Director of Treasury Management

Job description

At Fresno First Bank, we truly believe that our people are our greatest asset - and we treat them as such. We offer exciting and interesting opportunities for dedicated, hard-working professionals. If you share our values and passion for providing clients with opportunities to achieve their aspirations and personal success.

Our Values:

Teamwork: We all pitch in to provide the high caliber service our customers deserve. We have to trust and rely on each other to execute our work with purpose and efficiency - however difficult the task might be. We are constantly thinking about the next step and the next opportunity.

Relationships: Building mutually beneficial relationships is crucial to the long-term success of our organization. By immersing ourselves in the business ventures we empower, we come to understand our customers as people with real human needs rather than just numbers.

Authentic: We say what we mean, and we mean what we say. Internally that means holding each other accountable and owning up to mistakes. It also means being straight forward with customers.

Commitment: Our pride of ownership is strong. Every day, we bring our best in order to support our customers and represent the bank.

Employment with Fresno First Bank will allow you to earn competitively, grow professionally and enjoy a collaborative and compassionate culture that rewards good ideas, good work, and initiative.

Director of Treasury Management is responsible for marketing and selling the Bank's Treasury Management suite of products to new and existing commercial customers; soliciting new core commercial deposits; acting as senior relationship manager for customers as well as monitoring market conditions and trends to keep their respective markets competitive. This position is responsible for the development of new Treasury Management business, the expansion of existing business relationships and the delivery of the Treasury Management services to new and existing customers. The Director of Treasury Management will lead a team of Relationship Managers and Cash Management Specialists in support of the Bank's treasury management goals.

ESSENTIAL DUTIES:

· Manages all elements of the Treasury Management sales cycle including business development, prospect qualification, needs analysis, and close of sale.

· Reinforce the application of superior customer service by example along with appropriate follow through with involved customers and staff. Provides leadership, training and supervision within the department and performs direct supervisory duties of department staff.

· Engage in business development activities and solicitation of new business prospects; participation in community affairs, business and service organizations, including public speaking; actively involved in instilling and maintaining a positive sales environment through education of the Bank's products and services; investigate and follows-up on significant changes in status of existing customers; meet with customers to discuss needs and outline appropriate Bank services and to resolve problems as necessary; assist in the organization of the department, coordinating available resources (e.g., staff, materials, etc.) for maximum results; and reviewing marketing strategies in relation to department and Bank goals and recommending suitable marketing approaches.

· Cross sell the Bank's other products and services, referring customers to appropriate staff as indicated.

· Provide industry and product training to internal and external audiences including customers, resource groups and Relationship Managers. Assist with the design and execution of new TM products and services and the development of marketing programs with a specific focus on supporting communication and change management of the same.

· Manage audit compliance and procedure quality control for the department; recommend and initiate corrective actions to the CMO.

· Contribute to the overall profitability of the Bank; assist in the implementation of costs controls, income generation, and department marketing efforts.

· Assist other RMs and cash management staff in resolving inquiries and providing support; participate in various internal committees assigned by senior management.

· Ensure implementation and compliance to meet security precautions and protect customer deposits, bank assets and staff.

· Maintain an advanced knowledge of financial industry status and trends.

· Respond to inquiries or refer inquiries to the appropriate department or person, and exhibiting the necessary follow through with customers and/or staff involved.

· Provide supervision and support to all areas of the department where service or assistance is needed.

· Implement cost controls for the department and monitor expenses to ensure compliance with budget.

· Consistently apply superior decision making techniques pertaining to inquiries, approvals and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using these instances as learning tools for employee development.

· Assume responsibility for special projects; gather data and prepare reports for Senior Management, audit and other personnel.

· Operate computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority.

· Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.

· Demonstrate knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.

· While performing the duties of this job, the employee is frequently required to stand; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

MINIMUM REQUIREMENTS:

· Bachelor's degree from an accredited college or university required.

· 7+ years of related sales experience and/or training; or the equivalent combination of education and experience. Work related experience must consist of business development or sales experience, preferably within the financial services industry.

· Intermediate knowledge of related state and federal banking compliance regulations, Bank policies and procedures, and the Bank's products and services.

· Ability to read, analyze and interpret financial report and/or legal documents. Ability to write procedures, routine reports, and business correspondence.

· Intermediate experience, knowledge and training in bank operations activities and terminology.

· Proven skills to develop marketing and business development skills with customers.

· Demonstrated ability to cross-sell and explain all Bank products and services with confidence and authority.

· Intermediate banking product knowledge.

· Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.

· Excellent organizational and time management skills, with the ability to provide leadership, supervision and training of employees using positive supervisory techniques to ensure maximum productivity; demonstrated ability in organization and delegation skills.

· Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, speak clearly to customers and employees.

· Thorough understanding of management procedures; ability to plan department or Bank activities (setting objectives, developing strategies, budgeting, and developing policies and procedures); initiative to organize various functions necessary to accomplish department or Bank activities; effectively staff (selecting, training and developing employees); directing employees towards the desired objectives (delegating, motivating, resolving problems); controlling the function (developing performance standards, measuring results, taking corrective action and rewarding employees as appropriate).

· Current California driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.