Treasury Management Solutions Specialist

Job Title: Treasury Management Solutions Specialist

Location: Livermore, CA + Branch & Market Locations

Hiring Salary Range: $36.05 - $45.65 per hour

Position Summary

Fremont Bank - one of the Bay Area's most respected and long-standingfinancial institutions - is seeking a strategic, hands-on professional to joinand help advance our Treasury Management Solutions team. This is a high-impactopportunity to contribute to the success of a mission-driven organizationcommitted to excellence, community service, and strong client relationships.

If you're energized by purpose-driven work, collaboration, and deliveringmeaningful results, we'd love to connect.

Why Fremont Bank?

Founded in 1964, Fremont Bank is one of the oldest independently ownedbanks in the Bay Area and has been consistently recognized as a Top Workplacefor 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:
  o Go above and beyond for clients
  o Foster a supportive and empowering environment for associates
  o Deeply invest in the well-being of our local community

Position Overview

The Treasury Management Solutions Specialist is responsible fordriving revenue growth through the acquisition, cross-sale, implementation, andsupport of treasury management solutions. This role partners with relationshipteams to deliver consultative sales strategies that deepen clientrelationships, grow deposits, expand product utilization, and increase feeincome for the Bank, primarily within the small to mid-sized business segment. This position works closely with the Treasury Management SolutionsManager, Financial Banking Centers, and internal business partners to generatenew business through prospecting, joint sales calls, and client engagement.

The Treasury Management Solutions Specialist provides a high levelof service to clients and prospects, including solution demonstrations,onboarding, and training, while consistently meeting or exceeding the Bank'sand department's annual Key Performance Indicators (KPIs). The ideal candidateis a self-motivated sales professional who thrives in a field-basedenvironment, spending approximately 75% of their time within assigned marketsegments building relationships and driving sales.

Work Location & Schedule Expectations

• Branch & Market Locations (3-4 days per week):
  o In-market field days with branch partners or independently.
  o Outbound calling and pipeline development (prospecting, follow-up, and call campaigns).
  o Joint client and prospect meetings.
• Livermore Operations (1-2 days per week).

Roleand Responsibilities:

1. Customer Experience:

• Provide exceptional service that aligns with or exceeds our Best-in-Class Client Experience standards in customer service.
• Promote and expand client relationships by effectively utilizing the TMS Discovery tool to identify, access and address client needs.
• Accurately obtain required entity, solutions, user(s), limits, and accounts associated with thedocumentation to prepare Intake document request.
• Resolve client issues and handle client requests in a timely, consistent, and professional manner.

2. RelationshipBuilding:

• Market responsibility: Required to cover a minimum of 5 Branches. When necessary, may need to cover for teammates when applicable.
• Explain, promote, and refer Fremont Bank products and services to current and prospective clients.
• Meet assigned sales and referral objectives and contribute towards branch goals, including referring customers to business partners when applicable.
• Maintain accurate performance records and pipeline activities; regularly review performance results withTreasury Management Manager and Branch Manager.
• Conduct internal and external prospective client telemarketing and follow-up duties you've created on your own, in partnershipwith internal partners or with management.
• Regularly participate in outside business development activities, including individual and collaborative in-person business cold calling, aswell as applicable community-based business networking events.
• Conduct new client and prospect needs analysis to develop proposed service solutions through sales presentations and business development efforts.
• Prospects and existing client pipelines must be maintained to allow sales projections for 90 days of business or more.
• Meet or exceed annual based scorecard broken into 4 quarters.
• Maintain current knowledge of all Treasury management products and services offered.
• Grow non-interest income and deposit interest income.
• Promptly escalate any potential fraud or loss situations.

3. Operations:

• Follow and explain bank policies and procedures as directed by management.
• Ensure compliance with applicable State and Federal regulations and laws.
• Perform all operational duties with accuracy, 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, or procedures; 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

• 3 years of experience in financial services including a minimum of 2 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.
• Experienced 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 skills; Strong presentation skills.
• Strong time management, organizational and planning skills.
• Ability to interpret/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 AssociatesThrive?

• 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 arecommitted to creating an inclusive environment for all employees, regardless ofrace, color, religion, sex, gender identity, sexual orientation, nationalorigin, age, disability, veteran status, or any other protected classification.

Salary Range

The hiring salary range for this position is $36.05 - $45.65 per hour,based on factors such as experience, skills, education, and internal equity.Compensation decisions are made in consideration of these factors and inalignment with Fremont Bank's compensation philosophy.

Employee Stock Ownership Plan (ESOP)

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

Note to Search Firms:

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