Treasury Sales & Business Development Lead-(Hybrid)
External
Central1resources · Vancouver, CanadaFull-timeHybrid1w ago
ComplianceCross-functional CollaborationRisk Management
Prepare for this interview
EliteAI-generated questions, company research, and talking points tailored to this role
Responsibilities
- 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
- Client focused: Delivers thoughtful, value-driven solutions aligned with client needs
- Trusted advisor: Builds credibility with senior stakeholders through insight-led engagement
- Commercial judgment: Balances growth with risk awareness and long-term client interests
- Proactive & accountable: Self-directed with strong ownership and initiative
- Collaborative: Partners effectively across teams to deliver a seamless client experience
- Strategic & analytical: Turns market trends and data into actionable client insights
- Clear communicator: Explains complex concepts confidently and simply
- Adaptable: Performs well in fast-paced, evolving environ
Benefits
Work-life flexibilityHybrid work environmentVariable annual incentive planGenerous annual vacation allotmentTop-notch flexible benefits plan including family building and gender affirmationRetirement Plan, matched contributions at 6%Access to a learning platform and educational assistance supportAccess to a virtual wellness platformCareer development opportunitiesWellness Flex Fund to support personal interest and activitiesDay off to volunteer in your community and other paid time off optionsCorporate discounts*subject to employment agreementJob Summary:We are open to candidates BC (Western Region) *Paid time offFlexible schedule
Additional Information
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 .
Your Match
How well this role fits your profile.
Company Intel
What employees say
Worked at central1resources? Share your experience