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FFB Bank · 10 hours ago

Treasury Relationship Manager

Cerritos, CA

Full-time

Hybrid

Mid, Senior Level

$125K/yr - $175K/yr

6+ years exp

FFB Bank is a dynamic single-branch bank based in Fresno, CA, dedicated to redefining the banking experience. The Treasury Relationship Manager will develop new and existing deposit relationships for small to medium-sized businesses in the Southern California market, ensuring compliance with bank policies while providing superior customer service.

BankingFinanceFinancial Services

Responsibilities

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

Qualification

Commercial banking experienceBusiness development skillsCompliance regulationsMicrosoft Office SuiteCross-selling abilitiesCommitment to learningEffective communication skillsOrganizational skillsTeamwork skillsInitiativeAdaptability

Required

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