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Treasury Management Associate

4 weeks ago

Irvine, United States Sunwest Bank Full time

The Treasury Management Associate position is responsible for supporting the Treasury Management Sales Officers and overall department efforts in achieving quality customer relations and production. In this role you will regularly interact with clients, internal and external, within the context of the bank’s strategic growth plan, identifies unmet client needs, and supports achievement of team or market goals in new client development and retention, non-credit loss prevention, and revenue growth. Ensures compliance with established company policies and procedures.

Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Home Mortgage Disclosure Act, Real Estate Settlement Procedures Act, Fair Credit Reporting Act, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act.

**ESSENTIAL DUTIES AND RESPONSIBILITIES**
- The Treasury Management Services Associate is responsible for supporting Treasury Management Sales Officers and department administrative/reporting requirements
- Regularly interacts with clients, internal and external, within the context of the bank’s strategic growth plan, identifies unmet client needs, and supports achievement of team or market goals in new client development and retention, non-credit loss prevention, and revenue growth
- Ensures compliance with established Company policies and procedures
- Work with the Treasury Sales Officers and important business partners in client relationship planning, business development and retention efforts
- Provides accurate, timely and extensive information to all client inquiries and requests to ensure high level of customer service and retention of clients
- Resolves customer complaints and takes appropriate action to prevent future problems
- Assists all areas of the Bank to coordinate inter and intra-departmental activities; resolves inquiries or issues relating to treasury management matters
- Act as a resource person for the bank and its customers for all Treasury related products; including answering inquiries, researching unusual or irregular transactions, and exercising a high level of judgment in advising employees and clients
- Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions
- Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action
- Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values
- Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions
- Ability to deal with complex problems involving multiple facets and variables in non-standardized situations
- Performs duties specific to the position and other functions as assigned

**ADDITIONAL RESPONSIBILITIES**
- Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
- Demonstrates high level of quality work, attendance and appearance
- Adheres to all Company Policies & Procedures and Safety Regulations
- Adheres to local, state and federal laws
- Understands and complies with all company rules and regulations
- Additional duties as assigned as it relates to the position

**SUPERVISORY RESPONSIBILITIES**

This position does not have supervisory responsibilities

**MINIMUM QUALIFICATIONS**
- High School Diploma and at least 3 years of banking or financial services industry experience required
- Work related experience consist of cash management, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry
- Basic skills in computer terminal and personal computer operation; intermediate typing skills to meet production needs of the position
- Basic math skills: ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs
- Knowledge of related state and federal banking compliance regulations, Bank operational policies and procedures, and the Bank’s products and services
- Ability to read, analyze and interpret gen

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