Treasury Management Associate

Pacific Mercantile Bank
Costa Mesa, CA, USA
Competitive salary
26 Jun 2020
25 Mar 2021
Job role
Treasury Management Associate
Who we are:

Pacific Mercantile Bank is unique from other business banks. While other banks are in the loan and deposit business, we are in the solutions business. We help companies navigate the challenges of growth, restructure, and the inevitable unexpected events. We take the time to understand the business and the business owners objectives. We finance growth opportunities by providing innovative and customized banking solutions with a full range of loans, deposit and cash management products and services for our clients long-term success. We are dedicated to our mission Helping companies succeed.

What you bring to PMB:

You enjoy making a difference everyday by creating and maintaining client relationships. You have a experience supporting the success of the treasury management sales team. You have a passion of helping to educate colleagues and clients alike on treasury management product suites. You also have an aptitude for the latest technology trends and practices in the treasury management realm.

Heres what youll do:

The Treasury Management Associate is an integral Treasury Management coverage team member who contributes to new sales targets and achieving portfolio growth objectives. This position supports the Senior Treasury Management Advisor 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, and the Cash Management Operations 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 Senior Treasury Management Advisor and Relationship Managers.

Essential Job Duties

· Provide Senior Treasury Management Advisor with pre-call research and under supervision, develop proposals and pricing proposals and prepare post-sales client documentation

· Occasionally conducts meetings with the assistance of Senior Treasury Management Advisor including conducting relationship reviews, product demos and product training.

· Serve as a liaison between the client, the sales officer and the implementation team to ensure a satisfactory implementation experience.

· Understand clients Treasury cash management structure and objectives

· May conduct joint calls with the Senior Treasury Management Advisor and relationship managers

· Responsible for tracking each implementation request to keep the progress on track to the timeline committed to the client. In addition to ensuring once the implementation is completed, the client is billed accurately

· Prepare product agreements, obtain legal documentation and proactively track and obtain outstanding agreements

· Interview customers by phone to obtain information required to prepare product contracts and specification sheets

· Create and manage implementation plans for large, complex clients.

· Participate in maintaining procedures for forms and agreements.

· Advanced knowledge of bank and or treasury management products and services

· Recommend changes and improvements to sales support materials and functions based on findings and feedback.

· Interview customers by phone to obtain information required to prepare product contracts and specification sheets

· Facilitate all product training for new customers and new users, either by phone or in person, as needed

· Identify cross-sell opportunities within portfolio

· May assist with product-focused marketing campaigns, including client follow-up

· Perform other tasks and duties as assigned.

What you need for this position :

· 2 + years experience with cash management products, bank products, client service or other directly related experience. A combination of education and experience may meet requirements.

· 2 + years Advanced knowledge of bank and treasury products and services including the ability to explain their benefits to clients and prospects

· Strong interest in working with experienced Treasury partners in order to recognize a clients cash flow needs and apply appropriate banking solutions

· 2 + years experience in demonstration and training clients on products

· Solid sales, analytical and quantitative skills to determine the clients needs.

· Bachelors in Business or related field preferred


· Occasional local travel

Whats in it for you:

· Competitive salary.

· Comprehensive benefits package includes medical HMO or PPO, dental, and vision.

· Life/AD&D & Long Term Disability Benefits.

· Flexible spending accounts (FSA) Dependent Care and/or Medical Reimbursement.

· Employee Assistance Program (EAP).

· Tuition Reimbursement.

· Matching 401(K).

· Vacation Benefits

· Personal Days (PTO) personal holidays.

· Paid Bank Observed Holidays.

· Wellness Program.

· We even celebrate your hire anniversary date by giving you the day off!

The best part, youll be partnering with a team of empowered professionals who lead by example and who reinforce strong values through collaboration, trust and the celebration of success.

We are an Equal Opportunity Employer that considers applicants without regard to race, religion, sex, sexual orientation, gender identity, gender expression, transitioning, transgender, national origin, color, disability, or protected veteran status.