Treasury Management Specialist

CommerceWest Bank•Irvine, CA

About The Position

Under the direction of the Treasury Management Manager, the Treasury Management Specialist will primarily be responsible to manage, support, maintain and grow new and existing client relationships within the Treasury Management Groups 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 and reviewing client analysis trial statements before closing of month cycle.

Requirements

High School Diploma is a must.
2-4 yrs of general banking experiences, especially in product knowledge, commercial banking, core processing software and new account opening
Exceptional organizational skills and ability to multitask.
Excellent verbal and written skills with the ability to communicate effectively with all levels of personnel.
Strong presentation skills.
Must be proficient in Microsoft Office (Outlook, Word, Excel, etc.)
Ability to work independently and with minimal supervision.

Nice To Haves

College degree preferred

Responsibilities

Manage, support, maintain and grow new and existing client relationships within the Treasury Management Groups client base, pertaining to Escrow, Title, and Property Management.
Opening new accounts, supersede accounts, and be the point of contact for assigned clients.
External client support calls, answering questions and problem resolution of the Bank's products and services.
Client transitions to the bank and deepening the client relationship
Reviewing client analysis trial statements before closing of month cycle.