Treasury Management Officer

First Merchants Corporation; Lafayette (IN); On-site; USD 65,000 - 100,000; 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 seeks a Treasury Management Officer to grow and deepen client relationships through deposits and specialized treasury services. You will serve as the primary contact for treasury solutions and collaborate with cross-functional teams to tailor offerings to customer needs.

The role requires a minimum of three years in business development or financial services, with travel as needed and a valid driver's license.

Qualifications

• Requires an Associates degree in management, finance, or a related field.
• Minimum of three years' business development, sales, or related financial services experience.
• Valid driver's license and ability to travel frequently.

Responsibilities

• Develop and expand deposits and treasury management relationships.
• Serve as primary contact for deposit and treasury management services.
• Collaborate with lines of business to schedule joint calls with prospects.
• Identify products and services and coordinate setup.
• Perform account analysis and advise pricing proposals.
• Manage income production and loss prevention.
• Provide training on treasury products to peers.
• Conduct relationship reviews to ensure pricing and cross-sell opportunities.
• Work with product team on industry trends and competition.
• Maintain accurate reporting metrics and proactively source prospects.
• Travel up to 20% as needed.

Skills

Business development

Sales

Financial services

Education

Associates degree in management/finance/business or related field

Job description

Description

First Merchants Bank is seeking a Treasury Management Officer to join our team! This position will effectively develop and expand new and existing customer relationships through a specialization in deposits and treasury management banking services and products.

Essential Duties and Responsibilities:

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

In order to be successful in this position, we require the following:

• 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.

The following would be a plus:

• Bachelor's degree in management, finance, business or related field of study.
• Certified Treasury Professional (CTP) or the ability and willingness to obtain the certification.

First Merchants offers the following:

• Base Pay PLUS Bonuses
• Medical, Dental and Vision Insurance
• 401k
• Health Savings and Flexible Spending Accounts
• Vacation/Sick Time
• Paid Holidays
• Paid Parental Leave
• Tuition Reimbursement
• Additional Benefits

A little about us:

First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.

Our Vision is:

To enhance the financial wellness of the diverse communities we serve.

Our Mission is:

To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team:

"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."

Qualifications

Education

Associates of Management (required)

Experience

A minimum of three (3) years of business development, sales or related financial services experience. (required)

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities