Hybrid Treasury Management Advisor bei West Coast Community Bank

Description

If you’re looking for an exciting career opportunity, you’re in the right place.

West Coast Community Bank is a top-rated community bank with a focus on serving the banking needs of businesses and individuals along the Central Coast, in Silicon Valley and throughout the Bay Area. We operate full-service branches in Aptos, Capitola, Cupertino, King City, Monterey, Salinas, San Luis Obispo, Santa Cruz, Scotts Valley and Watsonville.

Delivery of relationship-based service with a solutions-driven focus sets us apart from the competition. We offer direct access to decision-makers combined with modern banking technologies and digital tools. The Bank is a leading SBA lender in Santa Cruz County and Silicon Valley and a top USDA lender in the state of California.

Since opening in 2004, we have proudly upheld our commitment to support regional well-being by actively participating in and donating to local nonprofit organizations. We engage in impactful volunteerism and support the greater economic vitality within our four-county reach, contributing more than 2,000 hours of volunteering annually.

Our success is driven by our exceptional team — experienced, knowledgeable and focused on delivering results!

National, regional and local honors we’ve received include:

• Newsweek – America’s Best Regional Banks and Credit Unions 2025
• American Banker Magazine – Top 100 Best Performing Community Banks in the U.S., 10 years
• Good Times – Readers’ Poll, Best Bank in Santa Cruz County, 13 years
• Santa Cruz Sentinel – Readers’ Choice, Best Bank in Santa Cruz County, 10 years
• Farm Bureau of Santa Cruz County and Agri-Culture – Al Smith Friend of Agriculture Award
• Second Harvest Food Bank – Big Step and Platinum Awards for Holiday Food and Fund Drive
• Santa Cruz Area Chamber of Commerce – Business of the Year 2025, 2021 and 2018
• The Pajaronian – Best of the Pajaro Valley 2024 Readers’ Poll, Best Bank
• The Press Banner – The Best of Scotts Valley 2024 Readers’ Poll, Best Local Bank

Position Overview

The Treasury Management Advisor is responsible for identifying, analyzing, selling and supporting treasury management products and services to established business clients and targeted prospective candidates while meeting call and revenue goals. Position plays a leadership role in promoting treasury management products and services, both internally and externally. Works both independently and in conjunction with the Director of Treasury Management, lending and branch operations teams in meeting with clients and prospects providing treasury management knowledge and expertise to support our client relationships. Resulting in offering innovative treasury management solutions and enhancing the bank’s relationship with the client. Works with various “referral” partners in offering services where we have established referral relationships.

This position is on-site at our Monterey location. 

Essential Job Functions

• Work with Director of TM to identify, review, and evaluate client and prospect needs and requirements against WCCB’s strategic direction and business objectives focusing on payments, deposits, online banking and fraud prevention.

• Makes calls independently, with Director of TM or with Bankers on commercial clients and prospects, identifying new business opportunities and strengthening existing relationships by assessing client needs and recommending effective solutions ensuring continuous account penetration and client satisfaction

• Achieve new Treasury management sales targets and grow relationships. Develop and maintain close working relationships with clients through regular visits and telephone contact.

• Performs analysis on account structures/product usage/costs and makes recommendations based on clients’ overall needs

• Must be viewed as a Subject Matter Expert (SME) regarding Treasury Management Products and be considered a valuable resource and an integral part of the relationship team

• Independent and joint calling efforts with Relationship Teams and/or Director of TM

• Proactive, ongoing and independent review of existing and potential treasury management client relationships

• Act as a liaison between client and various departments within WCCB to resolve any issues that may arise with Treasury Management Products/Services

• Be accountable for our client’s experience with WCCB and its products, this includes debriefing the Director of TM as it pertains to client feedback and the measurement of client experience

• Be a Treasury Management “evangelist” within WCCB, touting our products, helping to educate our fellow bankers on our product suite and staying abreast of new technology and practices.

• Identify cross-sell opportunities within existing portfolio

• May assist with product-focused marketing campaigns, including client follow-up

• Perform other tasks and duties as assigned.

Requirements

Job Requirements

Must be able to perform all the essential duties of the position satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

• 5-7 years treasury management product knowledge and advisory sales experience

• Proven track record of sales success and goal attainment within treasury management advisor position or similar role

• Demonstrated Industry knowledge and understanding of market dynamics

• Analytical with strong attention to detail, including execution of proposals and client presentations

• Extensive knowledge of all facets of Treasury management, including integration with client accounting software packages

• Ability to network both internally and externally to enable the delivery of creative solutions to meet clients’ needs

• Strong commercial awareness, business development and negotiation skills

• Excellent communication, presentation and influencing skills

• Strong organizational and time management skills

• Effective judgement, decision making and problem-solving skills

Required Education and Experience

• Bachelor Degree preferred or equivalent work experience.

Additional Eligibility Qualifications

• Demonstrated experience with Treasury Management products and services.

• Vast knowledge of Banking industry and all banking products and services.

• Excellent people skills, with an ability to partner multiple business units and partners.

• Possess personal qualities of integrity, credibility, and commitment to corporate mission.

• Flexible and able to multitask; can work within an ambiguous, fast-moving environment, while also driving toward clarity and solutions; demonstrated resourcefulness in setting priorities and guiding investment in people and systems.

• Must have foundational computer skills including: Microsoft Office Suite (Outlook email and calendaring) and the Internet. Proficient in excel spreadsheets and creating PowerPoint presentation

Benefits:

• Medical, dental, and vision plans
• Vacation, sick leave, paid Holidays
• Paid volunteer time
• Employer paid life insurance
• 401(k) with employer matching
• Ongoing training, professional development and career advancement opportunities

Physical Demands:

The physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate typical office equipment such as a computer, telephone, mouse and keyboard.
• Specific vision abilities required by this job include close vision requirements due to computer work.
• Light to moderate lifting may be required.
• Regular, predictable attendance is required; including the occasional evening and weekend work as business demands dictate.
• Travel between company locations as needed.

Position Type/Expected Hours of Work: This is a full-time position that regularly requires long hours and occasional weekend work.

Travel: Travel is primarily local during the business day, although some out-of-the-area and overnight travel may be expected.

Work Environment

The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate noise (i.e., business office with computers, phone, and printers, moderate traffic).
• Ability to work in a confined area.
• Ability to sit or stand at a computer terminal for an extended period.