Treasury Relationship Manager II

🕒 5 dias atrás

🏄 California – Remoto

🏄 California – Remote

💵 $120.000 - $180.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Gerente de Contas

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FFB Bank

SiteLinkedInTodas as Vagas

51 - 200 funcionários

🏦 Bancário

Banking

O FFB Bank é uma instituição financeira que oferece uma ampla gama de serviços bancários para necessidades pessoais e empresariais. Seus serviços incluem contas correntes e de poupança empresarial, empréstimos comerciais, contas correntes e de poupança pessoal, empréstimos pessoais e crédito, bem como diversas opções de banco online e móvel. O banco enfatiza uma relação colaborativa e de confiança com seus clientes, visando o crescimento mútuo ao entender os clientes além de suas demonstrações financeiras. O FFB Bank se orgulha de oferecer tanto um atendimento ao cliente personalizado quanto a conveniência dos serviços bancários virtuais, como serviços de comércio, pagamento de contas online e captação de depósitos remota. Eles foram reconhecidos como um dos melhores bancos do Centro da Califórnia várias vezes, destacando a satisfação dos clientes e o compromisso com a comunidade.

Descrição

• Generate new leads through outbound calls, emails, networking, and in-person meetings • Build and maintain relationships with prospective and existing small to mid-sized business clients • Use CRM systems to track interactions, update customer records, and manage pipeline activity • Manage a portfolio of business clients and grow deposits and treasury management product usage • Assess client needs and recommend complex Treasury Management solutions, including payments, digital banking, and cash management services • Provide expert guidance on Treasury Management products, systems, platforms, and industry best practices • Monitor client activity and identify cross-selling opportunities for non-lending products • Refer credit or lending needs to Commercial Relationship Managers • Drive business development through networking, community events, and existing client relationships • Deliver superior customer service and resolve issues promptly • Ensure Treasury Management solutions and operational processes comply with Bank policies and regulatory requirements • Guide and mentor junior Treasury Relationship Manager staff • Collaborate with operations, product specialists, and other departments to optimize service delivery and client satisfaction • Represent the Bank at business and community events • Complete administrative tasks and required Bank Compliance Training • Respond to internal and external inquiries via email, phone, or messaging platforms • Uphold TRAC Values and Critical Behaviors • Maintain confidentiality and data privacy while carrying out AML/CFT responsibilities • Perform duties in an office or home office environment • Travel up to 75%, including client locations, sales presentations, conferences, corporate events, and training sessions

🎯 Requisitos

• Must reside in Northern California and be established in the East Bay market • Bachelor’s degree from an accredited college or university required; relevant field preferred (e.g., Business, Finance, or related) • Minimum 5–7 years in commercial banking, business development or sales required • Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required • Demonstrated ability to cross-sell and explain all products and services with confidence and authority • Knowledge of commercial banking products and services • Strong understanding of federal compliance regulations required • Ability to take initiative and effect change through consensus building, negotiation, and conflict resolution • Effective oral, written, and interpersonal communication skills • Strong organizational and time management abilities with attention to detail • Strong teamwork and relationship skills • Willingness to take on special projects and other assigned duties • Commitment to continuous learning and professional development • Ability to maintain authenticity and integrity in professional interactions • Capable of managing multiple priorities and meeting deadlines • Ability to work independently with minimal supervision and as part of a team • Proven ability to adapt to changing priorities and procedures • Current driver’s license and a vehicle with appropriate insurance coverage if required to drive while performing assigned duties

🏖️ Benefícios

• Employee ownership through our ESOP program • Medical, dental, and vision coverage • Life insurance • Paid vacation • 401(k) retirement plan • Training & development opportunities • Tuition reimbursement • Employee Assistance Program • Internal job postings and referral program • Collaborative, close-knit culture • Opportunities to participate in community and networking events