Treasury Relationship Manager II

Treasury Relationship Manager II

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.

We 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.

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!

The Treasury Relationship Manager II (TRM II) is an experienced banker responsible for managing and growing complex deposit and treasury relationships with small to medium-sized businesses in the Central Valley [Northern/Southern California] market. This role leads business development efforts, manages higher-value portfolios, mentors junior staff, and ensures exceptional service and compliance. The TRM II contributes to strategic sales goals and collaborates across departments to deliver tailored treasury solutions.

Essential duties include:

• Generating new leads through outbound calls, emails, networking, and in-person meetings.
• Building and maintaining strong relationships with prospective and existing clients to drive long-term business.
• Using CRM systems to track interactions, update customer records, and manage pipeline activity.
• Managing a portfolio of small to mid-sized business clients, identifying opportunities to grow deposits and TM product usage.
• Engaging clients in consultative discussions to assess needs and recommend complex Treasury Management solutions, including payments, digital banking, and cash management services.
• Maintaining advanced knowledge of TM products, systems, platforms, and industry best practices to provide expert guidance to clients.
• Monitoring client activity and identifying opportunities for cross-selling non-lending products while referring any credit or lending needs to Commercial Relationship Managers.
• Driving business development initiatives by networking, attending community events, and leveraging existing client relationships to generate new deposit and TM opportunities.
• Delivering superior customer service, ensuring timely issue resolution and effective follow-through on client requests.
• Supporting compliance and risk management by ensuring TM solutions and operational processes follow Bank policies and regulatory requirements.
• Providing guidance and mentoring to junior TRM staff, helping them navigate products, processes, and client engagement strategies.
• Collaborating with internal partners, including operations, product specialists, and other departments, to optimize service delivery and client satisfaction.
• Representing the Bank in business and community events, building the Bank's visibility and strengthening client and referral relationships.
• Embodying the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily interactions and decision-making.
• Completing administrative tasks with a sense of urgency, including required Bank Compliance Training. Responding to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner. Positively representing the Bank through ethical conduct and community involvement.
• Demonstrating an understanding of and commitment to EEO policies. Fostering a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any kind, and supporting a diverse workforce.
• Ensuring 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…