Treasury Management Specialist
5 days ago
As a Treasury Management Specialist at CommerceWest Bank, you will play a critical role in managing and growing client relationships within the Treasury Management Group. Your primary responsibilities will include opening new accounts, superseding existing accounts, and serving as the primary point of contact for assigned clients. You will be highly involved in external client support calls, answering questions, and resolving issues related to the Bank's products and services. Additionally, you will be responsible for client transitions to the bank and deepening the client relationship by reviewing client analysis trial statements before the end of the month cycle.
Key Responsibilities:- Manage and grow client relationships within the Treasury Management Group
- Open new accounts and supersede existing accounts
- Serve as the primary point of contact for assigned clients
- Provide exceptional client support and resolve issues related to the Bank's products and services
- Assist with client transitions to the bank and deepen the client relationship
- High School Diploma required; College degree preferred
- 2-4 years of general banking experience, especially in product knowledge, commercial banking, and core processing software
- Exceptional organizational skills and ability to multitask
- Excellent verbal and written communication skills
- Strong presentation skills
- Proficiency in Microsoft Office (Outlook, Word, Excel, etc.)
At CommerceWest Bank, we strive to provide a complete, safe, and sound banking experience for each client. We work to accommodate our clients' needs rather than forcing them to accommodate us. By employing a strategically selected team of experienced professionals, we carefully shepherd the assets entrusted to us.
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Treasury Management Specialist
4 days ago
Irvine, California, United States CommerceWest Bank Full timeAbout the RoleWe are seeking a highly skilled Treasury Management Specialist to join our team at CommerceWest Bank. As a key member of our Treasury Management Group, you will be responsible for managing, supporting, and maintaining client relationships within our client base.Key ResponsibilitiesManage and grow new and existing client relationships within the...
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Treasury Management Specialist
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Irvine, California, United States CommerceWest Bank Full timeJob Summary:As a Treasury Management Officer at CommerceWest Bank, you will play a critical role in supporting our clients with their Treasury Management needs. This includes providing assistance with Online Banking, ACH Electric Wire Originations, Lockbox, Debit Card Orders, Bill Pay, Opening New Accounts, Cash Vault Services, RDS, and Credit Cards. You...
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