[Hiring] Treasury Relationship Manager II @FFB Bank

Role Description

The Treasury Relationship Manager II (TRM II) is an experienced banker responsible for managing and growing complex deposit and treasury relationships with small to medium-sized businesses in the Northern California market. This role leads business development efforts, manages higher-value portfolios, mentors junior staff, and ensures exceptional service and compliance. The TRM II contributes to strategic sales goals and collaborates across departments to deliver tailored treasury solutions.

• Generates new leads through outbound calls, emails, networking, and in-person meetings.
• Builds and maintains strong relationships with prospective and existing clients to drive long-term business.
• Uses CRM systems to track interactions, update customer records, and manage pipeline activity.
• Manages a portfolio of small to mid-sized business clients, identifying opportunities to grow deposits and TM product usage.
• Engages clients in consultative discussions to assess needs and recommend complex Treasury Management solutions, including payments, digital banking, and cash management services.
• Maintains advanced knowledge of TM products, systems, platforms, and industry best practices to provide expert guidance to clients.
• Monitors client activity and identifies opportunities for cross-selling non-lending products while referring any credit or lending needs to Commercial Relationship Managers.
• Drives business development initiatives by networking, attending community events, and leveraging existing client relationships to generate new deposit and TM opportunities.
• Delivers superior customer service, ensuring timely issue resolution and effective follow-through on client requests.
• Supports compliance and risk management by ensuring TM solutions and operational processes follow Bank policies and regulatory requirements.
• Provides guidance and mentoring to junior TRM staff, helping them navigate products, processes, and client engagement strategies.
• Collaborates with internal partners, including operations, product specialists, and other departments, to optimize service delivery and client satisfaction.
• Represents the Bank in business and community events, building the Bank’s visibility and strengthening client and referral relationships.
• Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily interactions and decision-making.
• Completes administrative tasks with a sense of urgency, including required Bank Compliance Training.
• Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner.
• Positively represents the Bank through ethical conduct and community involvement.
• Demonstrates an understanding of and commitment to EEO policies.
• Fosters a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any kind, and supporting a diverse workforce.
• Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations.
• Ensures confidentiality and data privacy while carrying out AML/CFT (Anti-Money Laundering and Countering the Financing of Terrorism) responsibilities specific to the role.
• Performs duties in an office or home office environment, involving tasks such as writing, typing, speaking, lifting moderate weights, and operating office equipment.
• The position requires physical activities like sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions.
• Travels up to 75%, including but not limited to frequent trips to client locations, sales presentations, industry conferences, corporate events, and training sessions.

Qualifications

• Must reside in Northern California and established in the Easy 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 of in commercial banking, business development or sales role 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 as well as strong understanding of federal compliance regulations required.
• Ability to take initiative and effect change within the Bank 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 to lead collaborative efforts, foster alignment, and drive results across teams.
• Willingness to take on special projects and perform other duties as assigned, beyond core responsibilities, to support team and organizational needs.
• Commitment to continuous learning and professional development to stay current with industry standards and best practices.
• Ability to maintain authenticity and integrity in all professional interactions.
• Capable of managing multiple priorities and meeting deadlines in a dynamic environment.
• 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 and responsibilities.

Benefits

• 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