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Account Management Associate Jobs in California (NOW HIRING)

Job Title: Treasury Management Associate Department: Treasury Management Reports to: Treasury ... Research and resolve client inquiries, service requests, and complex account issues in a timely ...

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Account Management Associate information

See California salary details

$29.1K

$56.1K

$77K

How much do account management associate jobs pay per year?

As of Aug 8, 2026, the average yearly pay for account management associate in California is $56,070.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,900.00 and $63,700.00 per year, depending on experience, location, and employer.

Is account management a stressful job?

Account management can be stressful due to the need to meet client expectations, manage multiple accounts, and handle deadlines. Success in this role often requires strong communication, organization, and problem-solving skills, and workload can vary depending on the company and industry.

What is an account management associate?

Account Management Associates are entry- to mid-level professionals who support account managers in maintaining and growing relationships with clients. They assist in handling client inquiries, resolving issues, preparing reports, and ensuring that client needs are met efficiently. Their role often involves coordinating between internal teams and clients to deliver products or services, helping to ensure a high level of client satisfaction and retention. This position is common in industries such as advertising, finance, and technology, where ongoing client relationships are key.

Do account management associates get paid well?

Account management associates typically earn a competitive salary that varies based on experience, location, and industry. Entry-level positions may start with moderate pay, while experienced associates or those in specialized sectors can earn higher wages, often supplemented with bonuses or commissions. Overall, the role offers a reasonable compensation package aligned with similar customer or client-facing roles.

What skills and qualifications are needed to be an account management associate?

To thrive as an Account Management Associate, you need strong organizational skills, attention to detail, and a bachelor's degree in business, marketing, or a related field. Familiarity with CRM software like Salesforce, data analysis tools, and Microsoft Office is typically required. Excellent communication, relationship-building, and problem-solving abilities help you stand out in this client-facing role. These skills ensure effective client support, smooth account operations, and long-term customer satisfaction, which are crucial for both client retention and company growth.

What challenges do account management associates face when managing multiple client accounts?

Account Management Associates often juggle several client accounts at once, which can make prioritizing tasks and meeting diverse client expectations challenging. Staying organized, maintaining clear communication, and managing deadlines are essential to ensure all clients feel valued and receive timely updates. It’s common to encounter situations where clients have conflicting needs or urgent requests, so being adaptable and proactive in problem-solving is key to success in this role.
What are the most commonly searched types of Account Management jobs in California? The most popular types of Account Management jobs in California are:
What are popular job titles related to Account Management Associate jobs in California? For Account Management Associate jobs in California, the most frequently searched job titles are:
What job categories do people searching Account Management Associate jobs in California look for? The top searched job categories for Account Management Associate jobs in California are:
What cities in California are hiring for Account Management Associate jobs? Cities in California with the most Account Management Associate job openings:
Infographic showing various Account Management Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $56,070 per year, or $27 per hour.

Treasury Management Associate

Sunwest Bank

Irvine, CA • On-site

$60K - $80K/yr

Full-time

Re-posted 2 days ago


Job description

Job Title: Treasury Management Associate
Department: Treasury Management
Reports to: Treasury Advisor Manager
Status: ☐ Non-Exempt ☒ Exempt
About the Role
The Treasury Management Associate plays a key role in supporting the Bank’s Treasury Management team and delivering exceptional service to commercial and business banking clients. This position partners closely with Treasury Management Sales Officers to support client acquisition, onboarding, retention, and ongoing relationship management.
The ideal candidate is customer-focused, proactive, and passionate about helping businesses optimize their banking and treasury solutions. This role offers the opportunity to work directly with business clients, collaborate across multiple departments, and contribute to the growth of a dynamic, relationship-driven organization.
Work Details
Schedule: Monday – Friday, 8:30 am - 5:00 pm
Work Location: ☒ Onsite
Travel: None
What You'll Do:
  • Support Treasury Management Sales Officers in achieving goals related to client acquisition, retention, revenue growth, and relationship expansion.
  • Serve as a trusted point of contact for treasury management clients, providing responsive, professional, and solutions-oriented service.
  • Assist clients with treasury management products and services, including cash management, online banking, payments, fraud prevention tools, and related solutions.
  • Coordinate onboarding, implementation, maintenance, and ongoing support of treasury management services.
  • Partner with Relationship Managers, Business Bankers, Operations teams, and other internal stakeholders to ensure a seamless client experience.
  • Research and resolve client inquiries, service requests, and complex account issues in a timely manner.
  • Identify opportunities to deepen client relationships and uncover treasury management needs that support client success and Bank growth.
  • Assist with business development, client retention, and portfolio growth initiatives.
  • Prepare reports, documentation, and department records with a high degree of accuracy and attention to detail.
  • Serve as a treasury management resource for clients and employees by providing product knowledge, troubleshooting assistance, and guidance.
  • Maintain a thorough understanding of Bank products, operational processes, treasury solutions, and regulatory requirements.
  • Ensure compliance with all Bank policies, risk management standards, and applicable regulations.
  • Perform additional duties and special projects as assigned.
What We’re Looking ForRequired
  • High School Diploma or equivalent required.
  • Minimum of 3 years of banking, treasury management, cash management, commercial banking, or financial services experience.
  • Strong client service and relationship management skills.
  • Excellent verbal, written, and interpersonal communication skills.
  • Strong analytical, problem-solving, organizational, and time-management abilities.
  • Ability to prioritize multiple responsibilities and work effectively in a fast-paced environment.
  • Proficiency with Microsoft Office applications and banking technology platforms.
  • Working knowledge of banking regulations and operational procedures.
Nice to Have
  • Associate’s or Bachelor’s degree in Business, Finance, Accounting, or a related field.
  • Treasury Management or Cash Management experience.
  • Experience supporting commercial and business banking clients.
  • Familiarity with ACH, wire transfers, remote deposit capture, positive pay, merchant services, and digital banking solutions.
  • Knowledge of treasury products and cash management services.
Why You’ll Love Working Here:• Team Culture
At Sunwest Bank, we believe great relationships drive great results. You'll work alongside experienced banking professionals in a collaborative, service-driven environment that values integrity, accountability, innovation, and teamwork.
• Growth Opportunities
Build meaningful client relationships, expand your treasury management expertise, and contribute directly to helping businesses achieve their financial goals while advancing your banking career.
• Benefits or Perks
  • Opportunity to work with commercial and business banking clients.
  • Exposure to a broad range of treasury management products and services.
  • Collaborative cross-functional partnerships throughout the Bank.
  • Professional development and career growth opportunities.
  • Meaningful impact on client success and organizational growth.
Posting Location(s):
  • Irvine Corporate Office
Compensation:
  • $70,000-$80,000 + bonus + benefits
Physical Demands:
In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently abled individuals to perform the essential functions of the job.
☐ Sedentary: Limited activity, no lifting, limited walking
☐ Moderate: Mostly standing, walking, bending, frequent lifting
☒ Light: Office work, some lifting, bending, stooping or kneeling, walking
☐ Arduous: Heavy lifting, bending, crawling, climbing
The Fine Print:
This job description reflects the general nature of the role and may change as business needs evolve. We are an equal opportunity employer. Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.
Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.
Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank’s Code of Ethics and Conduct. Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for their position.
Note: The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.
Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on Sunwest Bank’s review of criminal conviction history, including pretrial diversions or program entries.