Sign upLog in
See more jobs
Sunwest Bank logo

Treasury Management Associate

Sunwest Bank

  • Irvine, California
  • 6 days ago
    Want to know if you’re a fit?
    Upload your resume and let our AI show you.

    Skills

    • Accountingunmatched
    • Alliance/Partner Managementunmatched
    • Analysis Skillsunmatched
    • Bank Managementunmatched
    • Bank Secrecy Actunmatched
    • Banking Operationsunmatched
    • Banking Regulationsunmatched
    • Banking Servicesunmatched
    • Business Bankingunmatched
    • Business Developmentunmatched
    • Business Operationsunmatched
    • Cash Managementunmatched
    • Commercial Bankingunmatched
    • Communication Skillsunmatched
    • Compensation and Benefitsunmatched
    • Cross-Functionalunmatched
    • Customer Acquisitionunmatched
    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Customer Relationship Management (CRM)unmatched
    • Customer Retention/Renewalunmatched
    • Customer Service Managementunmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • Documentationunmatched
    • Establish Prioritiesunmatched
    • Financeunmatched
    • Financial Servicesunmatched
    • Identify Issuesunmatched
    • Insuranceunmatched
    • Interpersonal Skillsunmatched
    • Maintain Complianceunmatched
    • Meet Sales Quotaunmatched
    • Merchant Servicesunmatched
    • Microsoft Officeunmatched
    • Onboardingunmatched
    • Online Bankingunmatched
    • Operations Processesunmatched
    • Performance Reviewsunmatched
    • Physical Demandsunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Process Improvementunmatched
    • Product Managementunmatched
    • Regulationsunmatched
    • Regulatory Requirementsunmatched
    • Relationship Managementunmatched
    • Reporting Skillsunmatched
    • Resolve Customer Issuesunmatched
    • Revenue Growthunmatched
    • Risk Managementunmatched
    • Sales Managementunmatched
    • Sales Supportunmatched
    • Service Deliveryunmatched
    • Team Playerunmatched
    • Time Managementunmatched
    • Treasuryunmatched
    • Treasury Managementunmatched
    • Writing Skillsunmatched

    Description

    Job Title: Treasury Management Associate
    Department: Treasury Management
    Reports to: Treasury Advisor Manager
    Status: Non-Exempt   Exempt

    About the Role

    The Treasury Management Associate plays a key role in supporting the Bank’s Treasury Management team and delivering exceptional service to commercial and business banking clients. This position partners closely with Treasury Management Sales Officers to support client acquisition, onboarding, retention, and ongoing relationship management.
    The ideal candidate is customer-focused, proactive, and passionate about helping businesses optimize their banking and treasury solutions. This role offers the opportunity to work directly with business clients, collaborate across multiple departments, and contribute to the growth of a dynamic, relationship-driven organization.

    Work Details

    Schedule: Monday – Friday, 8:30 am - 5:00 pm
    Work Location: Onsite 
    Travel: None

    What You'll Do:

    • Support Treasury Management Sales Officers in achieving goals related to client acquisition, retention, revenue growth, and relationship expansion.
    • Serve as a trusted point of contact for treasury management clients, providing responsive, professional, and solutions-oriented service.
    • Assist clients with treasury management products and services, including cash management, online banking, payments, fraud prevention tools, and related solutions.
    • Coordinate onboarding, implementation, maintenance, and ongoing support of treasury management services.
    • Partner with Relationship Managers, Business Bankers, Operations teams, and other internal stakeholders to ensure a seamless client experience.
    • Research and resolve client inquiries, service requests, and complex account issues in a timely manner.
    • Identify opportunities to deepen client relationships and uncover treasury management needs that support client success and Bank growth.
    • Assist with business development, client retention, and portfolio growth initiatives.
    • Prepare reports, documentation, and department records with a high degree of accuracy and attention to detail.
    • Serve as a treasury management resource for clients and employees by providing product knowledge, troubleshooting assistance, and guidance.
    • Maintain a thorough understanding of Bank products, operational processes, treasury solutions, and regulatory requirements.
    • Ensure compliance with all Bank policies, risk management standards, and applicable regulations.
    • Perform additional duties and special projects as assigned.

