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Treasury Relationship Manager II

Job in San Ramon, Contra Costa County, California, 94583, USA
Listing for: FFB Bank
Full Time position
Listed on 2026-08-08
Job specializations:
  • Finance & Banking
    Financial Sales, Banking & Finance
  • Sales
    Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 120000 - 180000 USD Yearly USD 120000.00 180000.00 YEAR
Job Description & How to Apply Below

Description

About FFB

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 Here

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.

Highlights include:
  • Employee ownership through our ESOP program
  • A collaborative, close-knit culture
  • Opportunities to participate in community and networking events
Benefits:
  • 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
Our Values

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 Role

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:
  • 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.
  • Manages a portfolio of small to mid-sized business clients, identifying opportunities to grow deposits and TM product usage.
  • Engages clients in consultative discussions to assess needs and recommend complex Treasury Management solutions, including payments, digital banking, and cash management services.
  • Maintains advanced knowledge of TM products, systems, platforms, and industry best practices to provide expert guidance to clients
  • Monitors client activity and identifies opportunities for cross-selling non-lending products while referring any credit or lending needs to Commercial Relationship Managers.
  • Drives business development initiatives by networking, attending community events, and leveraging existing client relationships to generate new deposit and TM opportunities.
  • Delivers superior customer service, ensuring timely issue resolution and effective follow-through on client requests.
  • Supports compliance and risk management by ensuring TM solutions and operational processes follow Bank policies and regulatory requirements.
  • Provides guidance and mentoring to junior TRM staff, helping them navigate products, processes, and client engagement strategies.
  • Collaborates with internal partners, including operations, product specialists, and other departments, to optimize service delivery and client satisfaction.
  • Represents the Bank in business and community events, building the Bank’s visibility and strengthening client and referral relationships.
  • 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…
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