Treasury Management Associate at West Coast Community Bank

Salinas, California, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Jun, 26

Salary

33.0

Posted On

17 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Treasury Management, Sales Targets, Portfolio Growth, Pre-Call Research, Proposal Development, Client Documentation, Liaison, Cash Management Products, Client Portfolio Analysis, Joint Sales Calls, Implementation Tracking, Product Agreements, Cross-Sell Opportunities, Analytical Skills, Quantitative Skills, Client Training

Industry

Banking

Description

Description If you’re looking for an exciting career opportunity, you’re in the right place. West Coast Community Bank is a top-rated community bank with a focus on serving the banking needs of businesses and individuals along the Central Coast, in Silicon Valley and throughout the Bay Area. We operate full-service branches in Aptos, Capitola, Cupertino, King City, Monterey, Salinas, San Luis Obispo, Santa Cruz, Scotts Valley and Watsonville. Delivery of relationship-based service with a solutions-driven focus sets us apart from the competition. We offer direct access to decision-makers combined with modern banking technologies and digital tools. The Bank is a leading SBA lender in Santa Cruz County and Silicon Valley and a top USDA lender in the state of California. Since opening in 2004, we have proudly upheld our commitment to support regional well-being by actively participating in and donating to local nonprofit organizations. We engage in impactful volunteerism and support the greater economic vitality within our four-county reach, contributing more than 2,000 hours of volunteering annually. Our success is driven by our exceptional team — experienced, knowledgeable and focused on delivering results! National, regional and local honors we’ve received include: Newsweek – America’s Best Regional Banks and Credit Unions 2025 American Banker Magazine – Top 100 Best Performing Community Banks in the U.S., 10 years Good Times – Readers’ Poll, Best Bank in Santa Cruz County, 13 years Santa Cruz Sentinel – Readers’ Choice, Best Bank in Santa Cruz County, 10 years Farm Bureau of Santa Cruz County and Agri-Culture – Al Smith Friend of Agriculture Award Second Harvest Food Bank – Big Step and Platinum Awards for Holiday Food and Fund Drive Santa Cruz Area Chamber of Commerce – Business of the Year 2025, 2021 and 2018 The Pajaronian – Best of the Pajaro Valley 2024 Readers’ Poll, Best Bank The Press Banner – The Best of Scotts Valley 2024 Readers’ Poll, Best Local Bank About The Role: The Treasury Management Associate is an integral Treasury Management team member who contributes to new sales targets and achieving portfolio growth objectives. In this position, you will be supporting the Treasury Management Advisor & Treasury Management Manager with pre-call research, developing proposals, and preparing post-sales client documentation and interim documentation updates. You will serve as a liaison between the client, the TM Advisor, TM Manager and the eBanking team to ensure a satisfactory implementation experience. You will be responsible for having a strong knowledge of business banking requirements, cash management products and services, and the client portfolio to successfully analyze decisions made for the client. You may conduct joint sales calls with the Treasury Management Advisor or Treasury Management Manager. This position is on-site at our Salinas location. Requirements What You'll Be Doing: Provide Treasury Management Advisor & Treasury Management Manager with pre-call research and under supervision, develop proposals and pricing proposals and prepare post-sales client documentation Occasionally conducts meetings with the assistance of Treasury Management Advisor or Treasury Management Manager including conducting relationship reviews, product demos, product training and analyze perspective client statements for proposals. Serve as a liaison between the client, the TM team and the eBanking team to ensure a satisfactory implementation experience. Understand client’s Treasury management structure and objectives May conduct joint calls with the Treasury Management Advisor or Treasury Management Manager Responsible for tracking each implementation request to keep the progress on track to the timeline committed to the client. In addition to ensuring once the implementation is completed, the client is billed accurately Prepare product agreements, obtain legal documentation and proactively track and obtain outstanding agreements Interview customers by phone to obtain information required to prepare product contracts and specification sheets Create and manage implementation plans for large, complex clients. Participate in maintaining procedures for forms and agreements. Facilitate all product training with Client & eBanking Team for new customers and new users, either by phone or in person, as needed. Identify cross-sell opportunities within portfolio. Perform other tasks and duties as assigned. What You Bring: Must be able to perform all the essential duties of the position satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor Degree preferred or equivalent work experience. 2 + years’ experience with treasury management products, bank products, client service or other directly related experience. A combination of education and experience may meet requirements. 2 + years’ Advanced knowledge of bank and treasury products and services including the ability to explain their benefits to clients and prospects Strong interest in working with experienced Treasury partners in order to recognize a client’s cash flow needs and apply appropriate banking solutions 2 + years’ experience in demonstration and training clients on products Solid sales, analytical and quantitative skills to determine the clients’ needs. Some new accounts knowledge preferred Must have foundational computer skills including: Microsoft Office Suite (Outlook email and calendaring), Word, Excel and the Internet. Excellent people skills, with an ability to partner multiple business units and partners. Possess personal qualities of integrity, credibility, and commitment to corporate mission. Reliable, dependable and punctual attendance. Flexible and able to multitask; can work within an ambiguous, fast-moving environment, while also driving toward clarity and solutions; demonstrated resourcefulness in setting priorities and guiding investment in people and systems. Benefits: Medical, dental, and vision plans Vacation, sick leave, paid holidays Paid volunteer time Employer paid life insurance, long term and short term disability 401(k) with employer matching Ongoing training, professional development and career advancement opportunities Physical Demands: The physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate typical office equipment such as a computer, telephone, mouse and keyboard. Specific vision abilities required by this job include close vision requirements due to computer work. Light to moderate lifting may be required. Regular, predictable attendance is required; including the occasional evening and weekend work as business demands dictate. Travel between company locations as needed. Work Environment The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Moderate noise (i.e., business office with computers, phone, and printers, moderate traffic). Ability to work in a confined area. Ability to sit or stand at a computer terminal for an extended period.

Responsibilities

The Associate supports the Treasury Management team by assisting with sales targets and portfolio growth through pre-call research, proposal development, and preparing client documentation. This role also acts as a liaison between the client, the TM team, and the eBanking team to ensure smooth implementation of treasury services.