Senior Regional Treasury Sales Manager-(Hybrid)

Central 1 Credit Union

$125K — $155K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of experience in treasury, capital markets, or financial institution sales.
  • Experience with credit unions and understanding of balance sheet dynamics.
  • Proven track record in building trusted client relationships.
  • Strong knowledge of treasury and capital markets products including liquidity and risk management.
  • Undergraduate degree in Finance, Business, or Economics; additional credentials like CFA or MBA are advantageous.

Responsibilities

  • Deliver proactive treasury and capital markets coverage to clients.
  • Establish and nurture trusted advisor relationships with senior finance leaders.
  • Identify growth opportunities in funding, liquidity, and investment solutions.
  • Lead client strategy and individual sales activities.
  • Collaborate across teams to provide cohesive client solutions.
  • Manage the complete client experience and communicate externally.

Benefits

  • Work-life flexibility and a hybrid working environment.
  • Generous annual vacation allotment of four weeks.
  • Top-notch flexible benefits including family building and gender affirmation support.
  • Retirement savings plan with 6% employer matching.
  • Access to a learning platform and career development opportunities.
  • Virtual wellness platform and Wellness Flex Fund to support personal interests.
  • Paid day off to volunteer in the community.
Full Job Description
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 hiring for two roles one that will be BC based and one that will be Ontario based**

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.

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