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Treasury Relationship Associate

2 months ago

Fresno CA United States Fresno First Bank Full time

Description:

Who We Are:

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.


What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location.


If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family


Recent Achievements Speak Louder Than Words:

  • 2024 - American Banker - Top Performing Publicly Traded Bank with under $2b in assets
  • 2023 - American Banker - "Top 5" Community Bank in the Country
  • 2023 - OTCQX - Best 50 Companies
  • 2023 - 5-star Rating Bauer Financial

What You Should Expect While Working at FFB:

  • Company ownership through our Employee Stock Ownership Program (ESOP)
  • A friendly, close-Knit work culture that encourages growth
  • Opportunities to Participate in Community Networking Events
  • Benefits Package

o Medical/Dental/Vision

o Life Insurance

o Paid Vacation

o 401(k) Retirement Plan

o Training & Development

o Tuition Reimbursement

o Employee Assistance Program

o Internal Job Posting & Referral Program


Ideal Candidate:

FFB prides itself on its core values of Teamwork, Relationship, Authenticity, and Commitment (TRAC). We expect that our team members will reflect these values in the workplace in various ways:

  • Teamwork - We collaborate, hold each other accountable, and win together.
  • Relationship - We are trustworthy, transparent, and respectful.
  • Authentic - We are humble, vulnerable, and we speak up.
  • Commitment - We are owners Be hungry, responsive, and have a sense of urgency.

About the Position:

The Treasury Relationship Associate would support business development and client relationship management for Depository and Treasury Management Sales. Collaborate with sales officers, branch personnel, and internal partners to drive cross sell opportunities, manage existing client portfolios, and ensure smooth customer transitions. Contribute to revenue and deposit generation while maintaining a quality customer experience.


Essential Responsibilities:

  • Supports new business development.
  • Manages existing client portfolios with assigned Relationship Managers.
  • Oversees new client implementations.
  • Supports special projects.
  • Adheres to Regulatory and Compliance requirements and training.
  • Supports TM Implementation Specialists.
  • Provides pre-call research and develop proposals.
  • Provides sales backup and conduct joint sales calls.
  • Performs other duties as assigned.
  • Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
  • 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; completes administrative tasks correctly and on time, including mandatory Bank Compliance Training; supports the Bank's goals and values; benefits the bank through outside activities.
  • Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
Requirements:
  • Minimum 3 years in customer support, sales support, or business development in banking.
  • Understanding of treasury management products, banking operations, and regulations.
  • Strong project management and communication skills.
  • Ability to manage multiple priorities.
  • Strong customer service and problem-solving skills.
  • Compliance with federal, state, and local laws.
  • Ability to work independently and manage detailed work assignments.
  • Knowledge of customer service, sales, banking, and electronic payment processing.
  • Excellent communication and customer service skills.
  • Ability to meet deadlines and resolve issues.
  • Candidates in Fresno and surrounding community.


Compensation details: 25-30 Hourly Wage



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