... * Assist with client onboarding, account maintenance, documentation collection, and ongoing ... Banking, treasury management, commercial banking, private banking, or financial services experience ...
... * Assist with client onboarding, account maintenance, documentation collection, and ongoing ... Banking, treasury management, commercial banking, private banking, or financial services experience ...
VP, Assistant Controller
Brea, CA · On-site
... and treasury management services to small, middle market, and venture backed businesses. As the ... THE OPPORTUNITY The VP, Assistant Controller will be a key role in the Accounting organization ...
VP, Assistant Controller
Brea, CA · On-site
... and treasury management services to small, middle market, and venture backed businesses. As the ... THE OPPORTUNITY The VP, Assistant Controller will be a key role in the Accounting organization ...
This role will work closely with Bankers, Treasury Management Officers, Client Service ... * Assist in relationship review documents, visualizations from data sets * Maintain ongoing ...
This role will work closely with Bankers, Treasury Management Officers, Client Service ... * Assist in relationship review documents, visualizations from data sets * Maintain ongoing ...
... Assist the business owner in achieving their financial goals by providing smart financial ... Services would include loans, deposits, treasury management, and all other applicable banking ...
... Assist the business owner in achieving their financial goals by providing smart financial ... Services would include loans, deposits, treasury management, and all other applicable banking ...
... Assist the business owner in achieving their financial goals by providing smart financial ... Services would include loans, deposits, treasury management, and all other applicable banking ...
... Assist the business owner in achieving their financial goals by providing smart financial ... Services would include loans, deposits, treasury management, and all other applicable banking ...
... ATM). * Assist with processing and scanning of daily Teller work. * Maintain a high-level knowledge of treasury management products and the ability to identify when to cross sell these products.
... ATM). * Assist with processing and scanning of daily Teller work. * Maintain a high-level knowledge of treasury management products and the ability to identify when to cross sell these products.
Financial Services Officer - Anaheim
Anaheim, CA · On-site
$20.67 - $28.13/hr
... ATM). * Assist with processing and scanning of daily Teller work. * Maintain a high-level knowledge of treasury management products and the ability to identify when to cross sell these products.
Financial Services Officer - Anaheim
Anaheim, CA · On-site
$20.67 - $28.13/hr
... ATM). * Assist with processing and scanning of daily Teller work. * Maintain a high-level knowledge of treasury management products and the ability to identify when to cross sell these products.
Accounting Operations Manager
Irvine, CA · On-site
$85K - $95K/yr
In the treasury capacity, the Accounting Operations Manager's duties will vary broadly from ... This role may also be called on to perform pricing analysis of our service offerings to assist in ...
Quick apply
Accounting Operations Manager
Irvine, CA · On-site
$85K - $95K/yr
In the treasury capacity, the Accounting Operations Manager's duties will vary broadly from ... This role may also be called on to perform pricing analysis of our service offerings to assist in ...
Complete projects and tasks as assigned and assist with implementation of department initiatives ... Minimum of 4 to 5 years of Treasury Banking experience in a client-facing role required
Complete projects and tasks as assigned and assist with implementation of department initiatives ... Minimum of 4 to 5 years of Treasury Banking experience in a client-facing role required
AVP, HOA Relationship Manager
Brea, CA · On-site
Complete projects and tasks as assigned and assist with implementation of department initiatives ... Minimum of 4 to 5 years of Treasury Banking experience in a client-facing role required
AVP, HOA Relationship Manager
Brea, CA · On-site
Complete projects and tasks as assigned and assist with implementation of department initiatives ... Minimum of 4 to 5 years of Treasury Banking experience in a client-facing role required
... and treasury functions Assist with tax reporting and compliance Manage the accounts payable and staff accountingteam Coach, mentor and lead team to meet and /orexceed monthly goals Ability to ...
... and treasury functions Assist with tax reporting and compliance Manage the accounts payable and staff accountingteam Coach, mentor and lead team to meet and /orexceed monthly goals Ability to ...
... treasury management teams. * Process and review loan modifications, extensions, renewals ... Participate in workforce planning and workflow design as the department grows. * Assist with ...
... treasury management teams. * Process and review loan modifications, extensions, renewals ... Participate in workforce planning and workflow design as the department grows. * Assist with ...
