Treasury Analyst

WaFd Bank; Portland (OR); On-site; USD 33,000 - 47,000; Full time

Benefits offered by this job

Health insurance

Stock options

401(k) plan

Paid Parental Leave

Life and AD&D insurance

Long-term disability

Tuition Reimbursement

Employee assistance programs

Job summary

WaFd Bank is supporting Treasury Relationship Managers to promote and implement deposit and Treasury Management products for clients. The role involves assisting in sales calls, onboarding, and maintaining strong client relationships.

Excellent customer service is emphasized, with attention to regulatory compliance and internal collaboration. Travel within the state and occasional travel may be required.

Qualifications

• Bachelor's degree with a concentration in finance and/or accounting preferred.
• Thorough knowledge of bank operations, policies & products.
• Good math aptitude and MS Office proficiency.
• Minimum of 3 years of banking and/or treasury management sales experience.
• Certified Treasury Professional (CTP) or Accredited ACH Professional (AAP) preferred.

Responsibilities

• Partners with Treasury Relationship Managers to prepare for new client calls and to identify new sales opportunities with existing clients.
• Provides product knowledge expertise during sales calls with potential and existing clients.
• Provides effective sales culture leadership for the profitable expansion of Deposit and Treasury Management relationships to support strategic growth.
• Maintain and develop a strong internal network and deepen existing treasury relationships.
• Adherence to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations.
• Assist in producing professional quality proposals and respond to formal RFP's.
• Deliver excellent customer service to both external clients and internal colleagues throughout the bank.
• Conduct internal and external training sessions on product changes and Treasury Management.
• Maintain knowledge base of current and emerging business and Treasury Management products.
• Ensure the accurate implementation and servicing of all deposit and Treasury Management relationships.
• Update Treasury Relationship Managers regarding critical developments in customer relationships.
• Work with operations, servicing and product support personnel to ensure successful client on-boarding, customer satisfaction and ongoing support.
• Complete additional tasks and special projects as assigned by manager.

Skills

Strong math aptitude

Knowledge of bank operations

Banking/treasury sales experience

Education

Bachelor's degree in finance/accounting preferred

Tools

MS Office

Job description

Min

USD $24.27/Hr.

Max

USD $33.99/Hr.

Job Summary

This position is responsible for supporting Treasury Relationship Managers in business deposit product needs; attending sales calls with prospective clients, and effectively implementing and promoting those products to the client base.

Along with the key functions listed below, each position will be expected to uphold the value that WaFd Bank places on simply being kind when servicing our co-workers and WF clients.

KEY FUNCTIONS:

• Partners with Treasury Relationship Managers to prepare for new client calls and to identify new sales opportunities with existing clients;
• Provides product knowledge expertise during sales calls with potential and existing clients;
• Provides effective sales culture leadership for the profitable expansion of Deposit and Treasury Management relationships to support strategic growth;
• Maintain and develop a strong internal network and deepen existing treasury relationships.
• Adherence to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations.
• Assist in producing professional quality proposals and respond to formal RFP's.
• Deliver excellent customer service to both external clients and internal colleagues throughout the bank;
• Conduct internal and external training sessions on product changes and Treasury Management;
• Maintain knowledge base of current and emerging business and Treasury Management products;
• Ensure the accurate implementation and servicing of all deposit and Treasury Management relationships;
• Update Treasury Relationship Managers regarding critical developments in customer relationships;
• Work with operations, servicing and product support personnel to ensure successful client on-boarding, customer satisfaction and ongoing support.
• Complete additional tasks and special projects as assigned by manager.
• This position will be asked to provide coverage locally as well as throughout the state and potentially in other state(s).
• Occasional travel will be required.
• Lead effective relationship reviews identifying additional opportunities to expand services and revenue.
• Other duties assigned.

Qualifications

• Position requires a bachelor's degree with a concentration in finance and/or accounting preferred.
• Must possess a thorough knowledge of bank operations, policies, procedures & Bank/TM products.
• Must have a good math aptitude and be proficient in MS Office.
• Minimum of 3 years of banking and/or treasury management sales experience in a financial environment.
• Certified Treasury Professional (CTP) or Accredited ACH Professional (AAP) preferred.

Benefits

At WaFd Bank you get all of these great benefits!

• Paid time off for vacation, sick days and holidays
• Health insurance
• Stock options
• Bonus programs
• 401(k) plan
• Paid Parental Leave
• Life and AD&D insurance
• Long-term disability
• Tuition Reimbursement
• Employee assistance programs
• Pre-tax health and dependent-care spending plans

WaFd Bank Benefits Summary - Click here for more information

EEO Statement

We are committed to Equal Employment Opportunity and Aff… We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at 800.324.9375

EEO Policy Statement - WaFd Bank

Know Your Rights: Workplace Discrimination is Illegal - click here for more information

California Consumer Privacy Act 2026

Requisition Post Information* : Posted Date

9/2/2026