Treasury Management Officer

First Merchants Corporation•Indianapolis, IN

20h

About The Position

First Merchants Bank is seeking a Treasury Management Officer to develop and expand new and existing customer relationships through specialized deposit and treasury management banking services and products. The role serves as the primary contact for deposit and Treasury Management services for a significant number of customers with moderately complex needs. It works with consumer and commercial lines of business, customers, prospects, and the product team to identify needs, implement solutions, support sales, and provide feedback on industry trends and competitive threats. The position generally requires 20% or less travel.

Requirements

Associate degree in management, finance, business, or a related field.
At least three years of business development, sales, or related financial services experience.
Valid driver’s license.
Ability to provide own transportation and travel frequently throughout the company’s geographic footprint.

Nice To Haves

Bachelor’s degree in management, finance, business, or a related field.
Certified Treasury Professional (CTP) certification, or the ability and willingness to obtain it.

Responsibilities

Enhance existing customer relationships by introducing services and products that improve customer satisfaction, and develop prospects into new deposit and Treasury Management relationships.
Serve as the primary contact for deposit and Treasury Management services for customers with moderately complex needs.
Collaborate with consumer and commercial business lines to schedule and attend joint prospect calls, and assist with Treasury Management maintenance, upgrades, and problem resolution.
Identify suitable deposit and Treasury Management products and services for customers and prospects, and coordinate setup and implementation.
Analyze service costs for prospective customers and review existing customer accounts to recommend adjustments.
Manage income production and loss prevention.
Provide functional assistance and training to peers and partners on Treasury Management products and services.
Conduct relationship reviews to ensure appropriate pricing and identify cross-selling opportunities.
Work with the product team to share feedback on industry trends and competitive threats.
Maintain accurate and current reporting metrics to support attention to accounts and sales results.
Proactively contact clients and source prospects.
Review account analysis statements for pricing proposals and requests for proposals (RFPs).