Treasury & Deposits Relationship Manager

First Merchants Corporation; United States; On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Base Pay PLUS Bonuses

Medical, Dental and Vision Insurance

401k

Health Savings and Flexible Spending

Vacation/Sick Time

Paid Holidays

Paid Parental Leave

Tuition Reimbursement

Additional Benefits

Job summary

First Merchants Bank is seeking a Treasury Management Officer to deepen customer relationships through deposits and treasury services, expanding new opportunities while supporting existing clients.

This role collaborates with business lines, analyzes accounts, and coordinates the implementation of treasury products, with travel across the geographic footprint. The position requires proactive outreach and strong relationship management.

Qualifications

• Associates degree in management, finance, business or related field of study.
• A minimum of three (3) years of business development, sales or related financial services experience.
• Valid driver's license; must be able to provide own transportation and travel frequently throughout the company's geographic footprint.

Responsibilities

• Enhance existing customer relationships through the introduction of new services/products that improve customer satisfaction.
• Serve as primary contact for deposit and Treasury Management services with a significant number of customers with moderately complex needs.
• Collaborate with consumer and commercial lines of business to schedule and attend joint calls on new prospects for deposit and Treasury Management services.
• Identify appropriate deposit and Treasury Management products and services for customers and prospects; coordinate set-up and implementation.
• Perform account analysis to review cost of services for potential customers and analyze and make recommendations and adjustments for existing customers.
• Manage income production and loss prevention.
• Provide functional assistance and training to peers and partners, as it relates to Treasury Management products and services.
• Conduct relationship reviews to ensure proper pricing is realized, and appropriate cross-sell opportunities are identified.
• Work with the product team to provide feedback on industry trends and competitive threats
• Maintains accurate and updated reporting metrics to ensure proper attention and sales results are achieved.
• Actively call on clients and source prospects through a proactive outreach.
• Review account analysis statements for pricing proposals and RFP requests.
• Generally, 20% or less travel required.

Education

Associates degree in management, finance, business or related field of study

Bachelor's degree in management, finance, business or related field of study

Tools

Certified Treasury Professional (CTP)

Job description

First Merchants Bank is seeking a Treasury Management Officer to deepen customer relationships through deposits and treasury services, expanding new opportunities while supporting existing clients.

This role collaborates with business lines, analyzes accounts, and coordinates the implementation of treasury products, with travel across the geographic footprint. The position requires proactive outreach and strong relationship management.