Exam Bulletin

State Treasurer's Office

Exam Code: EX-3839

Examination Plans Included:

  • TREASURY PROGRAM MANAGER III - Promotional

Final Filing Date: 1/17/2025

Bulletin Updates

  • The Final Filing Date has changed.

Classification Details

TREASURY PROGRAM MANAGER III: $9,755.00 - $11,079.00 per Month

View the TREASURY PROGRAM MANAGER III classification specification.

Application Instructions

Final Filing Date: 1/17/2025.

Examination/Employment Application (STD 678) must be received or postmarked by the filing date indicated above. Applications postmarked, personally delivered or received via interoffice mail after the filing date will not be accepted.

Who Should Apply:

The information below will help you determine which classification(s) is(are) appropriate for you. Applicants must meet the Minimum Qualifications as stated on this bulletin to compete in this examination.

Promotional Examination(s):

  • TREASURY PROGRAM MANAGER III - Promotional

In addition to meeting the Minimum Qualifications, competition is limited to individuals who meet at least one of the following filing criteria:

  • 1. Have a permanent civil service appointment with a promotional testing department (see Testing Departments), or
  • 2. Are current or former employees of the legislature for 2 or more years as defined in Government Code 18990, or
  • 3. Are current or former non-elected exempt employees of the executive branch for 2 or more consecutive years as defined in Govt. Code 18992, or
  • 4. Are persons retired from the United States military honorably discharged from active duty with a service disability or honorably discharged from active duty as defined in Government Code 18991. Applicants must provide a copy of discharge papers (DD 214) for verification purposes at the time of application.

Under certain circumstances other employees may be allowed to compete under provisions of Rules 234, 235 and 235.2. California Code of Regulations Rules 233, 234, 235.2 and 237 contain provisions regarding civil service status and eligibility for promotional examinations.

How To Apply:

Submit an Examination/Employment Application (STD 678) to apply for this examination.

Electronic applications can be submitted through your account at www.CalCareers.ca.gov.

You may apply by mail to:

  • Exam Unit
    State Treasurer's Office
    901 P Street, Rm 411A
    Sacramento, CA 95814

Indicate the Examination Code and Classification(s) on your Examination/Employment Application (STD 678).

You may drop off your application and any applicable or required documents at:

  • State Treasurer's Office
    Exam Unit
    901 P Street, Rm 411A
    Sacramento, CA 95814
    8:00 AM - 5:00 PM
    applications@sto.ca.gov

Indicate the Examination Code and Classification(s) on your Examination/Employment Application (STD 678). All applicants must provide proof of identification. Accepted forms of identification are: 1) a photo identification card or 2) two forms of signed identification.

Special Testing Arrangements:

If you require assistance or alternative testing arrangements due to a disability, indicate on your application that you need reasonable accommodation. You will be contacted by a representative of the testing department to make the necessary arrangements. If you have not been contacted by the time you receive notification of testing, please contact the testing department listed in the Contact section of this bulletin.

If you are unable to submit your application or complete the test due to a disability, please contact the testing department listed in the Contact section of this bulletin.

Minimum Qualifications

All applicants must meet the education and/or experience requirements as stated on this exam bulletin to be accepted to the examination.

Unless otherwise stated in the Minimum Qualifications, qualifying experience may be combined on a proportionate basis if the requirements stated below include more than one pattern and are distinguished as "Either" 1, "or" 2, "or" 3, etc. For example, applicants possessing qualifying experience amounting to 50% of the required time of Pattern 1 and additional experience amounting to 50% of the required time of Pattern 2 may be accepted to an examination as meeting 100% of the overall experience requirement.

00104245 - TREASURY PROGRAM MANAGER III

Either I

EXPERIENCE: One year of experience in the California State Treasurer's Office performing the duties of a Treasury Program Manager II.

Or II

EXPERIENCE: Broad and extensive (more than five years) responsible management experience in the trust or investment department of a governmental agency or financial institution involving the evaluation, cashiering, and transfer of bonds and securities, or in the purchase and sale of securities, or maintaining the cash position, at least two years of which shall have included supervisory responsibilities. (Experience in the California state service applied toward this requirement must include one year at a level equivalent to a Treasury Program Manager II.) AND


Education: Equivalent to graduation from college, preferably with specialization in Accounting, Business Administration, Economics, or Finance. (Additional qualifying experience may be substituted for the required education on a year-for-year basis.)

Position Description

00104245 - TREASURY PROGRAM MANAGER III

This is the highest level in the Treasury Program Officer/Manager series. In addition to having full supervisory and management responsibilities, the incumbent also functions as Assistant Chief in the Trust Services Division of the Treasurer's Office. The incumbent typically works closely with other divisions and organizations including various financing authorities and commissions providing program expertise in the most complex areas which usually involve the sales and servicing of bonds, and trust services relating to securities.

For information regarding position location(s), please refer to the Eligible List Information section.

