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Treasury Analyst

Job in Portland, Multnomah County, Oregon, 97272, USA
Listing for: WaFd Bank
Full Time position
Listed on 2026-10-01
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Sales
Salary/Wage Range or Industry Benchmark: 24.27 - 33.99 USD Hourly USD 24.27 33.99 HOUR
Job Description & How to Apply Below
MinUSD $24.27/Hr.MaxUSD $33.99/Hr.

Job Summary This position is responsible for supporting Treasury Relationship Managers in business deposit product needs; attending sales calls with prospective clients, and effectively implementing and promoting those products to the client base.

Along with the key functions listed below, each position will be expected to uphold the value that WaFd Bank places on simply being kind when servicing our co-workers and WF clients.

KEY FUNCTIONS:

Partners with Treasury Relationship Managers to prepare for new client calls and to identify new sales opportunities with existing clients;

Provides product knowledge expertise during sales calls with potential and existing clients;

Provides effective sales culture leadership for the profitable expansion of Deposit and Treasury Management relationships to support strategic growth;

Maintain and develop a strong internal network and deepen existing treasury relationships.

Adherence to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations.

Assist in producing professional quality proposals and respond to formal RFP's.Deliver excellent customer service to both external clients and internal colleagues throughout the bank;

Conduct internal and external training sessions on product changes and Treasury Management;

Maintain knowledge base of current and emerging business and Treasury Management products;

Ensure the accurate implementation and servicing of all deposit and Treasury Management relationships;

Update Treasury Relationship Managers regarding critical developments in customer relationships;

Work with operations, servicing and product support personnel to ensure successful client on-boarding, customer satisfaction and ongoing support.

Complete additional tasks and special projects as assigned by manager.

This position will be asked to provide coverage locally as well as throughout the state and potentially in other state(s).Occasional travel will be required.

Lead effective relationship reviews identifying additional opportunities to expand services and revenue.

Other duties assigned.

Qualifications Position requires a bachelor's degree with a concentration in finance and/or accounting preferred.

Must possess a thorough knowledge of bank operations, policies, procedures & Bank/TM products.

Must have a good math aptitude and be proficient in MS Office.

Minimum of 3 years of banking and/or treasury management sales experience in a financial environment.

Certified Treasury Professional (CTP) or Accredited ACH Professional (AAP) preferred.

Benefits At WaFd Bank you get all of these great benefits!

Paid time off for vacation, sick days and holidays

Health insurance

Stock options

Bonus programs
401(k) plan

Paid Parental Leave Life and AD&D insurance

Long-term disability

Tuition Reimbursement Employee assistance programs

Pre-tax health and dependent-care spending plans

WaFd Bank Benefits Summary -  for more information EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment.

WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control…
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