Role Description We’re looking for a Treasurer, you will be responsible for the overall administration of budgeting/forecasting, Asset Liability Management (ALM), running CECL models, cash flow and liquidity management, and investing recommendations for the Bank. You will also provide crucial assistance in the preparation of consolidated financial statements and ensure compliance with generally accepted accounting principles. What You’ll Contribute as the Treasurer - Budgeting & Forecasting: - Direct and organize the preparation of the annual operating budget. - Converting current overall budget into detailed departmental budgets for future planning. - Maintain budget information in the accounting system. - Review budget variances to ensure accurate, timely and updated reporting to management. - Support sound financial forecasting. - Strategic Liquidity Management: - Support strategic planning by reviewing and analyzing “what if” scenarios and preparation of various cost analyses and projections. - Continuously review the Bank’s cash management position to ensure adequate liquidity and cash optimization efforts. - Asset Liability Management: - Proactively manage the Bank’s asset liability and capital stress. - Test modeling initiatives including interest rate risk, liquidity risk, and balance sheet optimization. - Prioritize accuracy and integrity of data incorporated into ALM and capital stress testing activities. - Oversee updates to model assumptions to support a comprehensive internal control environment. - Reporting & Recommendations: - Present trends, opportunities, and issues to committees and senior management, making recommendations for action as appropriate. - Support overall soundness of the financial department by reviewing and assisting in the development of finance policies and procedures. - Support the Chief Financial Officer in potential growth opportunities as needed and directed. - Champion Our Mission, Protect What Matters: - Embody a commitment to environmental, social, and economic justice. - Apply curiosity and interest in our core values and pursue education related to sustainability practices. - Demonstrate an understanding of established Bank policies, procedures, and regulations. - Question suspicious activity and stay in close collaboration with our Compliance department. - Stay informed on legal context and regulatory requirements. Qualifications - 5+ years of progressive experience supporting the finance department of a growing Bank in accounting or financial analysis. - Bachelor's degree in accounting or equivalent education. - CPA designation preferred. Requirements - Entrepreneurial Self-Starter Mentality - You take charge of your work product and take pride in delivering consistently great and measurable results. - Master Communicator - You communicate with confidence, precision, and professionalism. - Banking & Fintech Acumen - You are highly educated in financial products and services, applicable regulations and laws. - Tech-Forward and Analytical Thinking - You learn new tools quickly and leverage technology to optimize your work product. - Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do. Benefits - Compensation - In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. - Health Coverage - 100% employer-paid for employees; employer contribution for dependents. - Medical, Dental & Vision Insurance. - Health Savings Account (HSA). - Free Telemedicine access via Teladoc. - 401(k) with 6% Employer Match - No Vesting Period. - Employee Stock Options. - Exclusive Employee Banking Perks. - 0% Financing for Employee Solar Loans. - Employee Only Mortgage Product with exclusive interest rates and terms. - 0% Financing for Eligible Electric Vehicles (EVs). - Referral Incentives. - Generous Paid Time Off - 2–4 Weeks of Vacation based on officer level plus additional tenure-based time. - 64 Hours of Paid Sick Time for all full-time employees. - Company-Paid Life Insurance. - Short- & Long-Term Disability Insurance. - Voluntary Life, Accident & Critical Illness Coverage. - Employee Assistance Program (EAP) with free counseling, legal, and financial services.

• Manage, grow, and expand the TGaS portfolio within assigned accounts by developing relationships with key decision makers within large & mid-size companies. • Think strategically about complex client organizations of all sizes and understand how to unlock growth opportunities in those accounts for existing and new TGaS solutions. • Provide vision and direction for identifying and qualifying leads on behalf of TGaS Advisors. • Report directly into the SVP and be the overall account lead for 10-12 large/mid-size accounts overseeing contracted business advisory services and business development efforts across all TGaS Advisors solutions. • Be primary advisor for the Commercial Operations leader(s) through advisory and peer-to-peer membership services. • Lead and provide oversight for contracted multi-solution benchmarks partnering with the TGaS PMO and Operations leads. • Responsible for an annual revenue goal and expanding the TGaS business in both existing and whitespace accounts. • Create annual and long-term business plans for accounts in collaboration with TGaS Solution Leads. • Review plans on a quarterly basis to determine where adjustments may be required. • Maintain professional and up-to-date knowledge in the assigned targeted accounts and TGaS service capabilities to serve as a basis for providing "value added" expanded services to all appropriate clients. • Participate in monthly updates with TGaS Solution Leads and Trinity Life Sciences partners that review current engagement and identify potential new opportunities. • Act as a TGaS business unit liaison with broader Trinity Life Sciences Account Leads and Team to assist in building relationships, forming strategic partnerships to identify business opportunities for Trinity Life Sciences offerings. • Actively research, synthesize, and communicate current trends and changes in the industry.

• Guide and manage the activities of the Enterprise Account Executives to ensure that company revenue goals and objectives are exceeded • Juggle the closing of current-quarter deals while nurturing longer-term opportunities • Coordinating and leading weekly and monthly one-on-one and team pipeline reviews, meetings, and training sessions to ensure ongoing improvement and best-practice sharing. • Running daily and weekly activities, pipelines, forecasts, and closing deals to ensure above-quota results based on successful pipeline management • Attracting, hiring, onboarding, and retaining top sales talent • Display a detailed understanding of business needs and revenue potential for Enterprise accounts in the assigned region

• Provide executive leadership and strategic oversight across service lines for Workers’ Compensation (WC) & Motor Vehicle Accidents (MVA). • Define the vision, strategy, and operating model for WC and MVA. • Ensure sustained revenue growth and operational excellence. • Identify opportunities, mitigate risk, and drive innovation. • Establish frameworks and performance expectations for effective execution by the leadership team.