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Sr. Treasury Management Officer - Beverly Hills, CA

Job Summary

Generate deposit growth and fee income by assisting in the development of new business relationships and expansion of existing relationships through a professional and consultative sales approach. Attain the highest level of client satisfaction, revenue, and profitability. Stay abreast of current products, policies, technology, industry trends and pricing.

Demonstrate a high level of awareness of the Bank’s value proposition, work with sales teams in engaging clients in discussions around products and services holistically.


Duties and Responsibilities

  • Work with sales teams by participating in client/prospect calls and/or engaging directly with clients/prospects to present TM products and services as well as pricing terms. Identify client needs and recommend treasury services to meet those needs.
  • Support client-facing teams to trouble-shoot and answer TM related inquiries.
  • Analyze complex treasury operations; develop, propose, and professionally present comprehensive cash management solutions in response to that analysis.
  • Keep abreast of industry offerings and pricing trends; utilize that knowledge to add value to the Bank’s TM pricing strategies.
  • Educate client-facing teams in the knowledge and use of treasury services.
  • Assist in developing new training courses when new products are introduced.
  • Participate in the client implementation process ensuring accuracy in client documentation and quality of service.
  • Oversee and participate in phone and in field client training
  • Provide technical assistance to new and existing E-Banking and/or TM clients in all E-Banking platforms & TM services.
  • Work with others within TM dept. in establishing project timelines, system requirements, procedural changes & training of new products or services
  • Participate in testing new products and services and provide timely feedback on gaps, performance findings and overall user experience.
  • Perform all other duties as assigned including but not limited to client/bank presentations, operations responsibilities, conversions, implementations, etc.
  • Required to work a minimum of 2 full days in a branch location per week, rotating between locations. Additional travel for in-person training and meetings will also be required.


BSA/AML/Compliance Responsibilities

This position includes direct interaction with customers and prospects and therefore includes responsibilities relating to BSA/AML. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program and has a minimum of 5 years Bank compliance exposure.


Physical Demands

  • Primarily sedentary office environment
  • Regularly required to talk or listen
  • Frequently required to use hands and fingers to handle or feel, reach with hands or arms.
  • Required to sit for long periods of time
  • Occasionally required to stand and walk
  • Occasionally required to lift up to 25 pounds
  • Required to operate standard office equipment, including but not limited to, computers, printers / copiers, phone system(s) and other office equipment specific to loan processing function
  • Specific vision abilities required by this position include close vision and the ability to focus and review documentation.


Requirements and Qualifications

  • High school diploma or equivalent. College coursework desired.
  • Minimum of 3-5 years of direct experience in Treasury Management Sales and/or Operations including online banking, bill payment system, remote deposit capture, ACH Origination, positive pay, completing proformas, account analysis functionality and bank core processing.
  • Superior problem solving, researching and decision-making skills.
  • Strong ability, desire and enjoyment in working with others as part of a diverse team as well as work independently. Desire to serve and act in the best interest of the customer and effectively manage customer relationships.
  • Must possess excellent communication skills and customer service skills with a high level of professionalism, whether over the phone, in person, or in writing.
  • Must possess excellent judgment, and the ability to accept responsibility and handle confidential information.
  • Strong keyboarding and computer skills. MS Office experience including MS Word, Excel and PowerPoint required.
  • Ability to work independently, set priorities and handle multiple tasks. Must be dependable in completing tasks with strong attention to detail and accuracy.
  • Ability to utilize your own vehicle to drive to/from client or other meetings;
  • Must be willing to be mobile including use of a laptop and email on personal mobile device while working from other locations;
  • Travel to other bank offices may be required
  • Travel to Client locations is required.



  • Analytical Skills
  • Customer Service
  • Communications
  • Problem Solving
  • Dependability
  • Adaptability
  • Innovation
  • Initiative
  • Use of Technology
  • Business Ethics
  • Approachability


Salary Description
Min: $85,000; Mid: $100,000; Max: $111,000