Treasury Management Specialist: Onboarding & Client Support

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

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.