Treasury Relationship Manager II

This is a fully remote position, open to applicants in California.

📋 Description

• Generate new leads through outbound calls, emails, networking, and face-to-face meetings.

• Establish and nurture relationships with prospective and existing clients from small to mid-sized businesses.

• Utilize CRM systems to monitor interactions, update customer records, and manage pipeline activities.

• Oversee a portfolio of business clients, aiming to increase deposits and utilization of treasury management products.

• Evaluate client needs and propose advanced Treasury Management solutions, such as payments, digital banking, and cash management services.

• Offer expert advice on Treasury Management products, systems, platforms, and industry best practices.

• Observe client activities to identify opportunities for cross-selling non-lending products.

• Refer any credit or lending requirements to Commercial Relationship Managers.

• Propel business development through networking, community events, and established client relationships.

• Provide exceptional customer service and address issues promptly.

• Ensure that Treasury Management solutions and operational procedures adhere to Bank policies and regulatory standards.

• Mentor and guide junior Treasury Relationship Manager staff.

• Work collaboratively with operations, product specialists, and other departments to enhance service delivery and client satisfaction.

• Represent the Bank at various business and community events.

• Complete administrative responsibilities and mandatory Bank Compliance Training.

• Address internal and external inquiries via email, phone, or messaging platforms.

• Uphold TRAC Values and Critical Behaviors.

• Maintain confidentiality and data privacy while fulfilling AML/CFT responsibilities.

• Perform duties in an office or home office setting.

• Travel up to 75%, including visits to client locations, sales presentations, conferences, corporate events, and training sessions.

⛳️ Requirements

• Must reside in Northern California, specifically established in the East Bay market.

• A Bachelor’s degree from an accredited institution is required; a relevant field (e.g., Business, Finance, or related) is preferred.

• A minimum of 5–7 years of experience in commercial banking, business development, or sales is required.

• Proficiency in Microsoft Office Suite (Excel, Word, Outlook) is essential.

• Proven ability to cross-sell and confidently explain all products and services.

• Knowledge of commercial banking products and services is essential.

• Strong understanding of federal compliance regulations is required.

• Ability to take initiative and implement change through consensus building, negotiation, and conflict resolution.

• Excellent oral, written, and interpersonal communication skills.

• Strong organizational and time management skills, with attention to detail.

• Strong teamwork and relationship-building abilities.

• Willingness to undertake special projects and other assigned tasks.

• Commitment to ongoing learning and professional development.

• Ability to maintain authenticity and integrity in professional interactions.

• Capability to manage multiple priorities and meet deadlines.

• Ability to work independently with minimal supervision as well as part of a team.

• Demonstrated ability to adapt to changing priorities and procedures.

• A current driver’s license and a vehicle with appropriate insurance coverage, if required to drive while performing assigned responsibilities.

🏝️ Benefits

• Employee ownership through our ESOP program.

• Medical, dental, and vision insurance coverage.

• Life insurance benefits.

• Paid vacation time.

• 401(k) retirement savings plan.

• Opportunities for training and development.

• Tuition reimbursement available.

• Employee Assistance Program.

• Internal job postings and referral program.

• A collaborative and close-knit company culture.

• Opportunities to engage in community and networking events.