Treasury Management Associate

Sunwest Bank; Irvine (CA); On-site; USD 70,000 - 80,000; Full time

Job summary

Sunwest Bank in Irvine is seeking a Treasury Management Associate to support the Treasury Management team and deliver exceptional service to commercial clients. You will collaborate with Treasury Management Sales Officers to drive client onboarding, retention, and relationship growth.

The ideal candidate is customer-focused, proactive, and passionate about helping businesses optimize treasury solutions. This on-site role offers cross-department collaboration and opportunities for growth within a

Qualifications

• The role requires a high school diploma or equivalent with preferred higher education in business/finance.
• Minimum 3 years of banking, treasury management, cash management, or related 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.
• Proficiency with Microsoft Office and banking technology platforms.
• Working knowledge of banking regulations and operational procedures.

Responsibilities

• Support Treasury Management Sales Officers in client acquisition, retention, revenue growth, and relationship expansion.
• Serve as a trusted 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.

Skills

Client relationship management

Communication skills

Analytical thinking

Time management

Banking technology platforms

Education

High School Diploma or equivalent

Associate’s or Bachelor’s degree in Business, Finance, Accounting or related field

Tools

Microsoft Office

Banking software platforms

Job 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.

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

• 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

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.