... treasury management teams. * Process and review loan modifications, extensions, renewals ... Participate in workforce planning and workflow design as the department grows. * Assist with ...
... treasury management teams. * Process and review loan modifications, extensions, renewals ... Participate in workforce planning and workflow design as the department grows. * Assist with ...
Accounting_Manager
$120K - $140K/yr
... * Assist Director of Accounting to manage the accounting department. * Manage treasury and cash management. * Manage loan, escrow closing and prepare bank compliance report. * Manage accounting ...
Accounting_Manager
$120K - $140K/yr
... * Assist Director of Accounting to manage the accounting department. * Manage treasury and cash management. * Manage loan, escrow closing and prepare bank compliance report. * Manage accounting ...
Accounting_Manager
$120K - $140K/yr
... * Assist Director of Accounting to manage the accounting department. * Manage treasury and cash management. * Manage loan, escrow closing and prepare bank compliance report. * Manage accounting ...
Accounting_Manager
$120K - $140K/yr
... * Assist Director of Accounting to manage the accounting department. * Manage treasury and cash management. * Manage loan, escrow closing and prepare bank compliance report. * Manage accounting ...
Accounting_Manager
Diamond Bar, CA · On-site
$120K - $140K/yr
... * Assist Director of Accounting to manage the accounting department. * Manage treasury and cash management. * Manage loan, escrow closing and prepare bank compliance report. * Manage accounting ...
Accounting_Manager
Diamond Bar, CA · On-site
$120K - $140K/yr
... * Assist Director of Accounting to manage the accounting department. * Manage treasury and cash management. * Manage loan, escrow closing and prepare bank compliance report. * Manage accounting ...
Accounting_Manager
$120K - $140K/yr
... * Assist Director of Accounting to manage the accounting department. * Manage treasury and cash management. * Manage loan, escrow closing and prepare bank compliance report. * Manage accounting ...
Accounting_Manager
$120K - $140K/yr
... * Assist Director of Accounting to manage the accounting department. * Manage treasury and cash management. * Manage loan, escrow closing and prepare bank compliance report. * Manage accounting ...
Accounting_Manager
$120K - $140K/yr
... * Assist Director of Accounting to manage the accounting department. * Manage treasury and cash management. * Manage loan, escrow closing and prepare bank compliance report. * Manage accounting ...
Accounting_Manager
$120K - $140K/yr
... * Assist Director of Accounting to manage the accounting department. * Manage treasury and cash management. * Manage loan, escrow closing and prepare bank compliance report. * Manage accounting ...
Accounting_Manager
Diamond Bar, CA · On-site
$120K - $140K/yr
... * Assist Director of Accounting to manage the accounting department. * Manage treasury and cash management. * Manage loan, escrow closing and prepare bank compliance report. * Manage accounting ...
Accounting_Manager
Diamond Bar, CA · On-site
$120K - $140K/yr
... * Assist Director of Accounting to manage the accounting department. * Manage treasury and cash management. * Manage loan, escrow closing and prepare bank compliance report. * Manage accounting ...
Accounting_Manager
$120K - $140K/yr
... * Assist Director of Accounting to manage the accounting department. * Manage treasury and cash management. * Manage loan, escrow closing and prepare bank compliance report. * Manage accounting ...
Accounting_Manager
$120K - $140K/yr
... * Assist Director of Accounting to manage the accounting department. * Manage treasury and cash management. * Manage loan, escrow closing and prepare bank compliance report. * Manage accounting ...
Assistant Treasury Manager information
See Riverside, CA salary details
$45.2K is the 25th percentile. Wages below this are outliers.
$36.5K - $50.9K
41% of jobs
The median wage is $56.7K / yr.
$50.9K - $65.3K
21% of jobs
$65.3K - $79.8K
6% of jobs
$79.8K - $94.2K
5% of jobs
$94.6K is the 75th percentile. Wages above this are outliers.
$94.2K - $108.6K
17% of jobs
$108.6K - $123K
2% of jobs
$123K - $137.4K
2% of jobs
$137.4K - $151.8K
0% of jobs
$151.8K - $166.3K
1% of jobs
$166.3K - $180.7K
1% of jobs
$180.7K - $195.1K
2% of jobs
$36.5K
$78K
$195.1K
How much do assistant treasury manager jobs pay per year?
