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Farmington

    Treasury Management Officer - Farmington, United States - First Merchant's Bank

    First Merchant's Bank
    First Merchant's Bank Farmington, United States

    3 weeks ago

    Default job background
    Description
    Position Goals:

    Effectively develop and expand new and existing customer relationships through a specialization in deposits and treasury management banking services and products.

    Essential Duties and Responsibilities:

    1. Enhance existing customer relationships through the introduction of new services/products that improve customer satisfaction. Identify and develop prospects for deposit and Treasury Management services into new relationships.
    2. Serve as primary contact for deposit and Treasury Management services with a significant number of customers with moderately complex needs.
    3. Collaborate with consumer and commercial lines of business to schedule and attend joint calls on new prospects for deposit and Treasury Management services. This may include maintenance, upgrading, and problem resolution as it relates to Treasury Management issues with customers.
    4. Identify appropriate deposit and Treasury Management products and services for customers and prospects; coordinate set-up and implementation.
    5. Perform account analysis to review cost of services for potential customers and analyze and make recommendations and adjustments for existing customers.
    6. Manage income production and loss prevention.
    7. Provide functional assistance and training to peers and partners, as it relates to Treasury Management products and services.
    8. Conduct relationship reviews to ensure proper pricing is realized, and appropriate cross-sell opportunities are identified.
    9. Work with the product team to provide feedback on industry trends and competitive threats
    10. Maintains accurate and updated reporting metrics to ensure proper attention and sales results are achieved.
    11. Actively call on clients and source prospects through a proactive outreach.
    12. Review account analysis statements for pricing proposals and RFP requests.
    13. Generally, 20% or less travel required.
    Position Requirements:

    Education -Associates degree in management, finance, business or related field of study.

    Experience -A minimum of three (3) years of business development, sales or related financial services experience.

    Other -Ability to transport one's own self to locations within the First Merchants footprint.

    Preferred Requirements:

    Bachelor's degree in management, finance, business or related field of study.

    Certified Treasury Professional (CTP) or the ability and willingness to obtain the certification.

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)
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