upon request to our Recruitment team.

Ce que vous ferez

Serve as a trusted advisor to credit unions and financial institutions to originate treasury and capital markets opportunities. Lead client strategy and execute growth opportunities across funding, liquidity, and investment solutions.

Exigences

Requires 7+ years of experience in treasury, capital markets, or financial institution sales with a focus on business development. A bachelor's degree in Finance, Business, or Economics is required, with a CFA or MBA considered an asset.

Avantages

• Variable Annual Incentive Plan • Annual Vacation Allotment • Flexible Benefits Plan • Family Building Support • Gender Affirmation Support • Retirement Plan With 6% Matched Contributions • Learning Platform • Educational Assistance Support • Virtual Wellness Platform • Career Development Opportunities • Wellness Flex Fund • Paid Volunteer Day • Corporate Discounts • Family Responsibility Leave

Compétences indiquées

• Risk Management · Souhaitée
• Analyse financière · Souhaitée
• Business development · Souhaitée
• Cross-Functional Collaboration · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Treasury Sales
• Capital Markets
• Relationship Management
• Business Development
• Liquidity Management
• Funding Strategies
• Balance Sheet Optimization
• Client Strategy
• Risk Management
• Financial Analysis
• Securitization
• Cross-functional Collaboration
• Cross-Functional Collaboration
• Pipelines
• Proposal Development
• Time Off Management
• Resilience
• Service Standards
• Artificial Intelligence
• Balance Sheet
• Financial Institution
• Customer Relationship Management
• Business Economics
• Investments
• Chartered Financial Analyst
• Discounts And Allowances
• Environment Variables
• Finance
• Sales
• Learning Platforms
• Market Liquidity
• Operations
• Presentations
• Relationship Building
• Request For Proposal
• Sales Management
• Master Of Business Administration (MBA)

Domaines d’emploi

• Finance & Accounting
• Sales
• Management & Leadership
• Consulting
• Treasury Sales Analyst
• Territory / Regional Sales Manager
• Sales and Marketing Managers
• Sales Managers