Treasury Management Associate

Job Opening Details

The Treasury Management Associate position is available to work Monday - Friday, 9:00 AM-5:00 PM at our Branch located at 1000 W 800 N, Orem, UT 84057. The role supports commercial clients with treasury management services, cash management solutions, and digital banking products.

Career Path

This position is designed as a developmental role with the opportunity to advance into a Treasury Management Officer position through demonstrated performance, treasury management expertise, consultative sales development, and successful management of commercial client relationships.

Regular Duties and Responsibilities

• Client Relationship Support
• Support Treasury Management Officers in managing and expanding commercial client relationships.
• Conduct client outreach to strengthen relationships and identify treasury management opportunities.
• Affiliate with Commercial Relationship Managers and Banking Managers to identify treasury product opportunities.
• Participate in client meetings and presentations alongside Treasury Management Officers.
• Treasury Solutions Support
• Aid 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.
• Implementation & Client Service
• 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.
• Sales & Business Development
• Generate referrals and identify opportunities within existing relationships.
• Affiliate 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.
• Performance & Compliance
• 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.

Qualifications

• Education: Associate's degree or Bachelor's degree in Business, Finance, Accounting, or a related field preferred.
• Experience: 2+ years of experience in banking, treasury management support, commercial banking, branch banking, business banking, customer service, or related financial services experience.
• 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.
• Equivalent combinations of education and relevant experience will be considered.

Benefits of Working with Us

• Comprehensive benefits package including medical, dental and vision plans, a 401(k) plan and match up to 5 percent in our employee stock ownership program, 12 paid bank holidays + paid time off, including paid parental leave, volunteer opportunities, and awards and recognition.

Pay Range

$65,000 - $70,000 per year