Treasury Management Officer III
$150k - $190kSunflower Bank Mortgage Lending
Job Type: Full‑time Location: Irvine, CA (Orange County). Must be local to Orange County/Irvine. Role: Treasury Management Officer III. 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’s product sales potential and preparation of pricing proposal. Review and analyze current and potential commercial relationships and recommend appropriate products and services. Participate in design of marketing and sales programs aimed at the commercial customers for treasury management related products; develop various prospecting and sales related materials and reporting to be used throughout the sales cycle. Prepare appropriate contracts, agreements and documentation relative to the Treasury Management products and services offered in accordance with Sunflower Bank, N.A. policies and procedures. Collaborate with other departments and team members on the preparation and presentation of Commercial Banking proposals and requests for financial proposals (RFPs). Maintain industry knowledge of treasury management solutions and pricing to stay competitive. Leverage reporting and sales tools to proactively identify and successfully convert sales opportunities. Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company. Perform other duties as assigned. Qualifications Bachelor’s degree in Finance, Accounting, Business, Management, Economics or similar; previous experience may be considered in lieu of a 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 a strong understanding of value propositions related to TM solutions. Strong verbal and written communication skills. Strong problem‑solving, strategic thinking, time‑management and organizational skills. Strong ability to formulate partnerships with all levels in an organization. Salary $150k - $190k, dependent on knowledge, skills, experience, and location. Company Culture Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associate Benefits 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company‑paid Life Insurance Tuition ReimbursementSure, here's……... (tanging…... maybe #J-18808-Ljbffr Sunflower Bank Mortgage Lending
$150k - $190k
...financial institution MUST HAVE : Certified Treasury Professional (CTP) designation... ...Current understanding of general Treasury Management products, offerings, Cash Flow cycles,... ...full-time position of Treasury Management Officer III at our Irvine, CA location. Hybrid...SuggestedFull timeLocal area- ...focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.As a Treasury Management Officer in Commercial & Investment Banking, you will generate new treasury management business and maintain relationships with...Suggested
- ...Job Description Job Description Job Summary: Under the direction of the Treasury Management Manager the Treasury Management Officer's primary responsibility is to support the Bank's clientele with the Treasury Management needs and provide support for Online Banking...SuggestedCasual workWork at officeFlexible hours
$169.41k - $200k
Job Title:Treasury Management Sales Officer IILocation:Costa MesaWhat you'll do:As a Treasury Management Sales Officer II, you'll be responsible at the divisional level for the development of new Treasury Management business, the expansion of existing business relationships...SuggestedFull timeLocal area$30 - $35 per hour
...The Management Trust Position Title: Accounting Specialist Location: Irvine, CA Reporting To: Division Controller Status: Non-Exempt, Full... .../Company’s objectives ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be...SuggestedHourly payFull timeWork at officeRelocationMonday to Friday- ...period; collate financial reporting materials for state, county, and corporate requirements. F. Assist the CFO as necessary in managing organizational cash flow forecasting by working in partnership with the program directors; continuously collaborate with program leadership...Local area
- Accounting Manager - Hybrid Schedule AvaialbleWell established, highly profitable regional CPA firm seeks an Accounting Manager to specialize... ...fluency in EnglishAbility to travel to client or other firm office locations, as necessaryStrong computer skills including...Work at office
$89k - $149k
...minds in the industry.The Financial Analyst III will support the financial planning and... ...Support for business units and financial management. Budgeting and forecasting of business... ...US GAAP and SOX compliance. Advanced MS Office knowledge in Excel and PowerPoint. Knowledge...Hourly payContract workTemporary workLocal areaFlexible hours- ...Treasury Services Relationship Manager The Treasury Services Relationship Manager is responsible for developing and strengthening relationships with business members and prospective members by delivering treasury management solutions that support efficient cash flow...Remote work
- About this role:Wells Fargo is seeking a...In this role, you will:Coach, direct, and manage the sales activities of a small group of residential Private Mortgage Bankers under the direction of a Non-Producing Private Mortgage Banking ManagerSupervise individual contributors...Hourly payMinimum wageFull timeWork experience placementBank staffWork at officeImmediate start
$150k - $230k
...and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.OverviewAs a Sr. Private Client Manager, you will be part of a growing and stable organization that provides career path development opportunities while serving a growing...Full time$99k - $266k
