Treasury Management Associate - Irvine, United States - Sunwest Bank

Sunwest Bank

Verified Company

Irvine, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

The Treasury Management Associate position is responsible for supporting the Treasury Management Sales Officers and overall department efforts in achieving quality customer relations and production.

In this role you will regularly interact with clients, internal and external, within the context of the bank's strategic growth plan, identifies unmet client needs, and supports achievement of team or market goals in new client development and retention, non-credit loss prevention, and revenue growth.

Ensures compliance with established company policies and procedures.

Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Home Mortgage Disclosure Act, Real Estate Settlement Procedures Act, Fair Credit Reporting Act, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The Treasury Management Services Associate is responsible for supporting Treasury Management Sales Officers and department administrative/reporting requirements
Regularly interacts with clients, internal and external, within the context of the bank's strategic growth plan, identifies unmet client needs, and supports achievement of team or market goals in new client development and retention, noncredit loss prevention, and revenue growth
Ensures compliance with established Company policies and procedures
Work with the Treasury Sales Officers and important business partners in client relationship planning, business development and retention efforts
Provides accurate, timely and extensive information to all client inquiries and requests to ensure high level of customer service and retention of clients
Resolves customer complaints and takes appropriate action to prevent future problems
Assists all areas of the Bank to coordinate inter and intradepartmental activities; resolves inquiries or issues relating to treasury management matters
Act as a resource person for the bank and its customers for all Treasury related products; including answering inquiries, researching unusual or irregular transactions, and exercising a high level of judgment in advising employees and clients
Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions
Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action
Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values
Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions
Ability to deal with complex problems involving multiple facets and variables in nonstandardized situations
Performs duties specific to the position and other functions as assigned

ADDITIONAL RESPONSIBILITIES

Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
Demonstrates high level of quality work, attendance and appearance
Adheres to all Company Policies & Procedures and Safety Regulations
Adheres to local, state and federal laws
Understands and complies with all company rules and regulations
Additional duties as assigned as it relates to the position

SUPERVISORY RESPONSIBILITIES
This position does not have supervisory responsibilities

MINIMUM QUALIFICATIONS

High School Diploma and at least 3 years of banking or financial services industry experience required
Work related experience consist of cash management, through inhouse training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry
Basic skills in computer terminal and personal computer operation; intermediate typing skills to meet production needs of the position
Basic math skills: ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs
Knowledge of related state and federal banking compliance regulations, Bank operational policies and procedures, and the Bank's products and services
Ability to read, analyze and interpret gen