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Entry Level Treasury Jobs in California (NOW HIRING)

3M HEALTHCARE

Relationship Banker: Grow Loyalty &

Torrance, CA · On-site

$19 - $25/hr

Citi in Torrance, CA is hiring an entry-level Personal Banker SAFE Act to support sales and service ... You'll handle teller support, cross-sell treasury products, and refer larger lending opportunities ...

Western Alliance Bank

Senior Credit Analyst

Costa Mesa, CA · On-site

$36.74 - $45.38/hr

Bachelor's degree or equivalent experience required. * Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and ...

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All JobsTreasury JobsEntry Level Treasury JobsEntry Level Treasury Jobs in California

Entry Level Treasury information

See California salary details

$34.5K

$73.8K

$184.6K

How much do entry level treasury jobs pay per year?

As of Jul 26, 2026, the average yearly pay for entry level treasury in California is $73,804.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,900.00 and $93,800.00 per year, depending on experience, location, and employer.

What does an Entry Level Treasury job entail?

An Entry Level Treasury job involves assisting in managing a company's cash flow, financial transactions, and banking relationships. Responsibilities may include cash forecasting, monitoring liquidity, preparing financial reports, and ensuring compliance with internal policies and regulations. This role often requires strong analytical skills, attention to detail, and proficiency in financial software. It provides foundational experience in corporate finance and treasury operations, serving as a stepping stone for more advanced financial roles.

What does a typical day look like for someone in an Entry Level Treasury role?

A typical day for Entry Level Treasury professionals involves monitoring cash balances, preparing daily cash reports, supporting payment processing, and assisting with financial reconciliations. You’ll often coordinate with accounting, accounts payable/receivable, and other finance team members to ensure smooth cash management and timely transactions. The role may also include researching banking discrepancies, tracking investments, or supporting compliance and audit requests. As you gain experience, you’ll have opportunities to take on more complex projects and responsibilities within the treasury department. This environment offers excellent exposure to a variety of financial processes and sets a strong foundation for future advancement in corporate finance.

Is a treasury analyst an entry-level job?

A treasury analyst position is often considered entry-level, especially for recent graduates or those with limited experience in finance or accounting. However, some roles may require prior experience or specific skills such as financial modeling or familiarity with treasury management systems. Entry-level treasury analysts typically perform tasks like cash management, financial reporting, and supporting treasury operations under supervision.

Is 40 too late to start a career in finance?

Starting a career as an entry level treasury professional at age 40 is possible, as many finance roles value skills, experience, and certifications over age. Transitioning into finance may require gaining relevant knowledge through courses or certifications like the CFA, and leveraging transferable skills from previous work experience. Age should not be a barrier if you demonstrate motivation and a willingness to learn.

What are the key skills and qualifications needed to thrive in the Entry Level Treasury position, and why are they important?

To thrive as an Entry Level Treasury professional, you need a strong grounding in finance or accounting principles, often supported by a bachelor's degree in finance, economics, or a related field. Proficiency with spreadsheet software (such as Microsoft Excel), treasury management systems, and possibly experience with ERP platforms is typically required. Attention to detail, analytical thinking, and strong communication skills will help you excel in this role. These competencies are critical for accurately managing cash flows, mitigating financial risks, and supporting the treasury team’s daily operations.

What jobs pay $500,000 a year in the US?

Entry-level treasury roles typically do not pay $500,000 annually; such high salaries are usually associated with executive positions like CFOs, investment bankers, or senior finance executives with extensive experience. These roles often require advanced certifications, years of experience, and leadership responsibilities. Most high-paying finance jobs at this level involve managing large portfolios, corporate strategy, or investment decisions.

How to get into treasury role?

To enter an entry-level treasury role, candidates typically need a bachelor's degree in finance, accounting, or a related field. Gaining skills in financial analysis, cash management, and familiarity with treasury management systems or Excel is beneficial, and internships or relevant work experience can improve prospects.
What are the most commonly searched types of Treasury jobs in California? The most popular types of Treasury jobs in California are:
What are popular job titles related to Entry Level Treasury jobs in California? For Entry Level Treasury jobs in California, the most frequently searched job titles are:
What job categories do people searching Entry Level Treasury jobs in California look for? The top searched job categories for Entry Level Treasury jobs in California are:
What cities in California are hiring for Entry Level Treasury jobs? Cities in California with the most Entry Level Treasury job openings:
Entry Level Treasury jobs near you
Infographic showing various Entry Level Treasury job openings in California as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $73,804 per year, or $35.5 per hour.
Treasury Management Commercial Client Experience Representative

