Treasury Relationship Manager II

Overview

This role, Treasury Relationship Manager II (TRM II), is responsible for managing and growing complex deposit and treasury relationships with small to medium-sized businesses in the Northern California market. The position leads business development efforts, manages higher-value portfolios, mentors junior staff, and ensures exceptional client service and compliance. It also supports strategic sales goals and collaborates across departments to deliver tailored treasury solutions.

Responsibilities

• Generate new leads through outbound calls, emails, networking, and in-person meetings.
• Build and maintain relationships with prospective and existing clients to drive long-term business growth.
• Use CRM systems to track interactions, update customer records, and manage pipeline activity.
• Manage a portfolio of small to mid-sized business clients, identifying opportunities to grow deposits and TM product usage.
• Conduct consultative client discussions to assess needs and recommend complex Treasury Management solutions, including payments, digital banking, and cash management services.
• Maintain advanced knowledge of TM products, systems, platforms, and industry best practices to provide expert guidance.
• Monitor client activity and identify cross-selling opportunities for non-lending products while referring credit or lending needs to Commercial Relationship Managers.
• Drive business development through networking, attending community events, and leveraging existing client relationships to generate new deposit and TM opportunities.
• Deliver superior customer service, ensuring timely issue resolution and effective follow-through on client requests.
• Support compliance and risk management by ensuring TM solutions and operational processes follow applicable bank policies and regulatory requirements.
• Provide guidance and mentoring to junior TRM staff on products, processes, and client engagement strategies.
• Collaborate with internal partners (operations, product specialists, and other departments) to optimize service delivery and client satisfaction.
• Represent the organization in business and community events to strengthen visibility and referral relationships.
• Embody core values (Teamwork, Relationship, Authenticity, Commitment) in daily interactions and decision-making.
• Complete administrative tasks with urgency, including required compliance training; respond to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner.
• Demonstrate understanding of and commitment to EEO policies; support a respectful, inclusive workplace by valuing cultural differences and preventing harassment.
• Ensure confidentiality and data privacy while carrying out AML/CFT (Anti-Money Laundering and Countering the Financing of Terrorism) responsibilities specific to the role.
• Perform duties in an office or home office environment, including writing, typing, speaking, lifting moderate weights, and operating office equipment; engage in tasks such as sitting, walking, and reaching. Reasonable accommodations can be made for individuals with disabilities.
• Travel up to 75%, including trips to client locations, sales presentations, industry conferences, corporate events, and training sessions (including potential long-distance flights, overnight stays, and local transportation).

Requirements

• Must reside in Northern California and established in the Easy Bay market.
• Bachelor’s degree from an accredited college or university required; relevant field preferred (e.g., Business, Finance, or related).
• Minimum 5-7 years of experience in commercial banking, business development, or sales 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 and strong understanding of federal compliance regulations required.
• Ability to take initiative and effect change through consensus building, negotiation, and conflict resolution.
• Effective oral, written, and interpersonal communication skills, including 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.
• Willingness to take on special projects and perform other duties as assigned beyond core responsibilities.
• Commitment to continuous learning and professional development.
• Ability to maintain authenticity and integrity in professional interactions.
• Ability to manage multiple priorities and meet 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.

Preferred Qualifications

• None listed.

Compensation & Benefits

Benefits include:

• 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 program
• Employee ownership through an ESOP program

Location

Northern California, including the Easy Bay market. Travel up to 75% is required.