Treasury Management Associate II

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

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• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Salary

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401(k) match

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Schedule

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

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Where they hire

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About this role

Treasury Management Associate II Los Angeles, California; Walnut Creek, California TREASURY MANAGEMENT ASSOCIATE II WHAT IS THE OPPORTUNITY? This position is responsible for the development and direct sale of treasury management products and services to new clients and the expansion of existing treasury management customer relationships. The incumbent will support business development activities of CNB line units and develop sales strategies to aggressively increase the sale and use of treasury management products and services for the designated customer and prospect base. Conduct customer/prospect needs analysis and develop proposed service solutions/sales presentations to assist businesses and organizations to make efficient use of cash. Coordinate sales efforts with relationship officers and team members in order to acquire new business and strengthen existing client relationships. Maintain current knowledge of all treasury management products and services offered. The Treasury Management Associate is the trusted advisor for CNB's treasury management clients, partnering with Senior TMSOs to expand solution adoption and deepen client relationships. This role identifies growth opportunities within the portfolio, recommends tailored treasury services, and coordinates support to ensure exceptional client experiences. By balancing relationship management with proactive sales support, the TMA drives client loyalty and long-term business growth. WHAT WILL YOU DO? Client Portfolio Management & Activation Serve as the dedicated support resource for assigned portfolio of existing clients Coordinate cash management, foreign exchange, and commercial card digital solution onboarding across operations, implementations, and technical consulting teams Partner with Senior TMSOs to drive client activation and adoption while maintaining exceptional client experience Sales

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