Treasury Management Advisor III

First Financial BankPeoria, IL
$94,000 - $112,000Hybrid

About The Position

The Treasury Management Advisor III is responsible for providing expert advice and guidance to clients regarding their treasury management needs. The incumbent will analyze client financial data, identify opportunities for improvement, and recommend appropriate treasury management solutions to optimize cash flow, mitigate risk, and enhance operational efficiency. They collaborate with internal stakeholders, such as relationship managers and product specialists, to develop and implement customized treasury management strategies for clients.

Requirements

  • 5 years of Treasury Management experience
  • Bachelor’s Degree or equivalent combination of education and experience.

Nice To Haves

  • Certified Treasury Professional Certification ("CTP")

Responsibilities

  • Develop new client relationships by both Bank Partner introductions and directly self-sourced.
  • Retain identified clients through development of strong relationships, responsible for consistent review of client needs while strengthening Bank’s revenue opportunities.
  • 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

Benefits

  • Incentive Eligibility
  • Development and Training
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