Treasury Management Specialist

5 days ago


Irvine, California, United States CommerceWest Bank Full time
Job Title: Treasury Management Specialist

Salary Estimate: $60,000 - $80,000 per year

Job Description:

The Treasury Management Specialist will primarily be responsible for managing and growing new and existing client relationships within the Treasury Management Group's client base. This includes opening new accounts, superseding accounts, and serving as a point of contact for assigned clients.

This position involves frequent external client support calls, answering questions, and resolving problems related to the Bank's products and services. Responsibilities also include transitioning clients to the bank, deepening client relationships, and reviewing client analysis trial statements before closing the month cycle.

Key Responsibilities:

  • Opening new accounts and superseding existing ones
  • Serving as a point of contact for assigned clients
  • Resolving client issues and concerns
  • Transitioning clients to the bank
  • Deepening client relationships
  • Reviewing client analysis trial statements


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