Treasury Relationship Manager II

FFB Bank•San Ramon, CA

1d•$120,000 - $180,000

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. It contributes to strategic sales goals and collaborates across departments to deliver tailored treasury solutions. The position involves working in an office or home office environment and traveling up to 75%, including frequent trips to client locations, sales presentations, industry conferences, corporate events, and training sessions. Travel may involve long-distance flights, overnight stays, and local transportation.

Requirements

Must reside in Northern California and be established in the Easy Bay market.
Bachelor's degree from an accredited college or university; 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 explain products and services confidently and authoritatively.
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.
Strong teamwork and relationship skills to lead collaboration, foster alignment, and drive results across teams.
Willingness to take on special projects and other assigned duties 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 professional interactions and build trust and credibility.
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.
Proven ability to adapt to changing priorities and procedures.
Current driver's license and a vehicle with appropriate insurance coverage if required to drive for assigned duties.

Nice To Haves

A relevant bachelor's degree field, such as Business, Finance, or a related discipline.

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 and identify 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 guide clients.
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 promptly, and follow through on client requests.
Support compliance and risk management by ensuring treasury 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 departments to optimize service delivery and client satisfaction.
Represent the Bank at business and community events to build visibility and strengthen client and referral relationships.
Apply the Bank's TRAC values—Teamwork, Relationship, Authenticity, and Commitment—to daily interactions and decisions.
Complete administrative tasks promptly, including required Bank Compliance Training, and respond professionally and promptly to internal and external inquiries.
Represent the Bank through ethical conduct and community involvement.
Support EEO policies and foster a respectful, inclusive workplace that values cultural differences and prevents harassment.
Follow Bank policies, procedures, applicable laws and regulations, and confidentiality and data privacy requirements; carry out role-specific AML/CFT responsibilities.
Travel up to 75% for client visits, sales presentations, conferences, corporate events, and training.