AVPVP, Treasury Management Sales Analyst

People Drive Our Success

Are you enthusiastic highly motivated and have a strong work ethic If yes come join our team! At Cathay Bank we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members drive and optimism. Together we can make a difference in the financial future of our communities.

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GENERAL SUMMARY

The Treasury Management Sales Analyst (TMSA) serves as a subject matter expert and primary support resource for Treasury Management Sales Consultants Retail Banking Offices and assigned Commercial and Business Banking lending teams. This position acts as a Treasury Management help desk providing guidance on treasury products pricing implementation processes service capabilities and client onboarding requirements.

The Treasury Management Sales Analyst plays a critical role in supporting revenue generation efforts by assisting frontline sales teams with treasury management opportunities proposal development product recommendations operational coordination and client service support. This position does not carry individual sales production goals and instead focuses on enabling successful treasury management sales outcomes through consultation analytics operational support and service excellence.

ESSENTIAL FUNCTIONS

Treasury Management Sales Support

• Serve as the primary Treasury Management support resource for designated retail branch offices and assigned lending units.
• Provide day-to-day treasury management guidance to branch personnel lenders business bankers and Treasury Management Sales Consultants.
• Respond to product inquiries implementation questions pricing requests and service-related issues through phone email and Microsoft Teams.
• Assist Treasury Management Sales Consultants with client and prospect opportunities by identifying appropriate treasury products and solutions based on client needs.
• Build collaborative partnerships with retail banking lending units and treasury management operations implementation and support teams.

Treasury Management Help Desk Responsibilities

• Act as the first point of contact for treasury management questions from branches and lending teams.
• Research and resolve moderately complex product operational and service inquiries.
• Coordinate issue resolution with Treasury Management Implementation Services (TMIS) Operations Product Management Deposit Operations and other internal partners.
• Escalate complex client or operational issues to appropriate departments and monitor resolution through completion.
• Maintain a strong working knowledge of treasury management products procedures service standards and operational processes.

Client Onboarding and Operational Coordination

• Partner with Treasury Management Sales Consultants and TMIS teams to ensure smooth client onboarding and implementation.
• Assist with implementation scheduling documentation requirements service setup coordination and training preparation & scheduling.
• Communicate service level expectations and implementation timelines to internal partners and clients.
• Track onboarding activities and provide status updates to relationship teams.

Compliance and Risk Management

• Maintain awareness of applicable banking regulations policies procedures and risk management requirements.
• Ensure treasury management support activities are conducted in accordance with regulatory and bank standards.
• Participate in audits reviews and compliance-related initiatives as assigned.

QUALIFICATIONS

Education:

• Bachelors degree in Business Administration Finance Accounting Economics or related field preferred.
• Equivalent combination of education and relevant banking experience may be considered.

Experience:

• AVP 2-5 / VP 5-7 years of Treasury Management Deposit Operations Commercial Banking Business Banking Treasury Implementation or related financial services experience.
• Experience supporting treasury management sales consultants lending teams and business client preferred.
• Knowledge of treasury management products including ACH Positive Pay Remote Deposit Capture Lockbox Wires Commercial Cards Account Analysis treasury pricing methodologies and Online Banking platforms preferred.
• Understanding of commercial banking client onboarding processes and cash management operations preferred.

Skills/Ability:

• Strong customer service and relationship management skills.
• Excellent verbal written and presentation communication skills.
• Strong analytical and problem-solving abilities. Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office Suite CRM systems and treasury management platforms.
• Ability to work independently while collaborating across multiple departments.
• Strong organizational and project coordination skills.
• Bilingual: Bilingual in Cantonese and/or Mandarin highly desired.

OTHER DETAILS

AVP: $85900 $101700 / year

VP: $114200 $135700 / year

Pay determined based on job-related knowledge skills experience and location.
This position may be eligible for a discretionary bonus.

Cathay Bank offers itsfull-timeemployees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes coverage for medical insurance dental insurance vision insurance life insurance long-term disability insurance and flexible spending accounts (FSAs) health saving account (HSA) with company contributions voluntary coverages and 401(k).

Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights please review ourCalifornia Job Applicant Privacy Policy.

Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates regardless of race color ethnicity ancestry citizenship gender national origin religion age sex (including pregnancy and related medical conditions childbirth and breastfeeding) reproductive health decision-making sexual orientation gender identity and expression genetic information or characteristics disability or medical condition military status or status as a protected veteran or any other status protected by applicable law.

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Required Experience:

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