Treasury Management Associate Manager

Sunwest Bank; Irvine (CA); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation

Retirement plan

Career growth

Job summary

Sunwest Bank is seeking a Treasury Management Associate Manager in Irvine, CA to lead and develop the Treasury Management Associate team. The role oversees day-to-day support for Treasury Management Sales Officers, Commercial Banking partners, and clients through sales, onboarding, implementation, and ongoing service life cycle.

The ideal candidate combines treasury management expertise with strong leadership, relationship management, and process improvement skills.

Qualifications

• Bachelor’s degree or equivalent work experience in a related field.
• Minimum 5 years of Treasury Management, Cash Management, Commercial Banking, or related financial services experience.
• Minimum 4 years of management, supervisory, or team leadership experience.
• Strong knowledge of treasury management products, commercial banking services, payment systems, and client onboarding processes.
• Experience supporting sales teams and managing commercial client relationships.
• Strong organizational, analytical, problem-solving, and project management skills.

Responsibilities

• Lead, coach, mentor, and develop a team of Treasury Management Associates.
• Establish performance goals, provide ongoing coaching, and conduct performance reviews.
• Manage staffing, workload distribution, and team coverage to meet service standards.
• Support Treasury Management Sales Officers and Commercial Banking teams with proposals, RFP responses, pricing analyses, presentations, and onboarding documentation.
• Participate in client meetings, product demonstrations, onboarding discussions, and implementation calls as needed.
• Serve as an escalation point for complex client service and implementation issues.
• Oversee treasury management onboarding and implementation activities to ensure quality, accuracy, and timeliness.
• Support treasury products and services including ACH Origination and Receivables, Positive Pay, Remote Deposit Capture, Lockbox, Wire Transfers, Merchant Services, Integrated Payables, Account Analysis, Online Banking, and API/ERP integrations.
• Partner with Operations, Compliance, Risk Management, Information Technology, and third-party providers to support client needs and issue resolution.
• Identify and implement workflow improvements, automation opportunities, and operational efficiencies.
• Develop and maintain procedures, service standards, training materials, and best practices.
• Lead special projects related to treasury management growth, technology enhancements, onboarding improvements, and reporting initiatives.
• Ensure adherence to NACHA rules, regulatory requirements, bank policies, and operational controls.
• Support ACH underwriting, approvals, portfolio monitoring, audits, and examinations.
• Develop and monitor team KPIs, onboarding metrics, service standards, implementation timelines, and client satisfaction measures.
• Utilize Salesforce, CRM systems, workflow tools, and reporting platforms to improve performance and visibility.

Skills

Leadership

Coaching

Treasury management

Client relationship management

Project management

Communication

Microsoft Office

Education

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

Tools

Salesforce

CRM platforms

Job description

Position:Treasury Management Associate Manager

Location: Irvine, CA

Remote Status: On-Site

Job Id:988-Backfill

# of Openings:1

Job Title:

Treasury Management Associate Manager

Department:

Treasury Management

Reports to:

Treasury Management Director

Status:

About the role

Sunwest Bank is seeking an experienced and client-focused Treasury Management Associate Manager to lead and develop the Treasury Management Associate team. This role is responsible for overseeing the day-to-day support provided to Treasury Management Sales Officers, Commercial Banking partners, and clients throughout the sales, onboarding, implementation, and ongoing service lifecycle.

The Treasury Management Associate Manager will drive operational excellence, enhance the client experience, improve team performance, and support Treasury Management growth initiatives. The ideal candidate combines treasury management expertise with strong leadership, relationship management, and process improvement skills.

Schedule: Monday – Friday

Travel: Minimal as needed

What You'll Do:

• Lead, coach, mentor, and develop a team of Treasury Management Associates.
• Establish performance goals, provide ongoing coaching, and conduct performance reviews.
• Manage staffing, workload distribution, and team coverage to meet service standards.
• Support Treasury Management Sales Officers and Commercial Banking teams with proposals, RFP responses, pricing analyses, presentations, and onboarding documentation.
• Participate in client meetings, product demonstrations, onboarding discussions, and implementation calls as needed.
• Serve as an escalation point for complex client service and implementation issues.
• Oversee treasury management onboarding and implementation activities to ensure quality, accuracy, and timeliness.
• Support treasury products and services including ACH Origination and Receivables, Positive Pay, Remote Deposit Capture, Lockbox, Wire Transfers, Merchant Services, Integrated Payables, Account Analysis, Online Banking, and API/ERP integrations.
• Partner with Operations, Compliance, Risk Management, Information Technology, and third-party providers to support client needs and issue resolution.
• Identify and implement workflow improvements, automation opportunities, and operational efficiencies.
• Develop and maintain procedures, service standards, training materials, and best practices.
• Lead special projects related to treasury management growth, technology enhancements, onboarding improvements, and reporting initiatives.
• Ensure adherence to NACHA rules, regulatory requirements, bank policies, and operational controls.
• Support ACH underwriting, approvals, portfolio monitoring, audits, and examinations.
• Develop and monitor team KPIs, onboarding metrics, service standards, implementation timelines, and client satisfaction measures.
• Utilize Salesforce, CRM systems, workflow tools, and reporting platforms to improve performance and visibility.

What We're Looking For

(Required)

• Bachelor’s degree in Business, Finance, Accounting, Economics, or related field, or equivalent work experience.
• Minimum 5 years of Treasury Management, Cash Management, Commercial Banking, or related financial services experience.
• Minimum 4 years of management, supervisory, or team leadership experience.
• Strong knowledge of treasury management products, commercial banking services, payment systems, and client onboarding processes.
• Experience supporting sales teams and managing commercial client relationships.
• Strong organizational, analytical, problem-solving, and project management skills.
• Excellent verbal, written, and presentation communication skills.
• Proficiency with Microsoft Office applications, CRM systems, and treasury management platforms.

(Nice to Have)

• Certified Treasury Professional (CTP) designation.
• Salesforce experience or experience with a comparable CRM platform.
• Experience managing treasury management implementations and onboarding projects.
• Knowledge of ACH processing, wire services, fraud prevention solutions, and account analysis.
• Experience with API, ERP, accounting software, and treasury integration solutions.
• Commercial banking treasury sales support experience.

Why You'll Love Working Here:

• Collaborative and client-focused environment.
• Opportunity to lead and develop a high-performing team.
• Strong partnership with Commercial Banking, Treasury Management, Operations, and executive leadership.
• Lead strategic treasury initiatives and operational enhancements.
• Influence client experience and Treasury Management growth across multiple markets.
• Opportunity to drive process improvement, automation, and team development.

Benefits or Perks

• Competitive compensation package.
• Retirement savings and professional development opportunities.
• Career growth within a growing commercial banking organization.

Compensation:

Competitive and commensurate with experience.

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.

Light: Office work, some lifting, bending, stooping or kneeling, walking

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 his/her 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 designed 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.