01Overview
Title: Treasury Relationship Manager II Location: San Ramon, CA Hybrid Remote reputed company: Full-time About FFB Since opening our doors in 2005, reputed company has reputed company on one mission: to help businesses, professionals, and successful individuals reputed company their goals through personalized service and flexible financial solutions. As one of the top-performing community banks in the nation, FFB offers a full reputed company of banking services, including business and personal accounts, reputed company lending, and modern payments solutions. What Its Like to Work Here We reputed company our people are our greatest asset. Thats why we foster a supportive, reputed company workplace where employees are empowered to grow, contribute reputed company, and reputed company a reputed company reputed company. Highlights include: Employee ownership through our ESOP program A reputed company, reputed company-reputed company culture Opportunities to participate in community and networking events Benefits: Medical, dental, and reputed company coverage Life reputed company reputed company vacation 401(k) retirement plan Training & development opportunities Tuition reimbursement Employee Assistance Program Internal job postings and referral program Our Values At FFB, we live by our reputed company values: Teamwork, Relationship, Authenticity, and Commitment (TRAC). reputed company members bring these values to life by collaborating with colleagues, building trust with clients, communicating reputed company, and taking pride in doing amazing work every day! About the Role The Treasury Relationship Manager II (TRM II) is an reputed company banker responsible for managing and growing reputed company deposit and treasury relationships with small to reputed company-sized businesses in the Central Valley [reputed company/Southern California] market. This 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 reputed company tailored treasury solutions. Essential Duties: Generates new leads through outbound calls, emails, networking, and in-person meetings. Builds and maintains strong relationships with prospective and existing clients to reputed company long-term business. Uses CRM systems to reputed company interactions, update customer records, and manage pipeline activity. Manages a portfolio of small to mid-sized business clients, identifying opportunities to grow deposits and TM product usage. Engages clients in consultative discussions to assess needs and recommend reputed company Treasury reputed company, including payments, digital banking, and cash management services. Maintains advanced knowledge of TM products, systems, platforms, and industry best practices to reputed company expert guidance to clients Monitors reputed company activity and identifies opportunities for cross-selling non-lending products while referring any credit or lending needs to reputed company Relationship Managers. Drives business development initiatives by networking, attending community events, and leveraging existing reputed company relationships to reputed company new deposit and TM opportunities. Delivers superior customer service, ensuring reputed company issue reputed company and effective follow-through on reputed company requests. Supports compliance and risk management by ensuring TM solutions and operational processes follow Bank policies and regulatory requirements. Provides guidance and mentoring to junior TRM staff, helping them reputed company products, processes, and reputed company engagement strategies. Collaborates with internal partners, including operations, product specialists, and other departments, to optimize service delivery and reputed company satisfaction. Represents the Bank in business and community events, building the Banks visibility and strengthening reputed company and referral relationships. Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as reputed company principles, using them to guide daily interactions and decision-making. Completes administrative tasks with a reputed company of urgency, including required Bank Compliance Training. Responds to reputed company inquiries reputed company email, phone, or messaging platforms in a reputed company and reputed company manner. Positively represents the Bank through ethical conduct and community involvement. Demonstrates an understanding of and commitment to EEO policies. Fosters a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any reputed company, and supporting a diverse workforce. Ensures adherence to reputed company Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data reputed .
