Relationship Manager I-III

FFB Bank • Fresno, CA

15h

About The Position

The Relationship Manager I-III is responsible for developing, managing, and expanding deposit, loan, and merchant relationships within designated markets. The role sources new business, identifies client needs, and structures and negotiates financial solutions to achieve individual, departmental, and Bank-wide sales goals. The Relationship Manager builds and maintains client relationships, deepens existing accounts through cross-selling, and supports client satisfaction throughout the sales and deal lifecycle.

Responsibilities and portfolio complexity vary by experience and level. The role may emphasize prospecting and closing core relationships, managing complex and higher-value portfolios, or structuring sophisticated deals while contributing to market development and mentoring junior team members. In addition to base compensation, the position offers the opportunity to earn performance-based incentives through participation in an incentive plan.

The position is performed in an office or home office environment and involves writing, typing, speaking, lifting moderate weights, and operating office equipment, as well as sitting, walking, and reaching. Reasonable accommodation may be made for individuals with disabilities to perform essential functions. Travel is up to 75% and may include frequent trips to client locations, sales presentations, industry conferences, corporate events, and training sessions, including long-distance flights, overnight stays, and local transportation. The role requires compliance with Bank policies and applicable laws and regulations, including confidentiality, data privacy, and role-specific AML/CFT responsibilities.

Requirements

• Minimum 3–5 years of related experience in banking, financial services, or a relevant industry.
• Proficiency with Microsoft Office Suite, including Excel, Word, and Outlook.
• Demonstrated ability to cross-sell and confidently explain products and services.
• Knowledge of commercial banking products and services and a strong understanding of federal compliance regulations.
• Ability to take initiative and effect change through consensus building, negotiation, and conflict resolution.
• Effective oral, written, and interpersonal communication skills, including the ability to interpret documents and procedures, write reports and correspondence, and communicate clearly with customers, vendors, and employees.
• Strong organizational and time-management abilities with attention to detail.
• Teamwork and relationship skills to lead collaborative efforts, foster alignment, and drive results across teams.
• Commitment to continuous learning and professional development to stay current with industry standards and best practices.
• Ability to maintain authenticity and integrity in professional interactions and build trust and credibility with stakeholders.
• Ability to manage multiple priorities and meet deadlines in a dynamic environment.
• Ability to work independently with minimal supervision and as part of a team.
• 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.
• Willingness to take on special projects and perform other duties as assigned.

Nice To Haves

• Bachelor’s degree from an accredited college or university, preferably in Business, Finance, or a related field.

Responsibilities

• Generate leads through outbound calls, emails, networking, and in-person meetings.
• Build and maintain relationships with prospective and existing clients to drive long-term business.
• Use CRM systems to track interactions, update customer records, and manage pipeline activity.
• Develop new deposit, loan, and merchant relationships in assigned markets through prospecting, networking, referrals, and Centers of Influence.
• Manage a portfolio of client relationships by identifying financial needs and delivering tailored banking solutions.
• Lead the sales lifecycle, including prospecting, solution design, proposal development, negotiation, closing, and funding.
• Create proposals and RFP responses that address client challenges and present the Bank’s solutions.
• Gather and analyze business and financial information for underwriting, pricing, and approval of proposed solutions.
• Achieve or exceed sales volume, revenue, margin, fee, and cross-sell goals.
• Maintain accurate pipeline, prospecting, and sales activity records using Bank-approved CRM and reporting tools.
• Develop and execute an annual business plan with leadership to support individual and departmental sales objectives.
• Participate in business development, community engagement, and professional networking to strengthen market presence.
• Monitor market trends, competitive offerings, and regulatory requirements to support client conversations and decision-making.
• Collaborate with internal partners to position Bank products and deliver a seamless client experience.
• Expand existing client relationships through cross-selling and identification of additional banking opportunities.
• At more senior levels, mentor and support junior Relationship Managers by sharing best practices, sales strategies, and market insights.
• Apply the TRAC values and Critical Behaviors—Teamwork, Relationship, Authenticity, and Commitment—in daily interactions and decision-making.
• Complete administrative tasks promptly, including required Bank Compliance Training.
• Respond to internal and external inquiries through email, phone, or messaging platforms in a timely and professional manner.
• Represent the Bank positively through ethical conduct and community involvement.
• Demonstrate commitment to EEO policies and foster a respectful, inclusive workplace that values cultural differences, prevents harassment, and supports a diverse workforce.
• Follow Bank policies, procedures, and processes, as well as applicable state and federal laws, rules, and regulations; protect confidentiality and data privacy and carry out role-specific AML/CFT responsibilities.
• Travel up to 75% for client visits, sales presentations, industry conferences, corporate events, and training.
• Take on special projects and other duties as assigned to support team and organizational needs.

Benefits

• Employee ownership through an ESOP program
• Medical, dental, and vision coverage
• Life insurance
• Paid vacation
• 401(k) retirement plan
• Training and development opportunities
• Tuition reimbursement
• Employee Assistance Program
• Internal job postings and referral program
• Opportunity to earn performance-based incentives through participation in an incentive plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level