Treasury Relationship Associate III
Listed on 2026-10-14
-
Sales
Client Relationship Management, Financial Sales
Since opening our doors in 2005, FFB Bank has focused on one mission: to help businesses, professionals, and successful individuals reach their goals through personalized service and flexible financial solutions. As one of the top-performing community banks in the nation, FFB offers a full range of banking services, including business and personal accounts, specialized lending, and modern payments solutions.
What It’s Like to Work HereWe believe our people are our greatest asset. That’s why we foster a supportive, collaborative workplace where employees are empowered to grow, contribute ideas, and make a real impact.
Highlights include:- Employee ownership through our ESOP program
- A collaborative, close-knit culture
- Opportunities to participate in community and networking events
- Medical, dental, and vision coverage
- Life insurance
- Paid vacation
- 401(k) retirement plan
- Training & development opportunities
- Tuition reimbursement
- Employee Assistance Program
- Internal job postings and referral program
At FFB, we live by our core values:
Teamwork, Relationship, Authenticity, and Commitment (TRAC).
Our team members bring these values to life by collaborating with colleagues, building trust with clients, communicating openly, and taking pride in doing amazing work every day!
About the RoleThe Treasury Relationship Associate III plays a critical role in supporting business development and client relationship management for Depository and Treasury Management Relationship Managers, collaborating with sales officers, branch personnel, and internal teams to drive cross-sell opportunities, manage client portfolios, and ensure smooth customer transitions. In addition to contributing to revenue and deposit generation, the Associate takes on a leadership role, mentoring and training junior team members, sharing knowledge, and fostering a culture of continuous improvement.
By combining strategic insights with strong mentorship, the Associate helps elevate team performance, ensuring exceptional customer experience while driving both individual and organizational success.
- Assists in identifying and pursuing new business opportunities by supporting Relationship Managers in prospecting, preparing proposals, and facilitating initial client meetings. Contributes to the overall growth of the business by ensuring a seamless transition from prospect to client. Manage support of existing client portfolios with assigned Relationship Managers.
- Coordinates all aspects of new client onboarding, working with internal teams to ensure smooth and timely implementation. Manages the client experience during the transition to ensure high satisfaction and quick, efficient service setup. Develop processes and procedures to streamline sales support.
- Partners with CX and Onboarding teams to create seamless processes for client follow-up and onboarding. Ensures that clients receive consistent, high-quality service throughout their transition from sales to full implementation.
- Maintains up-to-date knowledge of industry regulations and compliance standards to ensure all activities comply with legal and organizational requirements. Participates in ongoing training to stay informed on regulatory changes and ensure adherence. Backup to TM Implementation Specialists.
- conducts research before client meetings to understand needs and identify opportunities, preparing tailored proposals. Ensure the sales process is informed by accurate data, positioning the company as a trusted partner. Provides sales backup and conduct joint sales calls.
- Takes on additional tasks as needed, supporting various teams and business functions. Ensure operational flexibility and responsiveness to meet evolving business needs and client requirements. Guide and support team to achieve their best performance while fostering a positive work environment.
- Acts as a backup to TM Implementation Specialists during absences or peak periods, ensuring that client implementations continue smoothly. Provides support across various tasks to maintain service levels and client satisfaction.
- Regularly assess employee performance, provide feedback, and set development goals to ensure continuous improvement.
- Provide ongoing training, coaching, and development opportunities to help employees grow in their roles and enhance their skills.
- Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).