Treasury Management Officer III

Sunflower Bank, N.A.; Irvine (CA); Hybrid; USD 150,000 - 190,000; Full time

Benefits offered by this job

401(k) plan with match

Health/Dental/Vision Insurance

Company-paid Life Insurance

Tuition Reimbursement

Fitness Reimbursement

Paid Time Off

Volunteer Leave

Paid Holidays

Job summary

Sunflower Bank, N.A. in Irvine, CA seeks a Treasury Management Officer III. The role requires deep expertise in treasury management, sales leadership, and strong collaboration across departments to grow commercial banking solutions.

The position is full-time with hybrid options and at least 10 years in financial services. A CTP designation is preferred, along with proven self-sourcing and successful team selling experience.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics or similar.
• Minimum of 10 years in a financial institution.
• Certified Treasury Professional (CTP) designation preferred.
• Ability to self‑source opportunities with a track record in team selling and lead sharing.
• Minimum of 5 years of RFP experience and ability to create proposals.
• Current understanding of treasury management products, cash-flow cycles, and working capital.
• Strong verbal and written communication skills.
• Ability to assess and manage risk/fraud; understands value propositions.
• Strong problem-solving, strategic thinking, time-management and organizational skills.

Responsibilities

• Provide high-quality service for internal and external customers and address needs, questions and concerns promptly.
• Prepare pro‑forma analyses of customers’ product sales potential and pricing proposals.
• Review and analyze current and potential commercial relationships and recommend suitable products and services.
• Contribute to marketing and sales programs for treasury management; develop prospecting and sales materials and reporting for the sales cycle.
• Prepare contracts and documentation for Treasury Management products in line with policies.
• Collaborate with other departments on Commercial Banking proposals and RFPs.
• Maintain knowledge of treasury management solutions and pricing to stay competitive.
• Leverage reporting tools to identify and convert sales opportunities.
• Perform duties in compliance with applicable laws, regulations and company policies.
• Perform other duties as assigned.

Skills

Communication

Strategic thinking

Time management

Organization

Problem solving

Relationship building

Self-sourcing opportunities

Education

Bachelor’s degree (Finance/Accounting/Business/Economics)

CTP designation (preferred)

Job description

Job Overview

Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full‑time position of Treasury Management Officer III at our Irvine, CA location. Hybrid options available.

Location: Irvine, CA (must be local to Orange County)

Minimum experience: 10 years in a financial institution.

Preferred credentials: Certified Treasury Professional (CTP) designation; self‑source opportunity experience with successful team selling and lead sharing; current understanding of treasury management products, offerings, cash‑flow cycles, and working capital; RFP experience; risk/fraud assessment expertise; strong verbal and written communication skills.

Compensation

Salary: $150k – $190k, dependent on knowledge, skills, experience, and location.

Responsibilities

• Provide an exceptional level of quality service for internal and external customers and respond to customers’ needs, questions and concerns accurately, effectively and in a timely manner.
• Prepare pro‑forma analyses of customers’ product sales potential and pricing proposals.
• Review and analyze current and potential commercial relationships and recommend appropriate products and services.
• Participate in the design of marketing and sales programs aimed at commercial customers for treasury management products; develop prospecting and sales materials and reporting used throughout the sales cycle.
• Prepare contracts, agreements and documentation for Treasury Management products and services in accordance with Sunflower Bank policies and procedures.
• Collaborate with other departments and team members on the preparation and presentation of Commercial Banking proposals and RFPs.
• Maintain industry knowledge of treasury management solutions and pricing to stay competitive.
• Leverage reporting and sales tools to proactively identify and convert sales opportunities.
• Perform the job in accordance with applicable industry laws, regulations and company policies.
• Perform other duties as assigned.

Education & Experience Preferred

• Bachelor’s degree in Finance, Accounting, Business, Management, Economics or similar; prior experience may substitute for a degree.
• Minimum of 10 years in a financial institution.
• Certified Treasury Professional (CTP) designation preferred.
• Ability to self‑source opportunities with a successful track record in team selling and lead sharing.
• Minimum of 5 years of RFP experience and the ability to create proposals.
• Current understanding of treasury management products, offerings, cash‑flow cycles, and working capital.
• Ability to assess and manage risk/fraud with a strong understanding of value propositions.
• Strong verbal and written communication skills.
• Strong problem‑solving, strategic thinking, time‑management and organizational skills.
• Strong ability to formulate partnerships with all levels in an organization.

Benefits

• 401(k) Plan with 6 % match
• Health/Dental/Vision Insurance
• Company‑paid Life Insurance
• Tuition Reimbursement
• Fitness Reimbursement
• Paid Time Off
• Volunteer Leave
• Paid Holidays
• Plus many more associate perks & incentives

How to Apply

If you qualify, apply online at www.sunflowerbank.com/careers.

Equal Opportunity

EOE/AA: Minorities, Females, Disabled, Vets.

Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.

California residents may be entitled to certain rights regarding their personal information. Additional information about our data collection practices and location‑specific notices is available on our privacy policy.