Treasury Management Solutions Specialist

Fremont Bancorporation • Livermore, CA

1d • Hybrid

About The Position

Fremont Bank is seeking a strategic, hands-on professional to join and help advance our Treasury Management Solutions team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. The Treasury Management Solutions Specialist is responsible for driving revenue growth through the acquisition, cross-sale, implementation, and support of treasury management solutions. This role partners with relationship teams to deliver consultative sales strategies that deepen client relationships, grow deposits, expand product utilization, and increase fee income for the Bank, primarily within the small to mid-sized business segment. This position works closely with the Treasury Management Solutions Manager, Financial Banking Centers, and internal business partners to generate new business through prospecting, joint sales calls, and client engagement. The Treasury Management Solutions Specialist provides a high level of service to clients and prospects, including solution demonstrations, onboarding, and training, while consistently meeting or exceeding the Bank’s and department’s annual Key Performance Indicators (KPIs). The ideal candidate is a self-motivated sales professional who thrives in a field-based environment, spending approximately 75% of their time within assigned market segments building relationships and driving sales.

Requirements

• 3 years of experience in financial services including a minimum of 2 years’ treasury management or equivalent.
• High school diploma or GED required
• Proven selling and negotiation skills; with an ability to articulate complex ideas and solutions.
• Ability to create strong working relationships with clients, prospects through cold calling new outside business opportunities.
• Experienced working with Branch Managers and business partners to identify and develop treasury management solutions for clients and prospects or equivalent.
• Strong listening, verbal and written communication skills; Strong presentation skills.
• Strong time management, organizational and planning skills.
• Ability to interpret/analyze prospective clients’ business statements.
• Ability to use various PC and internet-based systems including but not limited to Client Relationship Management System (CRM), Word, PowerPoint, and Excel for the role.
• Ability to travel to various locations throughout the assigned geographic territory.
• Ability to work independently and have strong acumen for business and relationship development.
• Ability to walk and stand for outside business development activities.
• Professional appearance is required.

Nice To Haves

• college degree preferred

Responsibilities

• Provide exceptional service that aligns with or exceeds our Best-in-Class Client Experience standards in customer service.
• Promote and expand client relationships by effectively utilizing the TMS Discovery tool to identify, access and address client needs.
• Accurately obtain required entity, solutions, user(s), limits, and accounts associated with the documentation to prepare Intake document request.
• Resolve client issues and handle client requests in a timely, consistent, and professional manner.
• Market responsibility: Required to cover a minimum of 5 Branches. When necessary, may need to cover for teammates when applicable.
• Explain, promote, and refer Fremont Bank products and services to current and prospective clients.
• Meet assigned sales and referral objectives and contribute towards branch goals, including referring customers to business partners when applicable.
• Maintain accurate performance records and pipeline activities; regularly review performance results with Treasury Management Manager and Branch Manager.
• Conduct internal and external prospective client telemarketing and follow-up duties you’ve created on your own, in partnership with internal partners or with management.
• Regularly participate in outside business development activities, including individual and collaborative in-person business cold calling, as well as applicable community-based business networking events.
• Conduct new client and prospect needs analysis to develop proposed service solutions through sales presentations and business development efforts.
• Prospects and existing client pipelines must be maintained to allow sales projections for 90 days of business or more.
• Meet or exceed annual based scorecard broken into 4 quarters.
• Maintain current knowledge of all Treasury management products and services offered.
• Grow non-interest income and deposit interest income.
• Promptly escalate any potential fraud or loss situations.
• Follow and explain bank policies and procedures as directed by management.
• Ensure compliance with applicable State and Federal regulations and laws.
• Perform all operational duties with accuracy, attention to detail.
• Actively prepare for and participate in TMS Huddles, department meetings and training workshops.
• Stay informed of job-related issues, bank promotions, and changes in products, services, policies, or procedures; actively participate in industry-related seminars and training classes.
• Stay current on business-related activities in other areas of the bank.
• Maintain a flexible work schedule, including weekends.
• Perform other additional duties as assigned.

Benefits

• Medical, dental, and vision insurance
• Flexible Spending Accounts (FSA, Dependent Care, Health Savings)
• Employee Stock Ownership Plan (ESOP)
• 401(k) with employer match
• Performance-based bonuses or incentives
• Paid holidays, vacation, and sick time
• Free personal checking and savings accounts
• Home loan rate discounts
• Tuition reimbursement and professional development resources
• On-site gym and discounted health club memberships
• Employee Assistance Program (EAP)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED