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Central 1

Senior Manager, Treasury Client Sales-(Hybrid)

Posted 4 Days Ago
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In-Office
2 Locations
Senior level
In-Office
2 Locations
Senior level
Senior Manager delivering relationship-driven treasury and capital markets coverage to credit unions and financial institutions. Originate funding, liquidity, investment, and balance-sheet solutions; lead client strategy and sales; coordinate cross-functional teams to execute deals and improve client financial resilience.
The summary above was generated by AI

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 

  • 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 Manager on the Treasury Client Coverage & Sales team at Central 1, you’ll be a trusted advisor delivering relationship-driven coverage to credit union members and select financial institutions. You’ll proactively engage clients, originate treasury and capital markets opportunities, and help strengthen their balance sheets, liquidity, and long-term financial resilience.
 

In this role, you’ll act as a primary client contact and collaborate closely with product, servicing, and analytics partners to deliver seamless, high-value solutions. By driving deeper relationships and sustainable growth, you’ll play a key part in advancing Central 1’s mission of supporting the success of the credit union system.

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

  • 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 environments

Salary range: $96,000-$125,000

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 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.

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 Mississauga, Ontario, CAN Office

2810 Matheson Blvd. E., , Mississauga, ON , Canada, L4W4X7

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