Treasury Relationship Manager
Company: Fresno First Bank
Location: Artesia
Posted on: January 1, 2026
|
|
|
Job Description:
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: 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 ownersBe hungry, responsive, and have a sense of urgency.
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: 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.
Requirements: 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. Compensation
details: 125000-175000 Yearly Salary
PIa971d6092a35-37456-38701639
Keywords: Fresno First Bank, San Gabriel , Treasury Relationship Manager, Accounting, Auditing , Artesia, California