Treasury Management Specialist – Client Growth

Sunwest Bank; Irvine (CA); On-site; USD 70,000 - 80,000; Full time

Job summary

Sunwest Bank in Irvine is seeking a Treasury Management Associate to support the Treasury Management team and deliver exceptional service to commercial clients. You will collaborate with Treasury Management Sales Officers to drive client onboarding, retention, and relationship growth.

The ideal candidate is customer-focused, proactive, and passionate about helping businesses optimize treasury solutions. This on-site role offers cross-department collaboration and opportunities for growth within a

Qualifications

• The role requires a high school diploma or equivalent with preferred higher education in business/finance.
• Minimum 3 years of banking, treasury management, cash management, or related financial services experience.
• Strong client service and relationship management skills.
• Excellent verbal, written, and interpersonal communication skills.
• 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, retention, revenue growth, and relationship expansion.
• Serve as a trusted contact for treasury management clients, providing responsive, professional, and solutions-oriented service.
• Assist clients with treasury management products and services, including cash management, online banking, payments, fraud prevention tools, and related solutions.
• Coordinate onboarding, implementation, maintenance, and ongoing support of treasury management services.
• Partner with Relationship Managers, Business Bankers, Operations teams, and other internal stakeholders to ensure a seamless client experience.
• Research and resolve client inquiries, service requests, and complex account issues in a timely manner.
• Identify opportunities to deepen client relationships and uncover treasury management needs that support client success and Bank growth.
• Assist with business development, client retention, and portfolio growth initiatives.
• Prepare reports, documentation, and department records with a high degree of accuracy and attention to detail.
• Serve as a treasury management resource for clients and employees by providing product knowledge, troubleshooting assistance, and guidance.
• Maintain a thorough understanding of Bank products, operational processes, treasury solutions, and regulatory requirements.
• Ensure compliance with all Bank policies, risk management standards, and applicable regulations.

Skills

Client relationship management

Communication skills

Analytical thinking

Time management

Banking technology platforms

Education

High School Diploma or equivalent

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

Tools

Microsoft Office

Banking software platforms

Job description

Sunwest Bank in Irvine is seeking a Treasury Management Associate to support the Treasury Management team and deliver exceptional service to commercial clients. You will collaborate with Treasury Management Sales Officers to drive client onboarding, retention, and relationship growth.

The ideal candidate is customer-focused, proactive, and passionate about helping businesses optimize treasury solutions. This on-site role offers cross-department collaboration and opportunities for growth within a