Treasury Ops Specialist — Propel Small-Biz Banking

Mechanics Bank; Irvine (CA); On-site; USD 34,440 - 41,328; Full time

Benefits offered by this job

Health benefits

401(k) plan

Paid holidays

Paid time off

Life Insurance

Job summary

Mechanics Bank seeks a Treasury Operations Specialist to join our on-site team in Irvine. You will assist small business customers with Business Online Banking and Treasury Management products, handling requests, accuracy checks, and client training on product use.

Key duties include processing maintenance requests, performing risk reviews for ACH/RDC, guiding access and authorization, and supporting staff with product features. Travel is 0–10% as needed.

Qualifications

• High School Diploma or GED required.
• 3 years of treasury operational experience preferred.
• General knowledge of Treasury Management products and services.
• Knowledge of Federal and State banking regulations relating to Online Banking and ACH operations.
• Excellent communication and problem-solving skills.
• Proficient in Microsoft Office Suite.

Responsibilities

• Implements Treasury Management requests and processes input for systems.
• Processes maintenance requests for Business Online Banking and Treasury Management services, including risk reviews for ACH/RDC.
• Reviews service requests ensuring proper authorization and access.
• Provides training and support for Treasury services by phone, online or email.
• Assists staff with Treasury Management product features and reports.
• Monitors multiple email inboxes and request databases for incoming work.
• Adheres to security/audit procedures and regulations.
• Maintains knowledge of Mechanics Bank Treasury offerings and systems.
• Participates in UAT for Treasury projects as required.
• Bills customers for Treasury products and orders equipment as needed.
• Other duties as assigned.
• Travel 0-10%.

Skills

Treasury operations

Treasury Management knowledge

Analytical problem solving

Organizational skills

Excellent communication

Microsoft Excel

Education

High School Diploma/GED

Tools

Remote Deposit Capture

Microsoft Office Suite

Job description

Mechanics Bank seeks a Treasury Operations Specialist to join our on-site team in Irvine. You will assist small business customers with Business Online Banking and Treasury Management products, handling requests, accuracy checks, and client training on product use.

Key duties include processing maintenance requests, performing risk reviews for ACH/RDC, guiding access and authorization, and supporting staff with product features. Travel is 0–10% as needed.