Treasury Relationship Manager I-III

FFB Bank•Los Angeles, CA

1d•$120,000 - $180,000

About The Position

The Treasury Relationship Manager (TRM) develops, manages, and expands commercial banking relationships in designated markets. The role sources new business, delivers tailored treasury and deposit solutions, and deepens existing client relationships to meet individual and departmental sales goals. The TRM identifies client needs, structures and negotiates solutions, and supports client satisfaction, market development, cross-selling, and the Bank’s presence in the business community. Responsibilities vary by experience and level, ranging from supporting and expanding treasury relationships to managing complex, high-value portfolios and advising sophisticated treasury clients. The role contributes to revenue growth, client retention, and the Bank’s treasury management strategy. In addition to base compensation, the role is eligible to earn performance-based incentives through multiple incentive plans. The position is performed in an office or home-office environment and involves writing, typing, speaking, lifting moderate weights, and operating office equipment, as well as sitting, walking, and reaching. Reasonable accommodation may be made for individuals with disabilities to perform essential functions. Travel is up to 75%, including frequent client visits, sales presentations, conferences, corporate events, and training; travel may involve long-distance flights, overnight stays, and local transportation.

Requirements

Minimum 3–10 years of related experience in banking, business development, or a relevant industry.
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, 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.
Commitment to continuous learning and professional development.
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.

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 develop 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 to increase market share.
Present and explain bank products and services to clients.
Contribute to market development strategy and identify growth opportunities.
Mentor junior Relationship Managers by sharing best practices and sales strategies.
Identify emerging market trends and provide feedback to leadership to inform product development and strategy.
Prospect, source, structure, propose, negotiate, and close deals aligned with the Bank’s products.
Prepare and deliver proposal presentations and RFP responses addressing client needs.
Achieve or exceed goals for volume, margin, fees, and cross-selling.
Build and nurture Centers of Influence (COI) networks to maximize revenue.
Maintain accurate records of sales and prospecting activity using Bank-provided tools.
Demonstrate the TRAC values—Teamwork, Relationship, Authenticity, and Commitment—in daily interactions and decision-making.
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 an inclusive workplace, value cultural differences, prevent harassment, and contribute to a diverse workforce.
Follow Bank policies and procedures and applicable laws and regulations; maintain confidentiality and data privacy and fulfill role-specific AML/CFT responsibilities.
Travel up to 75% for client visits, presentations, conferences, corporate events, and training.
Take on special projects and other duties as assigned.