Treasury Relationship Manager II

🕒 il y a 22 jours

🏄 California – Distant

🏄 California – Remote

💵 $120 000 - $180 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💰 Responsable de comptes

👻 Score fantôme 1%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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🏦 Banque

Banking

La FFB Bank est une institution financière offrant une large gamme de services bancaires pour les besoins personnels et professionnels. Leurs services comprennent des comptes chèques et d'épargne professionnels, des prêts commerciaux, des comptes chèques et d'épargne personnels, des prêts et crédits personnels, ainsi que diverses options de banque en ligne et mobile. La banque met l'accent sur une relation de collaboration et de confiance avec ses clients, visant une croissance mutuelle en comprenant les clients au-delà de leurs états financiers. La FFB Bank est fière d'offrir un service client personnalisé et la commodité des services bancaires virtuels, tels que les services marchands, le paiement de factures en ligne et la capture de dépôt à distance. Elle a été reconnue à plusieurs reprises comme l'une des meilleures banques de Californie centrale, soulignant la satisfaction de ses clients et son engagement envers la communauté.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• 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

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