Treasury Management Officer

First Merchants Brand•Indianapolis, IN

About The Position

First Merchants Bank is seeking a Treasury Management Officer to develop and expand new and existing customer relationships through specialized knowledge of deposits and treasury management banking services and products. The officer serves as the primary contact for deposit and Treasury Management services for a significant number of customers with moderately complex needs, and works with customers, prospects, internal business partners, and the product team to support relationship growth and service delivery. The role requires frequent travel throughout the company’s geographic footprint, with generally 20% or less travel.

Requirements

Associate degree in management, finance, business, or a related field of study.
At least three years of business development, sales, or related financial services experience.
Valid driver’s license.
Must 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 of study.
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.
Identify and develop prospects for deposit and Treasury Management services and convert them into new relationships.
Serve as the primary contact for deposit and Treasury Management services for customers with moderately complex needs.
Collaborate with consumer and commercial lines of business to schedule and attend joint calls with new prospects.
Maintain, upgrade, and resolve customer issues related to Treasury Management services.
Identify suitable deposit and Treasury Management products and services for customers and prospects, and coordinate setup and implementation.
Analyze account costs for potential customers and review existing customers’ account costs to make recommendations and 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 confirm appropriate pricing and identify cross-sell opportunities.
Provide the product team with feedback on industry trends and competitive threats.
Maintain accurate, current reporting metrics to support appropriate attention and sales results.
Proactively call on clients and source prospects through outreach.
Review account analysis statements for pricing proposals and requests for proposals.