Examination Information

This examination consists of the following component(s):

Component OrderComponent TypeComponent DuePercentage of Final Score
1Supplemental ReportAfter Acceptance100%

A final score of 70% must be attained to be placed on the eligible list.

In addition to evaluating the applicant's relative knowledge, skill and ability as demonstrated by quality and breadth of education/experience, emphasis in each test component will be on measuring competitively, relative to job demands, each applicant's:

Knowledge of:

  • Basic principles and procedures of general accounting, public finance, governmental accounting, and financial record keeping.
  • Functions and operations of the State Treasurer's office.
  • Computer systems and standard applications software including word processing, spreadsheet, and database programs.
  • Principles and practices of effective public personnel administration.
  • A manager’s/supervisor’s responsibility for promoting equal opportunity in hiring and employee development and promotion, and for maintaining a work environment that is free of discrimination and harassment.
  • A supervisor’s role in the State Labor Relations.
Ability to:
  • Gather, organize, and summarize financial data.
  • Analyze data and situations accurately and adopt an effective course of action.
  • Learn to utilize computer systems and standard/ specialized software applications in the performance of financial and analytical work.
  • Establish and maintain cooperative working relationships with those contacted.
  • Communicate effectively.
  • Act as a liaison between the Treasurer’s Office and other state and local agencies and private organizations.
  • Negotiate with other governmental and private agencies.
  • Plan, organize and direct the work of others.
  • Develop standards, policies, and procedures for the programs and their operation.
  • Effectively promote equal opportunity in employment and maintain a work environment that is free of discrimination and harassment.
  • Coordinate program operation with that of other divisions and organizations.

Eligible List Information

A Departmental Promotional eligible list for the TREASURY PROGRAM MANAGER III Classification will be established for:

  • State Treasurer's Office

The list(s) will be abolished 12 months after being established, unless the needs of the State and conditions of the list(s) warrant a change in this period.

Resulting Eligibility List(s) will be used to fill vacancies throughout the State of California.

Veterans' Preference is not granted for promotional examinations.

Career Credits are not granted for examination(s) administered on an Open basis or a Promotional basis.

Testing Departments

  • State Treasurer's Office

Contact Information

Questions regarding this examination should be directed to:

State Treasurer's Office
Exam Unit
901 P Street, #411A
Sacramento, CA 95814
Phone: (916) 653-3100
applications@treasurer.ca.gov

California Relay Service: 1-800-735-2929 (TTY), 1-800-735-2922 (Voice). TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device.

Equal Opportunity Employer

The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.

Drug Free Statement

It is an objective of the State of California to achieve a drug-free State work place. Any applicant for State employment will be expected to behave in accordance with this objective, because the use of illegal drugs is inconsistent with the law of the State, the rules governing civil service, and the special trust placed in public servants.

General Information

Examination and/or Employment Application (STD 678) forms are available at the California Department of Human Resources, local offices of the Employment Development Department, and through your CalCareer Account (www.CalCareers.ca.gov).

If you meet the requirements stated on this examination bulletin, you may take this examination, which is competitive. Possession of the entrance requirements does not assure a place on the eligible list. Your performance in the examination described in this bulletin will be rated against a predetermined job-related rating, and all applicants who pass will be ranked according to their scores.

State Treasurer's Office reserves the right to revise the examination plan to better meet the needs of the service, if the circumstances under which this examination was planned change. Such revision will be in accordance with civil service laws and rules and all applicants will be notified.

General Qualifications: Applicants must possess essential personal qualifications including integrity, initiative, dependability, good judgment, the ability to work cooperatively with others, and a state of health consistent with the ability to perform the assigned duties of the class. A medical examination may be required. In open examinations, investigation may be made of employment records and personal history and fingerprinting may be required.

Eligible Lists: Eligible lists established by competitive examination, regardless of date, must be used in the following order: 1) sub-divisional promotional, 2) departmental promotional, 3) multi-departmental promotional, 4) service-wide promotional, 5) departmental open, 6) open. When there are two lists of the same kind, the older must be used first. Eligible lists will expire in one to four years unless otherwise stated on the bulletin.

High School Equivalence: Equivalence to completion of the 12th grade may be demonstrated in any one of the following ways: 1) passing the General Education Development (GED) Test; 2) completion of 12 semester units of college-level work; 3) certification from the State Department of Education, a local school board, or high school authorities that the competitor is considered to have education equivalent to graduation from high school; or 4) for clerical and accounting classes, substitution of business college work in place of high school on a year-for-year basis.

Accepted applicants must provide proof of identification at each in-person test session. Acceptable identification consists of a photo identification card or two forms of signed identification.
Application Methods:
Electronic (Your CalCareer Account)
By Mail
In Person (see bulletin for details)
Alternate Application Process

While we recommend that you utilize your CalCareer Account to take advantage of all the tools available, you may choose to apply for this examination without using your account. In this case, print and complete the Exam Application Package Checklist and include it if you submit a hard copy application.

Exam Application Package Checklist

Blank Application Form (STD678)

Accommodation Request (STD679)