Treasury Management Officer II

First Mid•Decatur, IL

22d

About The Position

At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. Responsible for calling on, developing, and maintaining Commercial deposits and Treasury/Cash Management customer relationships. Responsible for providing a high quality of customer service along with increasing sales/solution activities to potential and existing business customers. Must have a broad knowledge of treasury management concepts and services and experience dealing with commercial customers in lending and/or cash and treasury management. Must have a deep knowledge of commercial DDA account analysis and related services, including RDC, ACH, and other electronic services. May involve direct contact with high net worth retail banking customers and delivery of retail services and products. Proactively work with and refer to other bank departments such as commercial/residential lending, retail bankers, insurance, and trust and wealth management to create opportunities that support revenue growth and business development efforts.

Requirements

Bachelor’s degree required or the equivalent of 5+ years of experience in sales and service in the financial industry.
Experience with overall bank management is necessary.
Thorough knowledge of bank products and services, bank credit and liability management, strong knowledge of business finance concepts, ability to read and understand company financial statements; possess strong mathematical skills and superior knowledge of Excel spreadsheets.
Ability to analyze bank and account analysis statements and prepare written proposals.
Thorough knowledge of Microsoft Office software including Outlook, PowerPoint, Excel, and Word; ability to leverage software to create presentations and solutions for internal and external customers.
Adequate knowledge of both internal policies and procedures and the respective state and federal laws and regulations governing departmental functions to ensure the performance of individual job duties within the proper control environment
High level of interpersonal skills to interact with customers & potential customers in a professional manner.
Travel required.

Nice To Haves

CTP designation preferred or the desire to actively work towards earning the accreditation.

Responsibilities

Responsible for representing the Bank to the customer in a courteous, professional manner and providing prompt, efficient, and accurate service.
Call on customers and prospective customers to promote new and additional business for the Bank.
Sell commercial bank services to customers and prospective customers; duties include explaining various accounts and marketing specific products such as credit cards, internet banking, merchant services, remote deposit, payment processing, and all other treasury management services.
Cross-sell other bank products including lending, insurance, and trust and wealth management.
Provides appropriate advice, counseling, and solutions to customer inquiries and problems.
Works with other managers, departments, and staff as needed to proactively meet customer needs in a responsive and efficient manner.
Represents the Bank and provides leadership in key community activities and committees.
Participates in professional associations, and attends conventions, conferences, and seminars.
Performs related duties as assigned, which may include acting in a sales management capacity (either producing or non-producing) coaching or managing other treasury officers and sales staff.