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About the Role

Serve as a trusted advisor, providing relationship-driven support to credit union members and select financial institutions. Proactively engage clients, originate treasury and capital markets opportunities, and help strengthen their balance sheets, liquidity, and long-term financial resilience.

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
• 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
• 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
• 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
• 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

Requirements

• 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

Skills

• Treasury
• Capital markets
• Financial institution sales
• Client relationship management
• Business development
• Balance sheets
• Liquidity
• Funding strategies
• Treasury products
• Capital markets products
• Investment
• Securitization
• Risk management

Location

• BC based
• Ontario based

Work Type

• Hybrid work environment

Experience Level

• Senior

Education Level

• Undergraduate degree in Finance, Business, Economics, or a related field
• CFA, MBA, or similar designation is an asset

Salary/Compensations

• $120,000-$160,000 per year, which includes total compensation with an incentive bonus component equivalent to 14%–21% of base salary.

Benefits

• 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
• Four weeks of vacation
• Comprehensive benefits package
• Retirement savings plan that includes employer matching at 6%
• Five days of Family Responsibility Leave

About the Company

• 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.
• Our total rewards package goes beyond what goes into your credit union account.
• For eligible employees, we offer a comprehensive compensation structure consisting of a competitive base salary and individual and company-wide annual incentive, matched contributions for your retirement plan and a top-notch benefits plan.
• Beyond the numbers, we think about you as a person, offering work-life flexibility, career development opportunities and a day off to volunteer in your community.

Equal Opportunity

• 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.
• Central 1 is committed to building a diverse and inclusive workforce by creating an environment where everyone feels like they belong and has the opportunity to be successful.
• We are welcoming of all applicants and we will provide an accessible candidate experience