Treasury Management Associate

West Coast Community Bank; San Jose (CA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical/Dental/Vision

Vacation & Holidays

Volunteer time

Life insurance

401(k) match

Training & development

Job summary

West Coast Community Bank is seeking a Treasury Management Associate to support the Treasury Management Advisor and Manager. You will help with pre-call research, prepare pricing proposals, and draft post‑sales client documentation.

You will liaison among clients, the TM team, and the eBanking team to ensure a smooth implementation and a strong client experience. This on‑site role in San Jose emphasizes relationship building and experience with cash management products.

Qualifications

• Bachelor’s degree preferred or equivalent work experience.
• 2+ years’ experience with treasury management products, bank products, or client service.
• 2+ years’ advanced knowledge of bank and treasury products and services and ability to explain benefits to clients.
• Strong interest in working with Treasury partners to meet client cash flow needs.
• 2+ years’ experience in demonstrations and training clients on products.
• Solid sales, analytical, and quantitative skills to determine client needs.
• Proficient in Microsoft Office Suite (Outlook, Word, Excel).
• Excellent interpersonal skills and ability to partner across business units.

Responsibilities

• Provide pre-call research and, under supervision, develop proposals and pricing proposals; prepare post-sales client documentation.
• Conduct meetings with advisors for relationship reviews, product demos, and training.
• Serve as liaison between client, Treasury team, and eBanking team to ensure smooth implementation.
• Understand client Treasury structure and objectives.
• Track implementations to meet timelines and ensure accurate billing post-implementation.
• Prepare product agreements and obtain legal documentation; follow up on outstanding agreements.

Skills

Treasury management

Sales

Client service

Product demos

Pricing proposals

Microsoft Office

Communication

Education

Bachelor's degree or equivalent

Tools

MS Office Suite

Excel

Job description

Description

West Coast Community Bank is a top-rated community bank with a focus on serving the banking needs of businesses and individuals along the Central Coast, in Silicon Valley and throughout the Bay Area.

Delivery of relationship-based service with a solutions-driven focus sets us apart from the competition. We offer direct access to decision-makers combined with modern banking technologies and digital tools. The Bank is a leading SBA lender in Santa Cruz County and Silicon Valley and a top USDA lender in the state of California.

Since opening in 2004, we have proudly upheld our commitment to support regional well-being by actively participating in and donating to local nonprofit organizations. We engage in impactful volunteerism and support the greater economic vitality within our four-county reach, contributing more than 2,000 hours of volunteering annually.

Position Overview:

The Treasury Management Associate is an integral Treasury Management team member who contributes to new sales targets and achieving portfolio growth objectives. In this position, you will be supporting the Treasury Management Advisor & Treasury Management Manager with pre-call research, developing proposals, and preparing post-sales client documentation and interim documentation updates. You will serve as a liaison between the client, the TM Advisor, TM Manager and the eBanking team to ensure a satisfactory implementation experience. You will be responsible for having a strong knowledge of business banking requirements, cash management products and services, and the client portfolio to successfully analyze decisions made for the client. You may conduct joint sales calls with the Treasury Management Advisor or Treasury Management Manager.

This position is on-site at our San Jose location.

Requirements

Essential Job Functions:

• Provide Treasury Management Advisor & Treasury Management Manager with pre-call research and under supervision, develop proposals and pricing proposals and prepare post-sales client documentation
• Occasionally conducts meetings with the assistance of Treasury Management Advisor or Treasury Management Manager including conducting relationship reviews, product demos, product training and analyze perspective client statements for proposals.
• Serve as a liaison between the client, the TM team and the eBanking team to ensure a satisfactory implementation experience.
• Understand client’s Treasury management structure and objectives
• May conduct joint calls with the Treasury Management Advisor or Treasury Management Manager
• Responsible for tracking each implementation request to keep the progress on track to the timeline committed to the client. In addition to ensuring once the implementation is completed, the client is billed accurately
• Prepare product agreements, obtain legal documentation and proactively track and obtain outstanding agreements
• Interview customers by phone to obtain information required to prepare product contracts and specification sheets
• Create and manage implementation plans for large, complex clients.
• Participate in maintaining procedures for forms and agreements.
• Facilitate all product training with Client & eBanking Team for new customers and new users, either by phone or in person, as needed.
• Identify cross-sell opportunities within portfolio.
• Perform other tasks and duties as assigned.

Requirements:

Must be able to perform all the essential duties of the position satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor Degree preferred or equivalent work experience.
• 2 + years’ experience with treasury management products, bank products, client service or other directly related experience. A combination of education and experience may meet requirements.
• 2 + years’ Advanced knowledge of bank and treasury products and services including the ability to explain their benefits to clients and prospects
• Strong interest in working with experienced Treasury partners in order to recognize a client’s cash flow needs and apply appropriate banking solutions
• 2 + years’ experience in demonstration and training clients on products
• Solid sales, analytical and quantitative skills to determine the clients’ needs.
• Some new accounts knowledge preferred
• Must have foundational computer skills including: Microsoft Office Suite (Outlook email and calendaring), Word, Excel and the Internet.
• Excellent people skills, with an ability to partner multiple business units and partners.
• Possess personal qualities of integrity, credibility, and commitment to corporate mission.
• Reliable, dependable and punctual attendance.
• Flexible and able to multitask; can work within an ambiguous, fast-moving environment, while also driving toward clarity and solutions; demonstrated resourcefulness in setting priorities and guiding investment in people and systems.

Benefits:

• Medical, dental, and vision plans
• Vacation, sick leave, paid holidays
• Paid volunteer time
• Employer paid life insurance, long term and short term disability
• 401(k) with employer matching
• Ongoing training, professional development and career advancement opportunities

Physical Demands:

The physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate typical office equipment such as a computer, telephone, mouse and keyboard.
• Specific vision abilities required by this job include close vision requirements due to computer work.
• Light to moderate lifting may be required.
• Regular, predictable attendance is required; including the occasional evening and weekend work as business demands dictate.
• Travel between company locations as needed.

Work Environment

The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate noise (i.e., business office with computers, phone, and printers, moderate traffic).
• Ability to work in a confined area.
• Ability to sit or stand at a computer terminal for an extended period.