Treasury Relationship ManagerFresno First Bank • Cerritos, CA, United States
No longer accepting applications
Treasury Relationship Manager
Fresno First Bank • Cerritos, CA, United States
2 days ago
Job type
- Full-time
Job descriptionCompany 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 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. Generates new leads through outbound calls, emails, networking, and in-person meetings. Builds and maintains strong relationships with prospective and existing clients to drive long-term business. Uses CRM systems to track interactions, update customer records, and manage pipeline activity. 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 Southern California; participates in community affairs, business and service organizations, including public speaking; and actively promotes a positive sales environment through education on the Bank's products and services. Meets with customers to assess needs, recommend appropriate Bank services, and resolve issues; monitors significant changes in existing customer status; assists in organizing departmental resources for optimal performance; and reviews marketing strategies in alignment with departmental and Bank goals, recommending adjustments as needed. 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 to the Business Development Manager. Contributes to the overall profitability of the Bank; assists in the implementation of cost controls, income generation, and department marketing efforts. Assists other officers in resolving inquiries and providing support; 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. Solves and answers complex customer transactions, problems, or inquiries. 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. Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily interactions and decision-making. Completes administrative tasks with a sense of urgency, including required Bank Compliance Training. Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional 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 kind, and supporting a diverse workforce. Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data privacy while carrying out AML / CFT (Anti-Money Laundering and Countering the Financing of Terrorism) responsibilities specific to the role. Performs duties in an office or home office environment, involving tasks such as writing, typing, speaking, lifting moderate weights, and operating office equipment. The position requires physical activities like sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions. Travels up to 75% including but not limited to frequent trips to client locations, sales presentations, industry conferences, corporate events, and training sessions. Travel may include long-distance flights, overnight stays, and local transportation. Must reside in Southern California and established in the market. Bachelor's degree from an accredited college or university required; relevant field preferred (e.g., Business, Finance, or related). Minimum 6-10 years of experience in commercial banking, with at least 3-5 years in a business development or sales role required. Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required. Demonstrated ability to cross-sell and explain all products and services with confidence and authority. Knowledge of commercial banking products and services as well as strong understanding of federal compliance regulations required. Ability to take initiative and effect change within the Bank through consensus building, negotiation, and conflict resolution. Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to 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. Ability to take initiative and impact change within the Bank through consensus building and conflict resolution. Willingness to take on special projects and perform other duties as assigned, beyond core responsibilities, to support team and organizational needs. Commitment to continuous learning and professional development to stay current with industry standards and best practices. Ability to maintain authenticity and integrity in all professional interactions, ensuring trust and credibility with stakeholders. Capable of managing multiple priorities and meeting deadlines in a dynamic environment. Ability to work independently with minimal supervision and as part of a team. Proven 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.
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 & 2025 - 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 - OTCQX - Best 50 Companies #3
- 2023 - 5-star Rating Bauer Financial
What You Should Expect While Working at FFB :
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 :
About the Position :
The Treasury Relationship Manager is responsible for developing new and existing deposit relationships for the Southern California 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.
Essential Duties :
Requirements :
Compensation details : 125000-175000 Yearly Salary
PI47eedd124548-29400-38701639
Create a job alert for this search
Manager Manager • Cerritos, CA, United States
Related jobs
At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.As a Financial Sal...Show more
This position is for individuals who want to develop a side income stream while still working full time.You will test different small-scale remote opportunities, learn what works, and grow what pro...Show more
At Optavise, leadership is about creating opportunities for yourself and the people you develop.As a District Manager, you’ll have the freedom to grow your business, mentor new agents, and cr...Show more At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.As a Financial Sal...Show more 
Our team is driven by client-centered values, collaborative culture, and a commitment to professional growth.This Jobot Job is hosted by : William Zaranka.
Are you a fit? Easy Apply now by clicking t...Show more
Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...Show more
University of California, Irvine, and the only academic health system based in Orange County.UCI Health is comprised of its main campus,.
UCI Health Community Network in Orange and Los Angeles count...Show more
We are currently seeking a Relationship Manager in our Commercial Real Estate group.This individual will be responsible for all phases of relationship management and business development.They will ...Show more
Payroll Specialist who will be responsible time keeping records of employees’ hours worked as well as any deductions or withholdings required to comply with state and federal laws in all of our mar...Show more)
The Finance Transformation AI Lead drives strategic AI adoption for all finance teams, showcasing advanced AI capabilities in the context of Disney’s unique systems, data, and processes.This role s...Show more
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show more
Position Type : Regular Your opportunity Your Opportunity : Investor Advice Solutions consists of Schwab Wealth Advisory (SWA), and SWA Centralized Service & Operations.
Schwab Wealth Advisory is a pr...Show more
Remote Options Trader at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a globa...Show more Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...Show more Remote Options Trader at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a globa...Show more We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...Show more 
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 h...Show more Payroll Specialist who will be responsible time keeping records of employees’ hours worked as well as any deductions or withholdings required to comply with state and federal laws in all of our mar...Show more
Branch Manager (Business Development Focus)
First Citizens Bank • Duarte, CA, US
Full-time
Last updated: 27 days ago • Promoted
Remote Side Hustle Developer
Finance Buzz • Altadena, California, US
Remote
Full-time +1
Last updated: 30+ days ago • Promoted
District Manager - Life / Health Licensed | Build Leaders. Grow Your Business. Create Financial Freedom.
InsuranceJobs.com • Los Angeles (County), California, United States
Full-time
Last updated: 20 days ago • Promoted
Branch Manager (Business Development Focused)
First Citizens Bank • Glendora, CA, US
Full-time
Last updated: 9 days ago • Promoted
Intake Attorney
Jobot • Altadena, CA, US
Full-time
Last updated: 30+ days ago • Promoted
Remote Equity / Option Trader
Maverick Currencies • Anaheim, CA
Remote
Full-time +1
Last updated: 30+ days ago • Promoted
Ambulatory Finance Business Partner - Physician Enterprise Finance - FT Days HYBRID
University of California - Irvine Health • Orange, CA, United States
Full-time
Last updated: 30+ days ago • Promoted
Relationship Manager
East West Bancorp • Pasadena, CA, US
Full-time
Last updated: 30+ days ago • Promoted
Payroll Specialist
Vaco by Highspring • Altadena, California, United States
Full-time
Last updated: 30+ days ago • Promoted
Senior Manager, Finance Transformation AI Lead
The Walt Disney Company (Corporate) • El Monte, California, USA
Full-time
Last updated: 7 days ago • Promoted
Relationship Banker I
Cathay Bank - Headquarters • Monterey Park, CA, United States
Full-time
Last updated: 30+ days ago • Promoted
Schwab Wealth Advisory, Regional Leader
Charles Schwab • Newport Beach, CA, US
Full-time
Last updated: 1 day ago • Promoted
Remote Options Trader
Maverick Trading • Anaheim, CA, USA
Remote
Full-time
Last updated: 30+ days ago • Promoted
Remote Forex Trader
Maverick Currencies • Anaheim, CA
Remote
Full-time +1
Last updated: 27 days ago • Promoted
Remote Equity / Option Trader
Maverick Trading • Anaheim, CA, USA
Remote
Full-time
Last updated: 30+ days ago • Promoted
Side Hustle Project Lead
Finance Buzz • Altadena, California, US
Full-time +1
Last updated: 30+ days ago • Promoted
Treasury Relationship Manager
Fresno First Bank • Cerritos, California, United States, 90703
Full-time
Last updated: 27 days ago
Payroll Specialist (Contract)
Vaco by Highspring • Altadena, California, United States
Full-time
Last updated: 30+ days ago • Promoted