Beneficial State Bank
The Treasury & Client Services Associate provides comprehensive operational and client support to Commercial Banking teams and commercial clients, serving as a primary point of contact for servicing inquiries and onboarding new relationships. This role ensures the accuracy and compliance of account setups while safeguarding the Bank through risk assessment protocols and adherence to regulatory requirements. The position collaborates closely with internal partners to enhance the client experience and support daily treasury operations.
Headquarters
Oakland, California, United States
Company Size
201-500 employees
Founded
2007
Beneficial State Bank is a mission-driven, FDIC‑insured bank that promotes "ethical banking for people & planet." It offers personal, business, nonprofit, and commercial banking products—checking and savings, loans, mortgages, and community development lending—geared toward customers who want their money to support social and environmental impact. The bank emphasizes transparency, impact-driven lending, and strengthening local communities, with branches and services primarily in California and Oregon. Customers choose Beneficial State for its values‑based approach to finance and commitment to sustainable community investment.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Beneficial State Bank.
Beneficial State Bank didn’t post a salary, so this is our estimate from similar listings.
17% below the average for this role
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