Treasury Management Solutions Specialist

POSITION OVERVIEW The Treasury Management Solutions Specialist is responsible for driving revenue growth through the acquisition, cross-sale, implementation, and support of treasury management solutions. This role partners with relationship teams to deliver consultative sales strategies that deepen client relationships, grow deposits, expand product utilization, and increase fee income for the Bank, primarily within the small to mid-sized business segment. This position works closely with the Treasury Management Solutions Manager, Financial Banking Centers, and internal business partners to generate new business through prospecting, joint sales calls, and client engagement. The Treasury Management Solutions Specialist provides a high level of service to clients and prospects, including solution demonstrations, onboarding, and training, while consistently meeting or exceeding the Bank’s and department’s annual Key Performance Indicators (KPIs). The ideal candidate is a self-motivated sales professional who thrives in a field-based environment, spending approximately 75% of their time within assigned market segments building relationships and driving sales. Work Location Schedule Expectations Branch Market Locations (3–4 days per week): In-market field days with branch partners or independently. Outbound calling and pipeline development (prospecting, follow-up, and call campaigns). Joint client and prospect meetings. Livermore Operations (1–2 days per week). Role and Responsibilities: 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. Relationship Building: 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 with Treasury Management Manager and Branch Manager. Conduct internal and external prospective client telemarketing and follow-up duties you’ve created on your own, in partnership with internal partners or with management. Regularly participate in outside business development activities, including individual and collaborative in-person business cold calling, as well 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. 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.