Treasury Management Specialist

Sunwest Bank; Boise (ID); On-site; USD 60,000 - 90,000; Full time

Job summary

Sunwest Bank is seeking a Treasury Management Associate to support a dynamic treasury management team servicing commercial clients in Boise, Idaho. You will partner with sales and relationship teams to onboard clients, implement treasury solutions, and foster long-term relationships.

The role emphasizes proactive service, product knowledge, and cross-department collaboration to drive client success and bank growth. Strong communication and regulatory awareness are essential.

Qualifications

• High School Diploma or equivalent.
• Minimum of 3 years banking, treasury management or related experience.
• Strong client service and relationship management skills.
• Excellent verbal, written, and interpersonal communication.
• Strong analytical, problem-solving, organizational and time-management abilities.
• Proficiency with Microsoft Office and banking technology platforms.
• Working knowledge of banking regulations and operational procedures.

Responsibilities

• Support Treasury Management Sales Officers in client acquisition and revenue growth.
• Serve as a trusted contact for treasury management clients with responsive service.
• Assist clients with treasury products including cash management, online banking, payments and fraud tools.
• Coordinate onboarding, implementation, maintenance and ongoing support of treasury services.
• Collaborate with Relationship Managers, Operations and other stakeholders for a seamless client experience.
• Research and resolve client inquiries and service requests promptly.
• Identify opportunities to deepen client relationships and treasury needs.
• Assist with business development, client retention and portfolio growth.
• Prepare reports and maintain department records with accuracy.
• Provide product knowledge and troubleshooting to clients and staff.
• Maintain understanding of bank products, treasury solutions and regulatory requirements.
• Ensure compliance with bank policies and risk management standards.

Skills

Client service

Relationship management

Analytical thinking

Time management

Communication

MS Office

Banking regulations

Education

High School Diploma

Associate/Bachelor’s degree (Nice to have)

Tools

Banking platforms

Microsoft Office

Job description

Sunwest Bank is seeking a Treasury Management Associate to support a dynamic treasury management team servicing commercial clients in Boise, Idaho. You will partner with sales and relationship teams to onboard clients, implement treasury solutions, and foster long-term relationships.

The role emphasizes proactive service, product knowledge, and cross-department collaboration to drive client success and bank growth. Strong communication and regulatory awareness are essential.