Treasury Relationship Manager

  • Fresno First Bank
  • Los Angeles, CA
  • time-alarm-solid 03-07-2024

Job Description

We are looking for a motivated Treasury Relationship Manager to join our team at Fresno First Bank. As the Treasury Relationship Manager, you will play a key role in developing new deposit relationships for small to medium-sized businesses and business professionals in Southern California. Your responsibilities will include driving Depository and Treasury Management growth, maintaining strong knowledge of risk management, and ensuring outstanding customer service.

Responsibilities

  • Develop and maintain a portfolio of small to medium-sized businesses through a consultative sales approach.
  • Demonstrate expertise in Treasury Management systems and platforms.
  • Ensure compliance with risk management and regulatory requirements.
  • Provide superior customer service and support to customers and staff.
  • Participate in business development activities and solicit new business prospects.
  • Cross-sell bank products and services to customers as needed.
  • Contribute to the overall profitability of the bank and participate in cost control initiatives.
  • Maintain advanced knowledge of the financial industry trends and status.
  • Supervise and support departmental activities as required.

Requirements

  • Reside in Southern California with an established market presence.
  • Bachelor's degree preferred.
  • Minimum of 7 years of business development or sales experience in the financial services industry.
  • Knowledge of financial statement and tax return analysis.
  • Understanding of banking compliance regulations and operations.
  • Proven ability to develop marketing and business development skills.
  • Excellent organizational and time management skills.
  • Proficiency in computer operations and relevant software programs.
  • Strong verbal and written communication skills.
  • Ability to work independently and travel within Southern California.

Compensation

Yearly Salary: $125,000 - $175,000