Treasury Management Associate Manager

Job Title:

Treasury Management Associate Manager

Treasury Management

Treasury Management Director

Exempt Non-Exempt

Sunwest Bank is seeking an experienced and client-focused Treasury Management Associate Manager to lead and develop the Treasury Management Associate team. This role is responsible for overseeing the day-to-day support provided to Treasury Management Sales Officers Commercial Banking partners and clients throughout the sales onboarding implementation and ongoing service lifecycle.

The Treasury Management Associate Manager will drive operational excellence enhance the client experience improve team performance and support Treasury Management growth initiatives. The ideal candidate combines treasury management expertise with strong leadership relationship management and process improvement skills.

Schedule: Monday Friday

Work Location: Onsite

Travel: Minimal as needed

• Lead coach mentor and develop a team of Treasury Management Associates.
• Establish performance goals provide ongoing coaching and conduct performance reviews.
• Manage staffing workload distribution and team coverage to meet service standards.
• Support Treasury Management Sales Officers and Commercial Banking teams with proposals RFP responses pricing analyses presentations and onboarding documentation.
• Participate in client meetings product demonstrations onboarding discussions and implementation calls as needed.
• Serve as an escalation point for complex client service and implementation issues.
• Oversee treasury management onboarding and implementation activities to ensure quality accuracy and timeliness.
• Support treasury products and services including ACH Origination and Receivables Positive Pay Remote Deposit Capture Lockbox Wire Transfers Merchant Services Integrated Payables Account Analysis Online Banking and API/ERP integrations.
• Partner with Operations Compliance Risk Management Information Technology and third-party providers to support client needs and issue resolution.
• Identify and implement workflow improvements automation opportunities and operational efficiencies.
• Develop and maintain procedures service standards training materials and best practices.
• Lead special projects related to treasury management growth technology enhancements onboarding improvements and reporting initiatives.
• Ensure adherence to NACHA rules regulatory requirements bank policies and operational controls.
• Support ACH underwriting approvals portfolio monitoring audits and examinations.
• Develop and monitor team KPIs onboarding metrics service standards implementation timelines and client satisfaction measures.
• Utilize Salesforce CRM systems workflow tools and reporting platforms to improve performance and visibility.

• Bachelors degree in Business Finance Accounting Economics or related field or equivalent work experience.
• Minimum 5 years of Treasury Management Cash Management Commercial Banking or related financial services experience.
• Minimum 4 years of management supervisory or team leadership experience.
• Strong knowledge of treasury management products commercial banking services payment systems and client onboarding processes.
• Experience supporting sales teams and managing commercial client relationships.
• Strong organizational analytical problem-solving and project management skills.
• Excellent verbal written and presentation communication skills.
• Proficiency with Microsoft Office applications CRM systems and treasury management platforms.

• Certified Treasury Professional (CTP) designation.
• Salesforce experience or experience with a comparable CRM platform.
• Experience managing treasury management implementations and onboarding projects.
• Knowledge of ACH processing wire services fraud prevention solutions and account analysis.
• Experience with API ERP accounting software and treasury integration solutions.
• Commercial banking treasury sales support experience.

• Collaborative and client-focused environment.
• Opportunity to lead and develop a high-performing team.
• Strong partnership with Commercial Banking Treasury Management Operations and executive leadership.

• Lead strategic treasury initiatives and operational enhancements.
• Influence client experience and Treasury Management growth across multiple markets.
• Opportunity to drive process improvement automation and team development.

• Competitive compensation package.
• Comprehensive medical dental and vision benefits.
• Retirement savings and professional development opportunities.
• Career growth within a growing commercial banking organization.

Irvine CA

Competitive and commensurate with experience.

In general the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently abled individuals to perform the essential functions of the job.

Light: Office work some lifting bending stooping or kneeling walking

This job description reflects the general nature of the role and may change as business needs evolve. We are an equal opportunity employer. Sunwest Bank works with staff members and customers without regard to race ancestry national origin sex marital status age religion medical condition handicap disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.

Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter and it is intended that Sunwest Bank through the purposeful efforts of its employees and officers are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.

Attend and complete all required classroom computer-based web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Banks Code of Ethics and Conduct. Each employee is also expected to maintain an awareness of the laws regulations internal policies and procedures that are appropriate for his/her position.

Note: The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties responsibilities and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.

Federal Deposit Insurance Act
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such an employment offer for this position is contingent on Sunwest Banks review of criminal conviction history including pretrial diversions or program entries.