Treasury Relationship Manager II

🔥 3 hours ago

🏄 California – Remote

🏄 California – Remote

💵 $120k - $180k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 1%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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FFB Bank

WebsiteLinkedInAll Job Openings

51 - 200 employees

🏦 Banking

Banking

FFB Bank is a financial institution offering a wide range of banking services for both personal and business needs. Their services include business checking and savings accounts, commercial lending, personal checking and savings accounts, personal loans and credit, as well as a variety of online and mobile banking options. The bank emphasizes a collaborative and trustworthy relationship with its clients, aiming for mutual growth by understanding customers beyond their financial statements. FFB Bank prides itself on offering both personalized customer service and the convenience of virtual banking services, such as merchant services, online bill pay, and remote deposit capture. They have been recognized as one of the best banks in Central California multiple times, showcasing their client satisfaction and community commitment.

📋 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

🎯 Requirements

• 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

🏖️ Benefits

• 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