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Treasury Management Relationship Manager
1 month ago
FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs.
2024 - American Banker - #1 Top Performing Publicly Traded Bank with under $2b in assets
2023 - American Banker - "Top 5" Community Bank in the Country #4
2023 - 5-star Rating Bauer Financial
Company ownership through our Employee Stock Ownership Program (ESOP)
Opportunities to Participate in Community Networking Events
o Medical/Dental/Vision
o 401(k) Retirement Plan
o Training & Development
o Tuition Reimbursement
o Employee Assistance Program
Treasury Relationship Manager
is responsible for developing new and existing deposit relationships for the Central Valley market of small to medium-sized businesses and business professionals.
In addition, this person is responsible for attaining established individual, department, and Bank goals through active participation in sales management and other bank programs.
This position will provide a superior level of customer relations and service, ensuring compliance with Bank policies and procedures.
Drives Depository and Treasury Management growth opportunities by building and maintaining a portfolio of small to medium-sized businesses, utilizing a consultative approach to selling Treasury Management products.
Demonstrates depth of product knowledge across Treasury Management systems and platforms.
Maintains strong knowledge of risk management and regulatory compliance.
Reinforces the application of superior customer service by example along with appropriate follow through with involved customers and staff.
Engages in business development activities and solicitation of new business prospects in the Central valley participation in community affairs, business and service organizations, including public speaking; actively involved in instilling and maintaining a positive sales environment through education of the Bank's products and services; meet with customers to discuss needs and outline appropriate Bank services and to resolve problems as necessary; staff, materials, etc.) and reviewing marketing strategies in relation to department and Bank goals and recommending suitable marketing approaches.
Cross selling other Bank products and services, referring customers to appropriate staff as indicated.
Assists in the assurance of audit compliance and procedure quality control for the department and recommend and initiates corrective actions.
Contributes to the overall profitability of the Bank; assists in the implementation of cost controls, income generation, and department marketing efforts.
participate in various internal committees assigned by senior management.
Ensures implementation and compliance to meet security precautions and protect customer deposits, bank assets and staff.
Participates in the day-to-day operations for the department as directed, review and act on daily reports.
Maintains an advanced knowledge of financial industry status and trends.
Responds to inquiries or refers inquiries to the appropriate department or person and exhibits the necessary follow-through with customers and/or staff involved.
Provides supervision and support to all areas of the department where service or assistance is needed.
Assists in implementing cost controls for the department and monitoring expenses to ensure compliance with budget.
Consistently apply superior decision-making techniques pertaining to inquiries, approvals, and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using these instances as learning tools for employee development.
Assumes responsibility for special projects; gather data and prepare reports for Senior Management, audit, and other personnel.
Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority.
Answer questions and directs callers to proper Bank personnel.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Demonstrates knowledge of and adherence to EEO policy; educates others on the value of diversity; Assures compliance with all Bank policies, procedures and processes, and all applicable state and federal banking laws, rules, and regulations, and adheres to Bank Secrecy Act (BSA) responsibilities that are specific to the position.
Follows policies and procedures; complete administrative tasks correctly and on time, including mandatory Bank Compliance Training; supports the Bank's goals and values; benefits the bank through outside activities.
Bachelor's degree from an accredited college or university highly preferred.
Minimum 5 years of related experience and/or training; Work-related experience must consist of business development or sales experience, preferably within the financial services industry.
Intermediate experience, knowledge and training in financial statement and tax return analysis typically resulting from a combination of education in accounting, financial and/or credit analysis or related areas.
Intermediate knowledge of related state and federal banking compliance regulations, Bank policies and procedures, and the Bank's products and services.
Intermediate experience, knowledge and training in bank operations activities and terminology.
Demonstrated ability to cross-sell and explain all Bank products and services with confidence and authority.
Intermediate banking product knowledge.
Excellent organizational and time management skills, with the ability to provide leadership, supervision and training of employees using positive supervisory techniques to ensure maximum productivity; Basic skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet, and specialty software programs.
Basic typing skills to meet production needs of the position.
balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals; Thorough understanding of management procedures; ability to plan department or Bank activities (setting objectives, developing strategies, budgeting, and developing policies and procedures); initiative to organize various functions necessary to accomplish department or Bank activities; effectively staff (selecting, training and developing employees); controlling the function (developing performance standards, measuring results, taking corrective action and rewarding employees as appropriate).
Ability to work with minimal or no supervision while performing duties.
