Treasury Management Associate

Bank of Utah • Orem, UT

20h • Onsite

About The Position

The Treasury Management Associate supports commercial clients with treasury management services, cash management solutions, and digital banking products. Working closely with Treasury Management Officers, Relationship Managers, and Banking Managers, this role assists with client onboarding, product implementation, relationship support, and identifying treasury management opportunities. The position is designed to develop treasury expertise and consultative sales skills while delivering an exceptional client experience.

Requirements

• 2+ years of experience in banking, treasury management support, commercial banking, branch banking, business banking, customer service, or related financial services experience.
• Working knowledge of treasury management, cash management, or commercial banking services.
• Strong customer service and relationship-building skills.
• Ability to identify client needs and recommend appropriate banking solutions.
• Excellent communication and presentation skills.
• Strong organizational and time management abilities.
• Ability to manage multiple projects and priorities simultaneously.
• Proficiency in Microsoft Office and banking technology platforms.
• Strong attention to detail and problem-solving skills.
• Desire to develop advanced treasury management and consultative sales expertise.

Nice To Haves

• Associate's degree or Bachelor's degree in Business, Finance, Accounting, or a related field preferred.
• Experience working with business clients preferred.
• Knowledge of deposit products, electronic banking services, or treasury management products preferred.
• Experience supporting client onboarding, implementation, or relationship management preferred.

Responsibilities

• Support Treasury Management Officers in managing and expanding commercial client relationships.
• Conduct client outreach to strengthen relationships and identify treasury management opportunities.
• Assist with portfolio reviews and client needs assessments.
• Partner with Commercial Relationship Managers and Banking Managers to identify treasury product opportunities.
• Participate in client meetings and presentations alongside Treasury Management Officers.
• Assist clients with treasury management products and services including: ACH Origination and Receivables, Wire Transfer Services, Remote Deposit Capture, Positive Pay and Fraud Mitigation Services, Business Online Banking, Merchant Services, Information Reporting and Account Analysis.
• Support treasury product demonstrations and client education.
• Identify opportunities to increase product utilization and enhance client efficiency.
• Coordinate treasury management implementations, onboarding activities, and product setups.
• Conduct client training on treasury management platforms and services.
• Serve as a primary point of contact for routine treasury management inquiries.
• Work with operations, implementation, and support teams to ensure timely and accurate product delivery.
• Monitor onboarding progress and ensure a positive client experience.
• Generate referrals and identify opportunities within existing relationships.
• Assist with treasury management sales efforts and proposal preparation.
• Support revenue growth through treasury product penetration and client retention initiatives.
• Develop consultative sales skills through joint calling and relationship-building activities.
• Maintain accurate client records, pipeline activity, and sales documentation.
• Ensure compliance with bank policies, procedures, and regulatory requirements.
• Maintain current knowledge of treasury management products, industry trends, and banking technology.
• Support achievement of departmental goals related to deposits, fee income, and client retention.

Benefits

• Great work-life balance, with a Monday-Friday schedule
• Competitive pay and benefits, including medical, dental and vision plans
• 401(k) plan and match up to 5 percent in our employee stock ownership program (eligibility requirements must be met)
• 12 paid bank holidays + paid time off, including paid parental leave
• Volunteer opportunities to make a difference in the communities where you work and live
• Awards and recognition to celebrate you and your colleagues for living the bank's values

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree