Treasury Management Advisor I

First Financial BankAkron, OH
Hybrid

About The Position

The Treasury Management Advisor I is responsible for providing comprehensive financial solutions and advice to clients in the area of treasury management. They work closely with clients to understand their cash management needs and develop strategies to optimize their cash flow, mitigate risks, and maximize returns on investments. The incumbent will analyze financial data, assess market trends, and recommend appropriate treasury management products and services to meet client needs. The Treasury Management Advisor I also provides ongoing support and guidance to clients, ensuring the smooth implementation and utilization of treasury management solutions.

Requirements

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

Nice To Haves

  • Knowledge of branch structure and the small business customer.

Responsibilities

  • Develop new client relationships through Bank Partner introductions and directly self-sourced.
  • Develop deeper Treasury Management relationships with Retail small business customers and mid-size businesses. assigned to Business Specialists.
  • Service existing clients within an identified portfolio with the goal of retaining and strengthening the overall relationship through solutions-based selling of the bank’s Treasury Management products and services.
  • 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.
  • Collaborate internally with key partners to enhance and strengthen small to mid-size business relationships.
  • Develop and deliver client and internal training presentations.

Benefits

  • Relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing.
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