Treasury Relationship Manager II

FFB Bank•San Ramon, CA

17h

About The Position

The Treasury Relationship Manager 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. The 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. The position involves frequent travel, up to 75%, to client locations, sales presentations, industry conferences, corporate events, and training sessions. Travel may include long-distance flights, overnight stays, and local transportation. Duties are performed in an office or home office environment and include writing, typing, speaking, lifting moderate weights, and operating office equipment. Physical activities include sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions.

Requirements

Must reside in Northern California and be established in the East Bay market.
Bachelor’s degree from an accredited college or university required; a relevant field such as Business or Finance is preferred.
Minimum 5–7 years of experience in commercial banking, business development, or a sales role.
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; ability to follow instructions, interpret documents, understand 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.
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.
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 other duties as assigned.

Nice To Haves

Relevant bachelor’s degree field, such as Business, Finance, or a related field.

Responsibilities

Generate new 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.
Manage a portfolio of small- to mid-sized business clients, identifying opportunities to grow deposits and treasury management product usage.
Assess client needs and recommend complex Treasury Management solutions, including payments, digital banking, and cash management services.
Maintain advanced knowledge of Treasury Management products, systems, platforms, and industry best practices to provide expert client guidance.
Monitor client activity, identify cross-selling opportunities for non-lending products, and refer credit or lending needs to Commercial Relationship Managers.
Drive business development through networking, community events, and existing client relationships.
Deliver superior customer service, resolve issues in a timely manner, and follow through on client requests.
Ensure Treasury Management solutions and operational processes follow Bank policies and regulatory requirements.
Guide and mentor junior Treasury Relationship Manager staff on products, processes, and client engagement strategies.
Collaborate with operations, product specialists, and other internal partners to optimize service delivery and client satisfaction.
Represent the Bank at business and community events to build visibility and strengthen client and referral relationships.
Embody the TRAC Values and Critical Behaviors in daily interactions and decision-making.
Complete administrative tasks promptly, including required Bank Compliance Training.
Respond professionally and promptly to internal and external inquiries through email, phone, or messaging platforms.
Represent the Bank ethically and participate in the community.
Support 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 laws and regulations; protect confidentiality and data privacy and fulfill role-specific AML/CFT responsibilities.
Take on special projects and other assigned duties to support team and organizational needs.