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VP Treasury – Business Solutions
Hope Credit Union. Lead the creation, development, and ongoing management of a comprehensive suite of treasury management products and services for business and commercial customers .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Treasury Management, including product development, customer onboarding, and strategic sales initiatives. Proven ability to analyze market trends and customer needs to drive growth and enhance service offerings.
Highest-signal resume keywords
Treasury ManagementProduct DevelopmentCustomer OnboardingFinancial Services ManagementMerchant Services
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Treasury Management SystemsProduct RoadmapsPricing StrategiesAdoption PlansData Analysis
Soft Skills
Clear CommunicationCustomer Relationship ManagementCreative Problem SolvingStrategic ThinkingPersistence
Tools & Technologies
Merchant Services PlatformsPayment ServicesCash Management Solutions
Industry Keywords
Financial ServicesCommercial BankingBusiness BankingCustomer SatisfactionCompliance Standards
About the role
Key responsibilities & impact- Lead the creation, development, and ongoing management of a comprehensive suite of treasury management products and services for business and commercial customers
- Drive non-interest income, increase share of wallet, deepen customer relationships, and expand access to payments, deposits, cash flow management, merchant services, business online banking, and other treasury management solutions
- Support outside business calls with regional business development managers and other line of business partners to identify customer and prospect needs and present appropriate solutions
- Support effective onboarding experiences for business and commercial customers
- Lead, support, and participate in strategic sales conversations with customers, partners, and internal stakeholders
- Participate in joint member and prospect calls to assess treasury management needs, recommend solutions, and support relationship growth
- Document customer needs, proposed solutions, next steps, revenue opportunities, and partner accountability
- Monitor onboarding, adoption, customer satisfaction, and revenue performance
- Analyze customer needs, market trends, and feedback to inform product strategy and service enhancements
- Ensure products, services, and onboarding practices align with regulations, compliance standards, risk expectations, and HOPE’s mission
- Conduct competitive analysis and market research
- Develop product roadmaps, pricing recommendations, adoption goals, and performance measures
- Collaborate with retail, commercial, marketing, operations, compliance, legal, and support teams
- Provide training, support, and resources to promote treasury management solutions
- Lead the development and expansion of Treasury Management Services, including merchant services, online business banking, and payments-related solutions
- Partner with regional business development managers on outside calling efforts
- Support vendor management and build external partnerships
- Collaborate with marketing to develop product messaging, sales campaigns, and customer education materials
- Create sales tools and materials communicating value, benefits, pricing, and capabilities
- Communicate product performance, revenue results, customer adoption, and pipeline updates to senior leadership and stakeholders
- Perform all other duties as assigned
Requirements
What you’ll need- Minimum High School or GED
- 7+ years’ experience in treasury management, financial services management, business and product development, business banking, commercial banking, or related financial services functions
- Experience creating and maintaining treasury management product roadmaps, customer onboarding frameworks, pricing strategies, and adoption plans
- Bachelor’s degree or equivalent education and experience in a relevant field preferred
- Experience in Treasury Management, merchant services, business online banking, commercial banking, or Financial Services Product Development preferred
- Familiarity with treasury management systems, business customer onboarding, merchant services platforms, payment services, or cash management solutions preferred
- Deep understanding of partner and member needs with a commitment to exceptional service
- Ability to think long-term, anticipate trends, and align efforts with HOPE’s mission
- Strong drive to develop creative, scalable, and impactful financial solutions
- Demonstrated ability to deliver results and drive growth through persistence and initiative
- Skilled in analyzing trends, interpreting data, and making insight-driven decisions
- Clear and compelling communication tailored to varied audiences
- Understanding of HOPE’s structure, mission, and strategic priorities
- Candidates must be legally authorized to work in the United States at the time of application and throughout the duration of employment
- HOPE does not participate in or engage in any form of visa sponsorship
Benefits
Comp & perks- Paid Vacation and Sick Time
- 11 Paid Holidays
- 401(k) with Company Match
- Medical, Dental, and Vision Benefits
- Flexible Spending Account (FSA)
- Disability Benefits
- Life Insurance, Critical Illness, Accident
- Employee Assistance Program (EAP)
- Tuition Reimbursement
- Professional Development