Treasury Relationship Lead — Client Growth & Onboarding

FFB; Fresno (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

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

Job summary

FFB Bank is seeking a Treasury Relationship Associate III to support business development and client relations for Depository and Treasury Management teams. You will collaborate with sales officers, branches, and internal teams to drive cross-sell opportunities and manage client portfolios.

The role includes mentoring junior staff, leading process improvements, and ensuring smooth client transitions while aligning with TRAC values. Travel up to 10% is required.

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• 6–10 years in treasury management support or operations.
• Proficient analytical and problem-solving skills.
• Strong communication and interpersonal skills.
• Proficient with Microsoft Office Suite.

Responsibilities

• Support Relationship Managers in prospecting and onboarding.
• Coordinate new client onboarding with internal teams.
• Develop processes to streamline sales support.
• Provide ongoing training and mentorship to colleagues.
• Ensure regulatory compliance and data security.
• Maintain client portfolios and assist in cross-sell opportunities.
• Travel up to 10% for meetings and events.

Skills

Teamwork

Relationship skills

Communication

Problem solving

Time management

Organizational skills

Initiative

Adaptability

Leadership

Education

Bachelor’s degree in Business/Finance

Tools

Microsoft Office

Job description

FFB Bank is seeking a Treasury Relationship Associate III to support business development and client relations for Depository and Treasury Management teams. You will collaborate with sales officers, branches, and internal teams to drive cross-sell opportunities and manage client portfolios.

The role includes mentoring junior staff, leading process improvements, and ensuring smooth client transitions while aligning with TRAC values. Travel up to 10% is required.