Treasury Management Officer III
Listed on 2026-02-03
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Finance & Banking
Financial Analyst, Financial Consultant, Corporate Finance -
Business
Financial Analyst
Description
Overview
Los Angeles or San Diego, CA – Must be local to Los Angeles or San Diego. Hybrid options available.
Salary
: $150k - $190k (dependent on knowledge, skills, abilities, experience, and location).
About Sunflower Bank
Sunflower Bank, N.A. is a full-service financial institution founded in 1892. We offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Learn more about Sunflower Bank at
Position
Treasury Management Officer III – Los Angeles or San Diego, CA
Hybrid options available.
Responsibilities- Provide an exceptional level of quality service for internal and external customers and respond to customers’ needs, questions and concerns in an accurate, effective and timely manner.
- Prepare pro-forma analyses of customer product sales potential and prepare pricing proposals.
- Review and analyze current and potential commercial relationships and recommend appropriate products and services.
- Participate in design of marketing and sales programs for treasury management related products. Develop prospecting and sales materials and reporting for use throughout the sales cycle.
- Prepare Contracts, Agreements and documentation for Treasury Management products and services in accordance with Sunflower Bank policies and procedures.
- Collaborate with other departments on the preparation and presentation of Commercial Banking Proposals and RFPs.
- Maintain industry knowledge of treasury management solutions and pricing to remain competitive.
- Leverage reporting and sales tools to proactively identify and convert sales opportunities.
- Perform duties in accordance with applicable laws, regulations and company policies.
- Perform other duties as assigned.
- Bachelor’s degree in Finance, Accounting, Business, Management, Economics or similar (will consider relevant experience in lieu of degree).
- Minimum of 10 years of experience working in a financial institution.
- Certified Treasury Professional (CTP) designation preferred.
- Ability to self-source opportunities with a successful track record in team selling and lead sharing.
- Minimum of 5 years of RFP experience with ability to create proposals.
- Current understanding of general Treasury Management products, offerings, cash flow cycles, and working capital.
- Ability to assess and manage risk/fraud with strong understanding of TM value propositions.
- Strong verbal and written communication skills; strong problem-solving, strategic thinking, time-management, and organizational skills.
- Ability to form partnerships with all levels in an organization.
- 401(k) Plan with 6% Match
- Health/Dental/Vision Insurance
- Company-paid Life Insurance
- Tuition Reimbursement
- Fitness Reimbursement
- Paid Time Off
- Volunteer Leave
- Paid Holidays
- Plus many more associate perks and incentives
How to Apply
If you qualify, apply online at
Equal Employment Opportunity
EOE/AA:
Minorities/Females/Disabled/Vets
Additional Notices
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information. Additional information about our data collection practices and location-specific notices is available in our privacy policy.
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