    What We’re Looking For

    Required

    • High School Diploma or equivalent required.
    • Minimum of 3 years of banking, treasury management, cash management, commercial banking, or financial services experience.
    • Strong client service and relationship management skills.
    • Excellent verbal, written, and interpersonal communication skills.
    • Strong analytical, problem-solving, organizational, and time-management abilities.
    • Ability to prioritize multiple responsibilities and work effectively in a fast-paced environment.
    • Proficiency with Microsoft Office applications and banking technology platforms.
    • Working knowledge of banking regulations and operational procedures.

    Nice to Have

    • Associate’s or Bachelor’s degree in Business, Finance, Accounting, or a related field.
    • Treasury Management or Cash Management experience.
    • Experience supporting commercial and business banking clients.
    • Familiarity with ACH, wire transfers, remote deposit capture, positive pay, merchant services, and digital banking solutions.
    • Knowledge of treasury products and cash management services.

    Why You’ll Love Working Here:

    • Team Culture

    At Sunwest Bank, we believe great relationships drive great results. You'll work alongside experienced banking professionals in a collaborative, service-driven environment that values integrity, accountability, innovation, and teamwork.

    • Growth Opportunities

    Build meaningful client relationships, expand your treasury management expertise, and contribute directly to helping businesses achieve their financial goals while advancing your banking career.

    • Benefits or Perks

    • Opportunity to work with commercial and business banking clients.
    • Exposure to a broad range of treasury management products and services.
    • Collaborative cross-functional partnerships throughout the Bank.
    • Professional development and career growth opportunities.
    • Meaningful impact on client success and organizational growth.

    Posting Location(s):

    • Irvine Corporate Office

    Compensation:

    • $70,000-$80,000 + bonus + benefits

    Physical Demands:

    In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently abled individuals to perform the essential functions of the job.
    Sedentary: Limited activity, no lifting, limited walking
    Moderate: Mostly standing, walking, bending, frequent lifting
    Light: Office work, some lifting, bending, stooping or kneeling, walking
    Arduous: Heavy lifting, bending, crawling, climbing

    The Fine Print:

    This job description reflects the general nature of the role and may change as business needs evolve. We are an equal opportunity employer. Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.
    Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.
    Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank’s Code of Ethics and Conduct. Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for their position.
    Note: The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.
    Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on Sunwest Bank’s review of criminal conviction history, including pretrial diversions or program entries.
     

    Numbers & Facts

    LocationIrvine, California
    IndustryBanking
    Company Size50 to 99 employees
    Year Founded1970
    Websitehttps://www.sunwestbank.com/

    About Company

    Sunwest Bank has been consistently named one of the top performing banks in the United States by American Banker and SNL Financial. Sunwest’s primary focus is commercial business and real estate banking. Through 12 targeted locations across the Western United States, Sunwest offers a full suite of private and commercial banking services to its clients.

    Since 2009, Sunwest has completed five failed bank acquisitions beginning with the acquisitions of MetroPacific Bank of Irvine. Later that year, Sunwest expanded the franchise south to San Diego with the acquisition of Pacific Coast National Bank. Its expansion continued beyond the California border with the acquisition of First State Bank of Flagstaff from the FDIC, adding a presence in Northern Arizona. In 2013, the Bank expanded into the Northwest by acquiring the Washington-based Westside Community Bank which added two locations outside of Tacoma. Sunwest then broadened its Northwest presence to Boise through acquiring the failed Syringa Bank from the FDIC, adding nearly $140 million in assets and a network of five Idaho branches. In the latter half of last year, the Bank broadened its footprint further by adding LPOs in both the Salt Lake City and Phoenix, Arizona markets. These three out-of-state acquisitions and two de novo LPOs have positioned Sunwest well as it embarks on its next expansionary phase.

    Sunwest Bank operates with an iron clad balance sheet of $885 million in assets, $111 million in tangible capital and $4MM in reserves, making it well poised to continue its growth.

    Sunwest Bank is the flagship of H Bancorp, a $1.3 billion privately-owned bank holding company with a controlling interest in Bay Bank located in the Baltimore/D.C. corridor. H Bancorp provides strategic leadership, access to capital and an opportunity to participate credits across the entire H Bancorp family.

    SUNWEST BANK – AN ENTREPRENEURIAL BUSINESS BANK
    Sunwest prides itself on being an entrepreneurial and innovative commercial business bank. The Bank positions itself through deep knowledge in lending niches ensuring our people are regarded as trusted advisors and not simply bankers. It is with this approach that we provide impeccable service to our clients.

    Resume Resources

    Free Resume TemplatesFree Resume Builder

    Similar Jobs

    See more jobs