LOCATION: Santa Cruz/Monterey County, CA
The Treasury Management Associate is an integral Treasury Management team member who contributes to new sales targets and achieving portfolio growth objectives. This position supports the Treasury Management Advisor & Treasury Management Manager with pre-call research, developing proposals, and preparing post-sales client documentation and interim documentation updates. Serves as a liaison between the client, the TM Advisor, TM Manager and the eBanking team to ensure a satisfactory implementation experience. Responsible for having a strong knowledge of the portfolio to successfully analyze decisions made for the client. May conduct joint sales calls with the Treasury Management Advisor or Treasury Management Manager.
Job Requirements: 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.
Physical Demands: While performing the duties of this position, the employee is in regular communication, is required to use various tools or objects, and have the mobility to move about the office. The employee occasionally lifts and/or moves objects up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
Position Type/Expected Hours of Work: This is a full-time position that regularly requires long hours and occasional weekend work.
Travel: Travel is primarily local during the business day, although some out-of-the-area travel may be expected
HOW TO APPLY: If interested, please submit an online application here.
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