Treasury Management (On-Site) - Quincy and surrounding areas

Plumas Bank; Quincy (CA); On-site; USD 34,000 - 48,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

Plumas Bank is seeking a Treasury Management Specialist to promote, onboard, and support treasury services for commercial and small business clients. The role focuses on onboarding, product reviews, and expert support across treasury applications.

The position requires effective communication with clients and partners, strong attention to detail, and the ability to manage multiple tasks in a fast-paced environment. A related banking background is preferred.

Qualifications

• Requires on-the-job experience in banking and client-facing roles.
• Strong communication with internal/external partners and customers.
• Experience with treasury applications and onboarding processes.

Responsibilities

• Discuss treasury service life cycle with clients from onboarding to ongoing support.
• Support treasury product reviews and annual process.
• Collaborate with business development and advisors to identify client needs.

Skills

Communication

Customer service

Attention to detail

Multitasking

Education

High school diploma or GED

3–5 years banking experience

Associate degree / digital or retail banking

Bachelor’s degree in business / accounting / finance

Tools

Microsoft Word

Excel

Bank systems

Job description

JOB SUMMARY

The Treasury Management Specialist works with digital banking, business development, and business advisors to promote,onboard, and support treasury management products and services to commercial and small business clients and prospectiveclients. Aids in product identification and implementation of technologies to meet the growing needs of current and potentialclients. Maintains and manages treasury annual product review process. Application expert for all treasury applications,facilitating training and maintaining service levels for client delivery and ongoing support.

JOB FUNCTIONS

Abilityto converse with clients regarding the product cycle of treasury services, onboarding throughcontinuing support. Associate degree or equivalent, bachelor’s degree preferred. Effectivelycommunicates with internal, external partners/vendors, and customers. Maintains and managestreasury annual product review process. Ability to identify client payment and treasury needs throughconversations aided by business development or business advisors. Ability to troubleshot and correctclient technical challenges. Work within designated onboarding and client support timeframes.
Ability to prioritize workload with high attention to detail with strong emphasis on the ability tomultitask and prioritize in a fast-paced work environment.

EDUCATION AND EXPERIENCE

• High school diploma or GED required.
• Three to five years’ banking experience, preferably retail banking, client-facing and back-office experience.
• Associate degree and/or a combination of education and experience in digital and/or retail banking.
• Bachelor’s degree in business, accounting, finance or related field preferred.
• Proficiency with Microsoft Word, Excel, and applicable Bank systems.

There are many reasons to work for Plumas Bank. Working for a company that has seen significant growth in recent years while still maintaining a family environment are just a couple reasons. Receiving the comprehensive benefits that Plumas Bank offers its' team members is another great reason! Plumas Bank offers competitive benefits. Salary range $25.00 - $35.00 per hour.

Plumas Bank is an Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.