Senior Treasury Management Solutions Specialist

Fremont-Bank; Livermore (CA); Hybrid; USD 56.000 - 63.000; Vollzeit

Benefits dieser Stelle

Health insurance

401(k) match

ESOP

On-site gym

Tuition reimbursement

Paid holidays

Zusammenfassung

Fremont Bank in Livermore, CA seeks a Sr. Treasury Management Solutions Specialist to drive deposit growth and revenue through consultative treasury solutions. You will prospect, design, implement, and manage relationships with branches and clients across markets.

In this hybrid role, you will split time between in-market field engagements and Livermore office days, working with Treasury Management Managers and Relationship Managers to achieve sales targets and ensure client success.

Qualifikationen

• 5+ years in financial services with a minimum of 3 years’ treasury management or equivalent.
• Bachelor's degree preferred; GED acceptable.
• Proven selling and negotiation skills; ability to articulate complex ideas and solutions.
• Ability to create strong working relationships with clients and prospects.
• Willingness to travel across assigned markets

Aufgaben

• Provide consultative treasury management solutions to clients.
• Develop and execute targeted business development and strategic account plans.
• Meet or exceed sales revenue and quarterly scorecard objectives.
• Maintain an accurate pipeline reflecting at least 90 days of projected business.
• Collaborate with Relationship Managers, Branch Managers and internal teams

Kenntnisse

Treasury management

Sales experience

Relationship building

Prospecting

Negotiation skills

CRM experience

Presentation skills

Ausbildung

Bachelor's degree in finance or related field

High school diploma or GED

Tools

CRM software

Excel

PowerPoint

Jobbeschreibung

Position Summary

The Sr. Treasury Management Solutions Specialist is a sales-driven role focused on acquiring, expanding, and retaining treasury management relationships to drive deposit growth, product adoption, and recurring fee income. Partnering with Treasury Management Manager, Relationship Managers, and Branch Managers, the Sr. Specialist delivers consultative, tailored treasury solutions by assessing client workflows and identifying efficiencies. The role owns the full sales lifecycle from prospecting and solution design to implementation and post-sale relationship management and consistently meets performance goals related to deposits, product penetration, and revenue growth, with a strong field presence across assigned markets.

Work Location & Schedule Expectations

Branch & Market Locations (3–4 days per week):

• In-market field engagement with branch partners and independently.
• Outbound prospecting, pipeline development, and follow-up activity.
• Joint client and prospect meetings with your Treasury Management Solutions Manager, Branch Managers and Relationship Managers.
• Treasury solution presentations, client needs assessments, and consultative sales discussions.

Livermore Operations (1–2 days per week):

• Internal partner collaboration
• Pipeline strategy, reporting, and administrative responsibilities.
• Training, implementation coordination, and internal meetings.

Why Fremont Bank?

Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships — with our clients, our associates, and our communities.

We offer:

• A people-first culture grounded in inclusion and excellence
• Deep community involvement and local reinvestment
• A mission-driven workplace where values and performance go hand in hand

The Fremont Bank Way

• Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service
• No-Compromise Approach — we help clients get to "yes"
• Core Values:
  • Go above and beyond for clients
  • Foster a supportive and empowering environment for associates
  • Deeply invest in the well-being of our local community

Key Responsibilities

Customer Experience

• Provide best-in-class service that aligns with or exceeds our client experience standards
• Effectively promote and expand client relationships utilizing the TMS Discovery tools
• Accurately obtain necessary information and required entity documentation to prepare intake requests
• Address and resolve client requests in a timely, consistent, and professional manner

Relationship & Building Development Building

• Responsible for supporting assigned branches and providing additional coverage for teammates as needed
• Drive profitable client relationship growth by executing targeted business development and strategic account plans, delivering consultative treasury management solutions in close partnership with Relationship Managers, Branch Managers, and internal teams
• Meet or exceed assigned sales revenue, proposal, referral, and quarterly scorecard objectives while contributing to Treasury Management Solutions and partner goals
• Manage and review performance metrics, results, and an accurate pipeline reflecting a minimum of 90 days of projected business, with management
• Actively conduct internal and external prospecting activities, including outbound calling, telemarketing, follow-up, cold calling, and participation in community-based networking and business development events
• Grow non-interest income and deposit interest income through effective solution placement and client expansion
• Maintain current knowledge of all Treasury Management products, services, sales strategies, and implementation of best practices
• Promptly identify and upscale potential fraud, losses, or risk‑related concerns in accordance with bank policies and procedures
• Support the refinement of treasury management sales processes, tools, and collateral to enhance efficiency, consistency, and client experience
• Assist with Treasury Management Solutions team training related to products, sales strategies, implementations, and emerging best practices

Operations

• Adhere to and effectively explain all bank policies, procedures, and applicable regulatory requirements as directed by management
• Ensure compliance with applicable State and Federal regulations and laws. Perform all operational duties with accuracy and attention to detail
• Actively prepare for and participate in TMS Huddles, department meetings and training workshops
• Stay informed of job-related issues, bank promotions, and changes in products, services, policies, procedures, as well as actively participate in industry‑related seminars and training classes
• Stay current on business‑related activities in other areas of the bank
• Maintain a flexible work schedule, including weekends
• Perform other additional duties as assigned

Qualifications & Skills

• 5 or more years of experience in financial services including a minimum of 3 years’ treasury management or equivalent
• High school diploma or GED required; college degree preferred
• Proven selling and negotiation skills; with an ability to articulate complex ideas and solutions
• Ability to create strong working relationships with clients, prospects through cold calling new outside business opportunities
• Prior experience working with Branch Managers and business partners to identify and develop treasury management solutions for clients and prospects or equivalent
• Strong listening, verbal and written communication, and presentation skills
• Strong time management, organizational, and planning skills
• Ability to interpret and analyze prospective clients’ business statements
• Ability to use various PC and internet‑based systems including but not limited to Client Relationship Management System (CRM), Word, PowerPoint, and Excel for the role
• Ability to travel to various locations throughout the assigned geographic territory
• Ability to work independently and have strong acumen for business and relationship development
• Ability to walk and stand for outside business development activities
• Professional appearance is required

What Makes Fremont Bank Associates Thrive?

• Team Players who go above and beyond to support their colleagues
• Action-Oriented professionals who challenge the status quo and seek improvement
• Purpose-Driven individuals who understand and champion the bank’s community impact

Benefits Snapshot

Health & Wellness

• Medical, dental, and vision insurance
• Flexible Spending Accounts (FSA, Dependent Care, Health Savings)

Financial & Retirement

• Employee Stock Ownership Plan (ESOP)
• 401(k) with employer match
• Performance‑based bonuses or incentives

Work-Life & Perks

• Paid holidays, vacation, and sick time
• Free personal checking and savings accounts
• Home loan rate discounts
• Tuition reimbursement and professional development resources
• On‑site gym and discounted health club memberships
• Employee Assistance Program (EAP)

Equal Opportunity Employer

Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification.

Salary Range

The hiringsalaryrange isbased on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank’s compensation philosophy.

Salary Range

USD $40.85 - USD $46.90 /Hr.

Employee Stock Ownership Plan (ESOP)

The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank.

Note to Search Firms:

Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.