Treasury Management Solutions Advisor

First-Merchants-Bank; Indianapolis (IN); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

401k

Paid Holidays

Tuition Reimbursement

Job summary

First Merchants Bank seeks a Treasury Management Sales Associate in Indianapolis to grow treasury services by engaging with clients, assessing their needs, and delivering tailored solutions. You will build strong client relationships, collaborate with internal teams, and stay informed on treasury products and market trends to develop sales strategies and meet targets.

The role emphasizes exceptional service, cross-selling, and ongoing client education to maximize value for clients and the bank.

Qualifications

• High school diploma or equivalent required.

Responsibilities

• Proactively engage with clients to ensure satisfaction with treasury management solutions and identify cross-sell opportunities.

Skills

Relationship building

Needs assessment

Sales strategy

Cross-selling

Upselling

CRM tracking

Client training

Treasury management tools

Education

High school diploma

Tools

Microsoft Office Suite

Excel

PowerPoint

Job description

First Merchants Bank seeks a Treasury Management Sales Associate in Indianapolis to grow treasury services by engaging with clients, assessing their needs, and delivering tailored solutions. You will build strong client relationships, collaborate with internal teams, and stay informed on treasury products and market trends to develop sales strategies and meet targets.

The role emphasizes exceptional service, cross-selling, and ongoing client education to maximize value for clients and the bank.