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Job Summary: Under the direction of the Treasury Management Manager (TMM), the Treasury Management Specialist I, II, III, primary responsibility is to manage, support, maintain and grow new and existing client relationship, within the Treasury Management Group client base, pertaining to Escrow, Title, and Property Management. Essential functions will be opening new accounts, supersede accounts, and be the point of contact for assigned clients. This position is highly involved in external client support calls, answering questions and problem resolution of the Bank’s products and services. Other responsibilities include client transitions to the bank and deepening the client relationship.
Treasury Management Specialist I, II, III is also responsible for reviewing client analysis trial statements before closing of month cycle.
Essential Functions:
Qualifications:
The Bank reserves the right to change or modify the employee’s job description whether orally or in writing, at any time during the employment relationship. Additionally, the Bank, through its supervisors, may require an employee to perform duties outside their normal description within the sole discretion of the supervisor. The lack of appropriate and timely execution of the essential job functions will result in disciplinary action, up to and including termination.
CommerceWest Bank is committed to providing equal opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, gender identification, or sexual orientation. CommerceWest Bank will consider for employment qualified applicants with criminal histories in a manner consistent with the California Fair Chance Act.
Employee must comply with all applicable Bank Secrecy Act and Anti-money laundering laws and regulations, all Bank policies and procedures, and other banking laws and regulations.
Full Time
Banking
$95k-116k (estimate)
05/20/2024
06/01/2024
cwbk.com
Irvine, CA
100 - 200
Banking