Treasury Relationship Associate III

FFB Bank•Fresno, CA

19h

About The Position

The Treasury Relationship Associate III supports business development and client relationship management for Depository and Treasury Management Relationship Managers. The role collaborates with sales officers, branch personnel, and internal teams to identify cross-sell opportunities, manage client portfolios, and coordinate customer transitions. The Associate contributes to revenue and deposit generation while taking a leadership role in mentoring and training junior team members and promoting continuous improvement. The position combines client and sales support, operational coordination, and team development to enhance customer experience and team performance. The role supports prospecting, proposals, and initial client meetings; manages support for assigned client portfolios; and coordinates onboarding and implementation with internal teams. It also develops and improves sales-support and onboarding processes, maintains knowledge of applicable regulations, and serves as backup to Treasury Management Implementation Specialists. The Associate provides coaching and feedback to employees, responds to inquiries, completes administrative and compliance training tasks, and represents the Bank through ethical conduct and community involvement. Work is performed in an office or home-office environment. The position involves writing, typing, speaking, lifting moderate weights, sitting, walking, reaching, and operating office equipment. Travel is up to 10%, typically regional or local, for meetings, training, and corporate events. Salary is $70,000–$90,000 annually.

Requirements

Minimum 6–10 years of experience in treasury management support or operations at a financial institution, including at least 3 years in a senior or lead capacity.
Proficient analytical and problem-solving skills, including the ability to interpret complex data and provide meaningful insights.
Proficiency with Microsoft Office Suite, including Excel, Word, and Outlook.
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.
Strong teamwork and relationship skills to lead collaborative efforts, foster alignment, and drive results across teams.
Ability to take initiative and influence change through consensus building and conflict resolution.
Willingness to take on special projects and other duties as assigned.
Commitment to continuous learning and professional development.
Ability to demonstrate authenticity and integrity in professional interactions.
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.

Nice To Haves

Bachelor’s degree from an accredited college or university in a relevant field such as Business, Finance, or a related field is preferred.

Responsibilities

Support Relationship Managers with prospecting, proposal preparation, and initial client meetings to identify and pursue new business opportunities.
Help ensure a seamless transition from prospect to client and contribute to business growth.
Manage support for existing client portfolios with assigned Relationship Managers.
Coordinate new-client onboarding with internal teams to ensure timely implementation and a smooth customer experience.
Develop processes and procedures to streamline sales support.
Partner with CX and Onboarding teams to improve client follow-up and onboarding processes and maintain consistent service through implementation.
Maintain knowledge of industry regulations and compliance standards, and participate in training on regulatory changes.
Back up Treasury Management Implementation Specialists during absences or peak periods to maintain implementation and service levels.
Research client needs and opportunities before meetings, prepare tailored proposals, and ensure sales activity is informed by accurate data.
Provide sales backup and participate in joint sales calls.
Support other teams and business functions as needed to maintain operational flexibility and responsiveness.
Guide and support team members, assess employee performance, provide feedback, set development goals, and deliver ongoing training and coaching.
Complete administrative tasks promptly, including required Bank Compliance Training.
Respond professionally and promptly to internal and external inquiries by email, phone, or messaging platforms.
Represent the Bank through ethical conduct and community involvement.
Support a respectful and inclusive workplace and demonstrate commitment to EEO policies.
Follow Bank policies, procedures, and applicable laws and regulations; protect confidentiality and data privacy; and carry out role-specific AML/CFT responsibilities.