Treasury Management Sales Analyst (AVP/VP)

Cathay Bank in; El Monte (CA); On-site; USD 86,000 - 136,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability insurance

401(k)

FSAs/HSA contributions

Job summary

Cathay Bank is seeking an AVP/VP, Treasury Management Sales Analyst to support treasury management sales efforts, client onboarding, and operational coordination. This role focuses on enabling successful treasury management outcomes through expert guidance, analytics, and cross‑department collaboration.

The ideal candidate has 2–7+ years in treasury management or related financial services, strong customer service and analytical skills, and proficiency with treasury platforms and CRM systems.

Qualifications

• Bachelor's degree in Business Administration, Finance, Accounting, Economics, or related field preferred.
• Equivalent combination of education and relevant banking experience may be considered.
• AVP, 2-5+ / VP 5-7 years+ of Treasury Management, Deposit Operations, Commercial Banking, Business Banking, Treasury Implementation, or related financial services experience.

Responsibilities

• Provide day-to-day treasury management guidance to branch personnel, lenders, business bankers, and Treasury Management Sales Consultants.
• Assist Treasury Management Sales Consultants with client and prospect opportunities by identifying appropriate treasury products and solutions based on client needs.
• Coordinate client onboarding and implementation with TMIS, Operations, Product Management, Deposit Operations, and other internal partners.
• Maintain a strong working knowledge of treasury management products, procedures, service standards, and operational processes.
• Support compliance and risk management activities as assigned.

Skills

Customer service

Communication

Analytical skills

Multi-tasking

Microsoft Office

Education

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

Tools

CRM systems

Treasury management platforms

Job description

Cathay Bank is seeking an AVP/VP, Treasury Management Sales Analyst to support treasury management sales efforts, client onboarding, and operational coordination. This role focuses on enabling successful treasury management outcomes through expert guidance, analytics, and cross‑department collaboration.

The ideal candidate has 2–7+ years in treasury management or related financial services, strong customer service and analytical skills, and proficiency with treasury platforms and CRM systems.