Senior Treasury Management Solutions Specialist

The Sr. Treasury Management Solutions Specialist is a sales-driven role focused on acquiring, expanding, and retaining treasury management relationships to drive deposit growth, product adoption, and recurring fee income. Partnering with Treasury Management Manager, Relationship Managers, and Branch Managers, the Sr. Specialist delivers consultative, tailored treasury solutions by assessing client workflows and identifying efficiencies. The role owns the full sales lifecycle from prospecting and solution design to implementation and post-sale relationship management and consistently meets performance goals related to deposits, product penetration, and revenue growth, with a strong field presence across assigned markets.

Work Location & Schedule Expectations

Branch & Market Locations (3–4 days per week):

• In-market field engagement with branch partners and independently.
• Outbound prospecting, pipeline development, and follow-up activity.
• Joint client and prospect meetings with your Treasury Management Solutions Manager, Branch Managers and Relationship Managers.
• Treasury solution presentations, client needs assessments, and consultative sales discussions.

Livermore Operations (1–2 days per week):

• Internal partner collaboration
• Pipeline strategy, reporting, and administrative responsibilities.
• Training, implementation coordination, and internal meetings.

Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships — with our clients, our associates, and our communities.

We offer:

• A people-first culture grounded in inclusion and excellence
• Deep community involvement and local reinvestment
• A mission-driven workplace where values and performance go hand in hand

• Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service
• No-Compromise Approach — we help clients get to "yes"
• Core Values:
  • Go above and beyond for clients
  • Foster a supportive and empowering environment for associates
  • Deeply invest in the well-being of our local community

Customer Experience

• Provide best-in-class service that aligns with or exceeds our client experience standards
• Effectively promote and expand client relationships utilizing the TMS Discovery tools
• Accurately obtain necessary information and required entity documentation to prepare intake requests
• Address and resolve client requests in a timely, consistent, and professional manner

Relationship & Building Development Building

• Responsible for supporting assigned branches and providing additional coverage for teammates as needed
• Drive profitable client relationship growth by executing targeted business development and strategic account plans, delivering consultative treasury management solutions in close partnership with Relationship Managers, Branch Managers, and internal teams
• Meet or exceed assigned sales revenue, proposal, referral, and quarterly scorecard objectives while contributing to Treasury Management Solutions and partner goals
• Manage and review performance metrics, results, and an accurate pipeline reflecting a minimum of 90 days of projected business, with management
• Actively conduct internal and external prospecting activities, including outbound calling, telemarketing, follow-up, cold calling, and participation in community-based networking and business development events
• Grow non-interest income and deposit interest income through effective solution placement and client expansion
• Maintain current knowledge of all Treasury Management products, services, sales strategies, and implementation of best…