Treasury Relationship Manager I-III

FFB Bank•Los Angeles, CA

22h

About The Position

The Treasury Relationship Manager I-III develops, manages, and expands commercial banking relationships within designated markets. The role sources new business, delivers tailored treasury and deposit solutions, and deepens existing client relationships to achieve individual and departmental sales goals. It identifies client needs, structures and negotiates solutions, and supports client satisfaction, market development, cross-selling, and the Bank’s presence in the business community. Depending on experience and level, the role may support and expand treasury relationships, manage more complex and higher-value portfolios, or serve as a strategic advisor to sophisticated treasury clients. Across all levels, it contributes to revenue growth, client retention, and the Bank’s treasury management strategy. The role also offers the opportunity to earn performance-based incentives through multiple incentive plans, in addition to base compensation. The position involves work in an office or home-office environment and travel of up to 75%, including trips to client locations, sales presentations, industry conferences, corporate events, and training sessions. Travel may involve long-distance flights, overnight stays, and local transportation. Physical activities include sitting, walking, reaching, writing, typing, speaking, lifting moderate weights, and operating office equipment. Reasonable accommodation may be made for individuals with disabilities to perform essential functions.

Requirements

Bachelor’s degree from an accredited college or university preferred; Business, Finance, or a related field is an example.
3–10 years of related experience in banking, business development, or a relevant industry.
Proficiency with Microsoft Office Suite, including Excel, Word, and Outlook.
Ability to cross-sell and explain products and services confidently and authoritatively.
Knowledge of commercial banking products and services and 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.
Willingness to take on special projects and other assigned duties to support team and organizational needs.
Commitment to continuous learning and professional development.
Authenticity and integrity in professional interactions to maintain 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.
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, 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.
Apply knowledge of prequalification, pricing, and proposal strategies.
Close deals and maximize opportunities to increase market share.
Explain and position Bank products and services to clients.
Contribute to market development strategy and identify growth opportunities.
Mentor junior Relationship Managers and share sales practices and strategies.
Identify market trends and provide feedback to leadership on product development and strategy.
Prospect, source, structure, propose, negotiate, and close deals aligned with Bank products.
Create and deliver proposal presentations and RFP responses that address client needs.
Achieve or exceed goals for volume, margin, fees, and cross-selling.
Build and nurture Centers of Influence networks to maximize revenue.
Maintain accurate records of sales and prospecting activity using Bank-provided tools.
Apply the Bank’s TRAC values and Critical Behaviors in daily interactions and decisions.
Complete administrative work 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 EEO policies and foster a respectful, inclusive workplace.
Follow Bank policies and procedures and applicable laws and regulations; protect confidentiality and data privacy and fulfill role-specific AML/CFT responsibilities.
Travel to client locations, presentations, conferences, corporate events, and training sessions as needed.

Benefits

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
Employee ownership through an ESOP program
Opportunity to earn performance-based incentives through multiple incentive plans