TM Client Care Advisor II - California Region

What you’d do

Manage a portfolio of treasury management clients as their primary contact, advising on TM services and solutions. The role involves client retention and growth using data analytics and collaboration with internal teams. Full-time in San Jose, CA. Found on the employer's careers page on Oct 22, 2026. Apply through the link.

You’ll need

• Bachelor's Degree or equivalent work experience
• 3+ years banking experience including Commercial Bank experience
• 3+ years client service experience (phone and face to face)