Treasury Management Commercial Client Experience Representative

Flagstar Bank

Newport Beach, CA • On-site

$17.25 - $21.50/hr

Full-time

Medical, Dental, Vision, Life

Posted 4 days ago

Job description

Position Title
Treasury Management Commercial Client Experience Representative
Location
Newport Beach, CA 92660
Job Summary
The Client Service Representative is an entry level role responsible for supporting the day-to-day servicing needs of commercial banking clients within the Commercial Client Experience Unit (CCEU), operating under the Treasury Management Sales Engagement organization.
This role provides timely, accurate, and efficient operational support to Client Experience Associates, Client Experience Officers, and Relationship Management teams by executing routine servicing requests, processing transactions, and assisting with client inquiries. The Client Service Representative contributes to the delivery of a white-glove client experience by ensuring consistency, responsiveness, and attention to detail across all servicing interactions.
Working under moderate supervision, the role supports a wide range of treasury and deposit-related activities, including account maintenance, transaction processing, documentation preparation, and issue resolution. The Client Service Representative collaborates closely with internal partners to ensure seamless service delivery and adherence to service level expectations.
Job Responsibilities:
JOB RESPONSIBILITIES
Routine Servicing and Processing
  • Process account and online banking maintenance, new account documentation, transactions, wires, transaction monitoring, and basic treasury servicing tasks.
  • Ensure accuracy, completeness and timeliness to support a smooth onboarding and client experience.
  • Complete KYC activities in accordance with ASA/AML policies

Client Inquiry Support
  • Respond to routine inquiries from a broad range of Commercial Banking clients with both basic and complex banking products and account structures.
  • Provide clear, courteous, and service-oriented responses that reinforce sales and relationship team efforts.
  • Will identify cross-sell referral opportunities for other products and services as appropriate to client needs.

Issue Research and Escalation
  • analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed.
  • Escalate potential client-impacting issues promptly to AVP/VP and notify Relationship Managers and Treasury Management Sales Officers when appropriate.

Compliance, Operations and Quality Control
  • Reviews various reports including new account reports, check fraud, significant activity, significant change, large deposit, detailed transaction report and month-end reports.
  • Ensure compliance with all regulatory and internal policies.
  • Monitor account activity and identify potential risks including overdrafts, fraud indicators, and unusual transactions.

Team Support and Cross Training
  • Assist team members and support special projects
  • Maintain flexibility across tasks to support sales-driven priorities and emerging client needs.

DECISION AUTHORITY
  • Operates under limited decision authority and follows established procedures."
  • May make basic servicing and risk decisions within defined parameters but must escalate exceptions or complex items.
  • Ensures timely communication of issues that may impact client experience or sales commitments.

ADDITIONAL ACCOUNTABILITIES
  • Furthers a culture of risk and compliance discipline, including maintaining data integrity and confidentiality across client files and transactions
  • Demonstrates commitment to implementing and following policies that support the Bank's Risk Vision
  • Escalates risk concerns in a timely and structured manner
  • Demonstrates adherence to the Bank's Risk Vision and compliance culture
  • Completes all required compliance and regulatory training
  • Assists with special projects and department initiatives
  • Supports audit and examination readiness activities
  • Performs special projects and transformation initiatives as assigned
  • Ensures completion of all required compliance training
  • Maintains knowledge of evolving regulatory requirements and internal policy updates
  • Maintains strict confidentiality of client and bank information

JOB REQUIREMENTS
Required Qualifications:
  • Education level required: College, Vocational or Associates Degree (2 years or equivalent)
  • 2+ Years related banking experience in a similar role

Preferred Qualifications:
  • Undergraduate Degree (4 years or equivalent)

Job Competencies:
  • Banking in a commercial bank environment
  • Financial products, services, compliance
  • KYC-AML
  • Interpersonal, customer service
  • Manage time effectively
  • Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights.

  • Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
  • Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
  • Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.

Job Competencies:
  • Strong client service and relationship management skills
  • Knowledge of treasury management and banking products
  • Problem-solving and analytical thinking ability
  • Strong verbal and written communication skills
  • Attention to detail and operational accuracy
  • Time management and organizational skills
  • Ability to manage multiple priorities and deadlines
  • Risk awareness and compliance discipline
  • Ability to work collaboratively across teams
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint)
  • Demonstrates continued growth of knowledge on understanding of client servicing and treasury management products and services.
  • General understanding of both business and banking regulations such as UCC, Reg CC, Reg E and regulatory guidance/oversight.
  • Professional verbal and written communication skills.
  • Demonstrated analytical skills with the ability to think both creatively and strategically when devising a client solution
  • Client-centric service mindset
  • Strong analytical and problem-solving capability
  • Organizational and time management aptitude
  • Microsoft Office proficiency (Word, Excel, PowerPoint)

Travel Requirements: % - Travel to client offices, prospects, branches and various functions is a requirement of the position.
Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.
Flagstar is an Equal Opportunity Employer
We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank
Pay Range
$50,695.50 - $82,896.00

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