...ConsultingManagement LevelManagerJob Description & SummaryThe OpportunityAs a Specialized Tax Services - Energy Incentives & Credits Manager, you will focus on providing tax advice and solutions to clients in complex and niche areas of taxation, including accounting...Full timeApprenticeshipH1b$150k
Industry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelDirectorJob Description & SummaryThe OpportunityAs a Specialized Tax Services - Energy Incentives & Credits Director, you will focus on providing tax advice and solutions to clients in complex ...Full timeApprenticeshipH1b- ...A leading global real estate and investment management firm headquartered in Los Angeles, California with 14 offices in 10 countries and more than 300 employees. The Company targets attractive risk-adjusted investment returns across a broad range of predominantly real...Immediate start
- ...reputation for its leading-edge financial management practices, water recycling program,... ...and analyzes bank accounts, cash ledgers, treasury ledgers and investment ledgers. Prepares... ...communicate effectively with all levels of office/field employees and management....Work at officeLocal area
$90k - $110k
...of capital projects, proper fixed asset accounting, and timely financial reporting.Based in our Irvine office on a hybrid basis, you'll help support the management of capital spend, partner with Project Managers, and uphold financial integrity across the project lifecycle...Work at office$80k - $90k
...Full-time Description Position: Accountant Company: NonProfit Fiscal Management (NPFM) Compensation: $80,000–$90,000 (full-time equivalent) Location: Remote (U.S.) Employment Type: Full-time exempt (part-time may be considered based on candidate...Full timeTemporary workPart timeRemote workFlexible hours$77k - $214k
...while minimising risks of non-compliance.Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise...Full timeSecond jobH1b$81.13k - $164.57k
...for as a firm.KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities:Support Tax Managers and Partners in the day-to-day management of client portfolio Take responsibility for overall engagement planning and job...Local area$31.25 - $36.06 per hour
...communication skills. You will learn the principals of advanced property management accounting, be able to review financials, perform client facing... .../using a keyboard. Tools & Equipment Used: ~ General office equipment What We Offer: Medical, dental, and...Full timePart timeWork at officeLocal areaFlexible hours$77k - $214k
...while minimising risks of non-compliance.Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise...Full timeH1b$200k
...Regional Chief Estimator in Irvine, CA. This is a full-time in office position. ResponsibilitiesResponsible for all aspects of Estimating... ....QualificationsCollege degree in Engineering or Construction Management.Minimum 15+ years’ heavy civil estimating experience...Full timeFor subcontractorWork at officeLocal area$110k - $120k
...Audit Supervisor role will be based out of our Orange County, CA office. You'll work alongside an integrated team of seasoned, well-... ...regulatory and accounting issues that arise during an audit engagement Managing multiple engagements concurrently with various teams to...Full timeWork at officeLocal area- Government Audit Manager in Irvine, CAWe are currently seeking a skilled Government Audit Manager to join our team in Irvine, CA. In this role, you will be responsible for leading and executing government audit engagements for a variety of clients. The ideal candidate will...
- Progressive regonal CPA firm needs an Audit Manager who has a State and Local Government specialization- Fast track to Director / Partnership... ...ConditionsHybrid working environment (work from home, firm office or client location) as needed to services the clients...Work at officeLocal areaWork from homeRelocation packageNight shift
- ...client, and the professional staff. Directors are responsible for managing multiple auditing and accounting projects and client... ...current and valid CPA license.Ability to travel to client and firm office locations.Demonstrated ability to bring in new business to a CPA...Work at officeLocal areaWork from homeRelocation packageNight shift
- ...strong background in auditing and compliance, with a focus on state government regulations and processes.Responsibilities:Lead and manage a team of auditors to conduct thorough examinations of state government proceduresDevelop audit plans and strategies to ensure comprehensive...
- ...Accounting or a related field.At least 10 years of experience in public accounting, with leadership responsibilities at the Senior Manager level or higher.Extensive background in auditing governmental entities.Thorough understanding of Yellow Book (GAGAS), GAAS, and Uniform...Local areaRelocationNight shift
$77.85k - $122.33k
...sustainable cabin interiors, as well as advanced water and waste management systems.Here, you will develop your skills and grow within a... ...Windows Operating System.• Thorough understanding/use of Microsoft Office products including : Word, PowerPoint and Outlook.• Advanced...Permanent employmentLive inWork at officeLocal areaWorldwide$102k - $194k
...clients, communities, and each other.CLA is currently seeking an Audit Director/Audit Manager to join our State and Local Government (SLG) practice in any of our West Region Offices. Our SLG group is one of the fastest growing practice areas within CLA consisting of 60...Full timeLocal area
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