Treasury Management Specialist

5 days ago


Irvine, California, United States CommerceWest Bank Full time
{"title": "Treasury Management Specialist", "description": "Job Summary:

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
Requirements:
  • 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.)
About CommerceWest Bank:

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.

", "lang_code": "en"}

  • Irvine, California, United States CommerceWest Bank Full time

    About 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...


  • Irvine, California, United States Mechanics Bank Full time

    Treasury Operations SpecialistMechanics Bank is seeking a skilled Treasury Operations Specialist to support our team in Irvine. As a key member of our operations team, you will play a critical role in ensuring the smooth execution of Treasury Management products and services.Key Responsibilities:Implement Treasury Management product and service requests,...


  • Irvine, California, United States Mechanics Bank Full time

    Treasury Operations SpecialistMechanics Bank is seeking a skilled Treasury Operations Specialist to support our team in Irvine. As a key member of our team, you will play a critical role in delivering exceptional customer service and ensuring the smooth operation of our Treasury Management products and services.Key Responsibilities:Implement Treasury...


  • Irvine, California, United States CommerceWest Bank Full time

    Job 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.This...


  • Irvine, California, United States CommerceWest Bank Full time

    Job SummaryWe are seeking a highly skilled Treasury Management Officer to join our team at CommerceWest Bank. As a key member of our Treasury Management department, you will be responsible for providing exceptional support to our clients with their Treasury Management needs.Key Responsibilities:Support clients with Treasury Management products and services,...


  • Irvine, California, United States CommerceWest Bank Full time

    Job 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...


  • Irvine, California, United States Avanath Full time

    About the RoleAvanath Capital Management is seeking a detail-oriented and analytical individual to join our team as a Treasury Cash Management Specialist. In this role, you will be responsible for handling day-to-day treasury functions and transactions, monitoring cash levels at entities, and coordinating cash requirements with entity owners.The ideal...


  • Irvine, California, United States CommerceWest Bank Full time

    Job Summary:As a Treasury Management Officer at CommerceWest Bank, you will play a vital 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, Cas Vault Services, RDS, and Credit Cards. You will be...


  • Irvine, California, United States Pacific Premier Full time

    Treasury Management Sales Associate Job DescriptionThe Treasury Management Sales Associate is a key member of the Treasury Management team, responsible for contributing to new sales targets and achieving portfolio growth objectives. This role involves providing treasury management sales support to assigned Treasury Management Consultants, as well as other...

  • Treasury Manager

    3 weeks ago


    Irvine, California, United States GLOVIS America, Inc. Full time

    About GLOVIS America, Inc.GLOVIS America, Inc. is a leading third-party logistics provider headquartered in Irvine, CA. With a strong commitment to delivering exceptional service, we cater to the needs of our customers and vendors in the automotive, freight forwarding, parts distribution, used car, and fuel industries.Job SummaryThe Manager, Treasury &...


  • Irvine, California, United States Avanath Full time

    Job SummaryAvanath Capital Management is seeking a highly skilled Treasury Analyst to join our team. As a key member of our finance department, you will be responsible for managing cash levels, coordinating cash requirements, and processing lender reserve draws.The ideal candidate will have a strong background in accounting and experience in residential real...

  • Treasury Director

    4 days ago


    Irvine, California, United States Syntiant Full time

    Job Title: Treasury DirectorAt Syntiant Corp., we are seeking a highly experienced and skilled Treasury Director to lead our treasury and risk management functions. This is a unique opportunity to join a high-growth AI software and semiconductor solutions company and take our treasury operations to the next level.Key Responsibilities:Develop and maintain...

  • Treasury Analyst

    3 weeks ago


    Irvine, California, United States Avanath Full time

    Job DescriptionAvanath Capital Management is a leading residential real estate investment company seeking a detail-oriented and analytical individual to join our team as a Treasury Analyst. This role is responsible for handling day-to-day treasury functions and transactions, monitoring cash levels at entities, and coordinating cash requirements with entity...

  • Treasury Analyst I

    4 days ago


    Irvine, California, United States First Foundation Bank Full time

    Job SummaryWe are seeking a highly skilled Treasury Analyst I to join our team at First Foundation Bank. The successful candidate will be responsible for providing support to the Treasurer and other members of the Treasury team, including assisting with investment purchases and sales, maintaining treasury systems of record, and tracking and forecasting...


  • Irvine, California, United States CommerceWest Bank Full time

    Job SummaryAs 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 expertise on Online Banking, ACH Electric Wire Originations, Lockbox, Debit Card Orders, Bill Pay, Opening New Accounts, Cas Vault Services, RDS, and Credit Cards.Key...


  • Irvine, California, United States Vivant Talent Full time

    Job Title: Treasury AnalystWe are seeking a highly skilled Treasury Analyst to contribute to our company's financial success.Key Responsibilities:Compile and analyze cash position reports to ensure accurate financial data.Post entries and reconcile general ledger accounts associated with wire transfers, cash receipts, and foreign exchange deposits &...

  • Treasury Analyst

    4 days ago


    Irvine, California, United States West Coast University Full time

    Job Title: Treasury AnalystWest Coast University is seeking a highly skilled Treasury Analyst to join our team. As a key member of our financial operations team, you will be responsible for managing all banking operations, including inter-company transactions, wire transfers, and positive pay.Key Responsibilities:Process and reconcile daily cash transactions...


  • Irvine, California, United States PNC Full time

    Job DescriptionPNC is a leader in digital payment transformation, helping clients combat business challenges by developing and consulting on cutting-edge solutions to optimize working capital, achieve faster and more secure transactions, and unlock new potential for their company.Our Treasury Management platform helps clients optimize their financial...


  • Irvine, California, United States Hyundai Capital America Full time

    About the RoleWe are seeking a highly skilled Capital Markets Manager to join our team at Hyundai Capital America. As a key member of our Treasury department, you will be responsible for executing structured finance transactions, monitoring market conditions, and making strategic recommendations to optimize transaction execution.Key ResponsibilitiesManage...


  • Irvine, California, United States Hyundai Capital America Full time

    About the RoleWe are seeking a highly skilled Capital Markets Manager to join our team at Hyundai Capital America. As a key member of our Treasury department, you will be responsible for executing structured finance transactions, monitoring market conditions, and making strategic recommendations to optimize transaction execution.Key ResponsibilitiesManage...