Treasury Management Officer

5 days ago


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 the primary point of contact for external client support calls, answering questions and resolving issues related to our Treasury Management products and services.

Key Responsibilities:
  • Support clients with Treasury Management needs, including Online Banking, ACH Electric Wire Originations, and Lockbox services.
  • Provide assistance with Debit Card Orders, Bill Pay, Opening New Accounts, Cas Vault Services, RDS, and Credit Cards.
  • Be the primary point of contact for external client support calls, answering questions and resolving issues.
  • Work closely with the Treasury Management Manager to ensure seamless delivery of Treasury Management services.
Requirements:
  • A minimum education level of a High School diploma; a College degree is preferred.
  • 4-5 years of general banking experience, including Treasury Management Support and knowledge of bank core processing software.
  • Exceptional organizational skills and the ability to multitask.
  • Knowledge of financial institution policies and procedures.
  • Ability to maintain a high degree of confidentiality and professional demeanor.
  • Excellent verbal and written communication skills, with the ability to communicate effectively with all levels of personnel.
  • Proven microcomputer skills, with proficiency in Word and Excel.
  • Able to work independently and with minimal supervision.
What We Offer:
  • Competitive salary.
  • 100% company-paid health insurance for you and your dependents, including supplement benefits (Life, AQD&D, LTD).
  • 401k company matches dollar for dollar for the first 6%.
  • Perks at work program (Discounts to food, shopping, theme parks, movie tickets, travel, gym membership, concerts, and sporting events) and Flexible Spending Account.
  • Stocked employee lounge with snacks, gourmet coffee, and tea station with a recently updated modern kitchen and appliances.
  • Great culture, generous paid time off, holidays, fun office events, monthly luncheons, business casual environment, and so much more


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