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.
What we offer:
- Work-life flexibility
- Hybrid work environment
- One time allowance to set up your office for remote first employees
- 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:
Join our dynamic Treasury team at Central 1 and become the pivotal force driving client success! As the Treasury Advisor, you'll be at the forefront, igniting connections, and championing our suite of Treasury products. Your role isn't just about managing relationships—it's about shaping them, fostering growth, and uncovering new possibilities. With your knack for interpersonal finesse and unwavering professionalism, you'll navigate the financial landscape with confidence, delving into asset/liability management, interest rate risk, investments, liquidity, and foreign exchange with ease. But it doesn't stop there; you'll be the linchpin, orchestrating seamless collaboration between internal teams and external partners to ensure our clients receive unparalleled service and adherence to the highest Treasury standards. Ready to make an impact? Join us and let's embark on this exciting journey together!
What you'll be doing:
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Provide first rate courteous service to members, striving to increase member satisfaction with the level of service provided.
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Ensure superior member service by acting as a point of contact and trusted advisor for credit unions/clients regarding treasury and funding services.
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Promote and expand the penetration of Central 1’s services by offering a full range of financial services and funding strategies.
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Establish strong client relationships through “face-to-face” meetings.
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Develop and provide ongoing staff training as needed for various products and services.
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Proactively identify new business development opportunities with both existing and new clients.
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Address client issues on a timely basis.
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Lead and coordinate internal business partners, support groups and management to deliver integrated treasury solutions.
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Provide management with market competitive intelligence including feedback on key trends, client impact and growth opportunities.
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Partner closely with other Central 1 Relationship Managers to identify cross-selling opportunities for Treasury.
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Assist the Managers to make accurate and well thought through decisions on product structures and product offerings.
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Provide backup support for Contract Management, as needed: completing and processing administrative forms; performing procurement and contract administration duties; maintaining records in CRM (Salesforce); retrieving tableau reports;
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Stay abreast of the markets by reviewing daily/weekly market reports and having discussions with the traders, to provide guidance to our credit unions/clients.
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Ensures accuracy in inputting daily tickets and prompt preparation of all assigned reports.
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Keep well abreast of industry developments to assist the Manager with advice and direction to Central 1 clients.
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Attend relevant conferences and keep up-to-date with key industry publications.
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Identify process improvements and provide direction to ensure documentation is up to date.
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Perform ad-hoc projects as assigned.
What you'll have:
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A university education in business or economics is preferred.
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Second to none interpersonal skills are required coupled with a history of proven sales success.
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Deep understanding of the financial markets and products gained through at least five to seven years of experience in a Treasury environment. Exposure to treasury operations is a plus. Trading experience is also a benefit.
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Accuracy and attention to detail is critical in this function as it has a direct impact on profitability.
Salary Range: $72,000-$84,600
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.
#LI-Hybrid
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.
What We Do
Central 1 cooperatively empowers credit unions and other financial institutions who 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.
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