Senior Treasury Management Solutions Specialist
- Compensation
- Not disclosed
- Location
- Livermore, CA, US
- Work setup
- Not specified
- Seniority
- Senior
- Employment
- Not specified
- Experience
- 3+ years
- Category
- Finance
- Posted
Skills
Must have
- 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
Full description
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