What is the difference between Assistant Treasury Manager vs Treasury Analyst?
| Aspect | Assistant Treasury Manager | Treasury Analyst |
|---|---|---|
| Credentials | Bachelor's degree in finance or accounting; relevant certifications preferred | Bachelor's degree in finance, accounting, or related field; certifications like CFA are a plus |
| Work Environment | Supervises treasury operations, manages team, collaborates with finance departments | Analyzes financial data, supports cash management, prepares reports |
| Employer & Industry Usage | Used in corporate finance departments across industries | Common in finance teams for data analysis and reporting roles |
The Assistant Treasury Manager oversees treasury functions and manages teams, while the Treasury Analyst focuses on analyzing financial data and supporting cash management. Both roles require finance knowledge and are integral to corporate treasury operations, but differ in responsibilities and seniority.
What are the typical challenges faced by an Assistant Treasury Manager, and how can they be addressed?
What are the key skills and qualifications needed to thrive as an Assistant Treasury Manager, and why are they important?
What does an Assistant Treasury Manager do?

Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 8 days ago
Job description
What You'll Do:
- Support Relationship Managers and Business Development Managers in managing and expanding banking client relationships.
- Serve as a key point of contact for clients, prospects, internal partners, and external business contacts to help ensure a high level of service and responsiveness.
- Assist with client onboarding, account maintenance, documentation collection, and ongoing relationship support.
- Help identify client needs and coordinate appropriate banking solutions, products, and services in partnership with Relationship Managers and Business Development Managers.
- Support business development activities, including preparation for client meetings, prospect follow-up, relationship reviews, and pipeline tracking.
- Coordinate with internal banking partners, operations teams, New Accounts, Client Services and other departments to support client requests and resolve service needs.
- Maintain accurate client relationship information, account records, contact updates, and activity notes within applicable systems.
- Assist with deposit account activity, account documentation, and other banking-related client needs.
- Monitor client accounts and relationship activity to help ensure compliance with established company policies, procedures, regulatory requirements, and risk management guidelines.
- Prepare reports, account summaries, client presentation materials, and other documentation to support relationship management and business development efforts.
- Meet regularly with Relationship Managers, Business Development Managers, and internal partners to review client needs, service issues, opportunities, and relationship priorities.
- Support client communication and follow-up to ensure timely completion of requests, documentation, and service items.
- Provide professional, responsive service to banking clients while helping strengthen long-term client relationships.
- Works on problems of moderate scope where analysis of situations or data requires review of a variety of factors.
- Exercises judgment within defined procedures and practices to determine appropriate action.
- Follows department processes and procedures and makes recommendations to improve efficiency, client experience, and relationship support.
- Supports client relationships, business development initiatives, and relationship management activities that contribute to department revenue, client retention, and growth objectives.
- Typically supports a defined portfolio of banking client relationships and/or business development opportunities in partnership with Relationship Managers and Business Development Managers.
What You'll Bring:
- Bachelor's degree or equivalent combination of education and experience.
- Minimum of 3 years of related work experience, including experience in client relations, banking, financial services, business development support, or relationship management support.
- Banking, treasury management, commercial banking, private banking, or financial services experience preferred.
- Experience preferred in banking, financial services, client relationship support, business development support, or a related field.
- Working knowledge of banking products and services, including deposit accounts, treasury management services, client onboarding, account maintenance, and client service processes.
- Ability to support banking clients with professionalism, discretion, and a strong service orientation.
- Strong ability to work closely with Relationship Managers, Business Development Managers, and internal partners to support client needs and relationship growth.
- Strong written and verbal communication skills.
- High level of accountability, organization, follow-through, and attention to detail.
- Ability to work independently while also contributing effectively in a team environment.
- Strong client service, advisory, problem-solving, and follow-up skills.
- Ability to manage multiple priorities, meet deadlines, and adapt to changing business needs.
- Experience working with business professionals and commercial banking clients preferred.
- Working knowledge of Word, Excel, Outlook, and client relationship management systems.
** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **
First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).
First American intends to conduct a review of an applicant's criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.
What We OfferBy choice, we don't simply accept individuality - we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.About First American Payment Systems
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Fort Worth, TX, US
Year founded
1990