<p>Jennifer Fukumae is partnering with a well-established, independent financial institution seeking a <strong>Treasury Banking Manager</strong> to join its growing team. This role offers the opportunity to make a meaningful impact across the business while playing a key role in the growth of its treasury and digital banking services.</p><p> </p><p>This is an ideal opportunity for someone who enjoys working in a <strong>smaller, collaborative environment where people wear multiple hats</strong>. Rather than being one piece of a large corporate structure, you’ll work closely with Relationship Managers, clients, Digital Banking, and Product Management to help grow the business and develop solutions that meet client needs.</p><p> </p><p><strong>What You’ll Do</strong></p><p> </p><p><strong>Client & Business Development</strong></p><ul><li>Work alongside Relationship Managers to understand client needs and uncover opportunities to expand treasury management solutions.</li><li>Act as a key resource for clients and internal teams, recommending tailored solutions to address complex needs.</li><li>Contribute to revenue growth by supporting new business initiatives and expanding adoption of treasury and digital banking products.</li><li>Develop and maintain strong relationships with clients and partners across the organization.</li></ul><p><strong>Strategy & Solutions</strong></p><ul><li>Help shape and implement the bank’s treasury and digital banking roadmap.</li><li>Evaluate client feedback and market trends to identify opportunities for new products, improved processes, and enhanced service.</li><li>Collaborate with Product teams to assess, launch, and optimize treasury and digital banking solutions.</li><li>Bring a proactive, innovative mindset to solving business and client challenges.</li></ul><p><strong>Team Management</strong></p><ul><li>Manage and develop a small Digital Banking team, including two direct reports.</li><li>Provide day-to-day leadership, coaching, and support to promote accountability and professional growth.</li><li>Collaborate across departments to ensure clients receive a consistent and high-quality experience.</li></ul>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p>Jennifer Fukumae is partnering with a well-established, independent financial institution seeking a <strong>Treasury Banking Manager</strong> to join its growing team. This role offers the opportunity to make a meaningful impact across the business while playing a key role in the growth of its treasury and digital banking services.</p><p> </p><p>This is an ideal opportunity for someone who enjoys working in a <strong>smaller, collaborative environment where people wear multiple hats</strong>. Rather than being one piece of a large corporate structure, you’ll work closely with Relationship Managers, clients, Digital Banking, and Product Management to help grow the business and develop solutions that meet client needs.</p><p> </p><p><strong>What You’ll Do</strong></p><p> </p><p><strong>Client & Business Development</strong></p><ul><li>Work alongside Relationship Managers to understand client needs and uncover opportunities to expand treasury management solutions.</li><li>Act as a key resource for clients and internal teams, recommending tailored solutions to address complex needs.</li><li>Contribute to revenue growth by supporting new business initiatives and expanding adoption of treasury and digital banking products.</li><li>Develop and maintain strong relationships with clients and partners across the organization.</li></ul><p><strong>Strategy & Solutions</strong></p><ul><li>Help shape and implement the bank’s treasury and digital banking roadmap.</li><li>Evaluate client feedback and market trends to identify opportunities for new products, improved processes, and enhanced service.</li><li>Collaborate with Product teams to assess, launch, and optimize treasury and digital banking solutions.</li><li>Bring a proactive, innovative mindset to solving business and client challenges.</li></ul><p><strong>Team Management</strong></p><ul><li>Manage and develop a small Digital Banking team, including two direct reports.</li><li>Provide day-to-day leadership, coaching, and support to promote accountability and professional growth.</li><li>Collaborate across departments to ensure clients receive a consistent and high-quality experience.</li></ul><p><strong>Location:</strong> San Francisco, CA | <strong>Hybrid – 3 days onsite</strong></p><p><strong>Compensation:</strong> $115,000–$150,000 base + bonus</p>
We are looking for an experienced Treasury Analyst to support core cash management and banking operations for a fast-paced organization in Menlo Park, California. This is a Long-term Contract position focused on maintaining liquidity visibility, coordinating banking activity, and delivering accurate reporting that supports sound financial decisions. The ideal candidate brings strong treasury operations knowledge, comfort working across banking platforms, and a detail-oriented approach to controls, documentation, and analysis.<br><br>Responsibilities:<br>• Monitor daily corporate cash positions and help maintain clear visibility into available liquidity across accounts.<br>• Coordinate bank account administration, including account setup, closure, and related compliance documentation.<br>• Produce recurring and ad hoc cash reports, including forecast updates that support short- and medium-term planning.<br>• Execute treasury transactions such as wire activity, internal fund movements, debt-related payments, and investment actions with accuracy and timeliness.<br>• Support administration of treasury tools and online banking systems to ensure smooth day-to-day operations.<br>• Uphold treasury policies and internal controls while assisting with audit support for periodic reviews and year-end requirements.<br>• Review banking charges on a regular basis, identify trends, and help document opportunities for cost control.<br>• Prepare and maintain process records and close-related documentation to support operational consistency and compliance.<br>• Contribute to additional treasury initiatives and operational priorities as business needs evolve.
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Treasury & Banking Manager | Financial Institution | San Francisco; Hybrid </strong></p><p> </p><p>Join an <strong>independent, relationship-driven financial institution</strong> known for personalized service, community connection, and a collaborative culture. With a <strong>close-knit team and entrepreneurial environment</strong>, this is an opportunity to have visible impact and help shape the business without layers of bureaucracy.</p><p> </p><p>Lead key areas across <strong>treasury management, digital banking, and client solutions</strong> while partnering directly with relationship managers, clients, and internal teams. The role offers <strong>competitive compensation + bonus, strong benefits, retirement matching, generous PTO</strong>, and the opportunity to make a meaningful impact in a growing organization.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Partner with <strong>clients and relationship managers</strong> to identify treasury and digital banking needs</li><li>Drive treasury management and digital banking <strong>sales and service initiatives</strong></li><li>Help shape product and business strategy</li><li>Evaluate offerings and identify opportunities for <strong>improvement and expansion</strong></li><li>Collaborate with product and customer support teams</li><li>Oversee day-to-day treasury and digital banking activities</li><li><strong>Lead, mentor, and develop</strong> a small team</li><li>Troubleshoot issues and develop practical client solutions</li><li>Drive <strong>process improvements and operational enhancements</strong></li><li>Serve as a key cross-functional partner across the organization</li><li>Adapt to changing business needs and <strong>wear multiple hats</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>