Treasury Management Advisor II

First Financial Bank; Keystone (IN); On-site; USD 74,000 - 100,000; Full time

Job summary

First Financial Bank is seeking a Treasury Management Advisor II to guide clients in managing treasury operations, optimizing cash flow, liquidity, and risk management. The role partners with businesses to analyze data and develop cash management solutions.

Responsibilities include growing portfolio relationships, improving deposits and fee income, reviewing client portfolios for Working Capital Analysis, and ensuring regulatory compliance. Travel within the assigned market is required.

Qualifications

• Bachelor’s Degree or equivalent combination of education and experience.
• 3 years of banking experience.

Responsibilities

• Grow existing portfolio relationships.
• Generate organic growth in deposits and fee income through thoughtful solutions minded direction to achieve stated annual goals.
• Review, service and maintain client portfolio including Working Capital Analysis of client relationships along with other internal stakeholders.
• Review Portfolio profitability; manage all exception pricing and account structure to minimize Bank’s non-standard adjustments.
• Complete Risk Management reviews for ACH, Credit Card, and RDC Services.
• Introduce customers to other service related lines of business.
• Attend all Bank sourced training and instruction sessions as applicable to Treasury Management.

Skills

3 years banking experience

Education

Bachelor’s Degree or equivalent

Job description

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!

The Treasury Management Advisor II is a financial professional that specializes in providing guidance and support to clients in managing their treasury operations. The incumbent will work closely with businesses and organizations to optimize their cash flow, liquidity, and risk management strategies. Responsibilities include analyzing financial data, developing cash management solutions, recommending investment strategies, and ensuring compliance with regulatory requirements. This role requires strong analytical skills, knowledge of financial markets, and the ability to build and maintain client relationships.

Essential Functions/Responsibilities

• Grow existing portfolio relationships.
• Generate organic growth in both deposits and fee income through thoughtful solutions minded direction to achieve stated annual goals.
• Review, service and maintain client portfolio including Working Capital Analysis of client relationships along with other internal stakeholders.
• Review Portfolio profitability; manage all exception pricing and account structure to minimize Bank’s non-standard adjustments.
• Complete Risk Management reviews for ACH, Credit Card, and RDC Services.
• Introduce customers to other service related lines of business.
• Attend all Bank sourced training and instruction sessions as applicable to Treasury Management.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• 3 years of banking experience.
• Bachelor’s Degree or equivalent combination of education and experience.

Level of Complexity and Scope

• Performs work that requires analysis of complex information to devise client delivery solutions.

Degree of Independence and Decision-Making

• Regularly uses evaluation, judgement, and interpretation to select the right course of action within established guidelines.
• Works with limited supervision and has work reviewed when necessary.

Required Supervisory Responsibilities

• No direct supervisory responsibilities
• May help guide/mentor lower level Treasury Management Advisors

Physical Requirements

• Frequently lifts and carries up to 10 lbs.
• Frequently sits, stands, walks and drives.
• Ability to regularly travel within assigned market to meet with clients and internal partners
• Ability to travel outside of market as needed

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Pay Range

$74,000.00/year - $100,000.00/year

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.