Treasury Solutions Specialist - Client Growth & Onboarding

Sunwest Bank; Scottsdale (AZ); On-site; USD 65,000 - 85,000; Full time

Job summary

Sunwest Bank is seeking a Treasury Management Associate to support the Treasury Management team and deliver exceptional service to commercial clients in Scottsdale. You will collaborate with Sales Officers to drive client onboarding, retention, and growth, while ensuring accurate reporting and strong cross-functional coordination.

The role emphasizes client-focused service, product knowledge, and compliance with banking regulations.

Qualifications

• Minimum of 3 years of banking, treasury management, cash management, commercial banking, or financial services experience.
• High attention to detail and accuracy in documentation and reporting.
• Ability to work with cross-functional teams to deliver client solutions.
• Proficiency with banking technology platforms and related systems.

Responsibilities

• Support Treasury Management Sales Officers in client acquisition, retention, revenue growth, and relationship expansion.
• Serve as a trusted contact for treasury management clients with responsive, solutions-oriented service.
• Assist clients with treasury management products and services including cash management, online banking, payments, and fraud prevention tools.
• Coordinate onboarding, implementation, maintenance, and ongoing support of treasury management services.
• Collaborate with Relationship Managers, Business Bankers, Operations, and others to ensure a seamless client experience.
• Research and resolve client inquiries, service requests, and complex account issues promptly.
• Identify opportunities to deepen client relationships and uncover treasury management needs.
• Assist with business development, client retention, and portfolio growth initiatives.
• Prepare reports and department records with high accuracy and attention to detail.
• Provide product knowledge and troubleshooting to clients and employees.

Skills

Client service

Relationship management

Verbal and written communication

Analytical/problem-solving

Time management

Microsoft Office

Banking technology platforms

Regulatory knowledge

Education

High School Diploma or equivalent

Associate’s or Bachelor’s degree in Business/Finance/Accounting

Tools

Microsoft Office

Job description

Sunwest Bank is seeking a Treasury Management Associate to support the Treasury Management team and deliver exceptional service to commercial clients in Scottsdale. You will collaborate with Sales Officers to drive client onboarding, retention, and growth, while ensuring accurate reporting and strong cross-functional coordination.

The role emphasizes client-focused service, product knowledge, and compliance with banking regulations.