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Treasury Management Officer
First Merchants Corporation
Fort Wayne, IN, United States
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Description
Position Goals:
Effectively develop and expand new and existing customer relationships through a specialization in deposits and Treasury Management banking services and products.
Direct Management Received:
Under the general guidance of the Treasury Management Officer – Team Lead, and the Director, Treasury Management & Merchant Processing Sales
Direct Management Exercised:
None
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 retail 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 partners, as it relates to Treasury Management products and services.
8. Conduct annual relationship reviews to ensure proper pricing is realized, and appropriate cross-sell opportunities are identified.
9. Actively call on clients and source prospects through a proactive outreach.
10. Review account analysis statements for pricing proposals and RFP requests.
11. Generally 20% or less travel required.
Knowledge, Skills and Abilities:
In addition to the list below, it is understood that all positions with the company require individuals who possess a pleasant and friendly attitude, project sensitivity towards customers and fellow employees, and maintain a neat and clean professional appearance. Core competencies have been identified as relevant to every position within the company and include: Ethics and Integrity, Listening, Business Acumen, Customer Focus, Approachable and Savvy, Action Oriented, Managing Time & Priorities, Work/Life Balance, Composure & Patience, Drive for Results, Self-Development & Knowledge, Dealing with Change, Decision Quality, and Informing.
Competencies
Communication
(Verbal Communication and Written Communication)
• Listens, shows interest
• Demonstrates appropriate non-verbal skills and clarifies with questions and paraphrases
• Informs, encourages the exchange, access and sharing of information
• Modifies communication style appropriately
• Is able to write clearly and succinctly to get messages across to the intended receiver for the desired effect
Customer Focus
• Develops and nurtures internal and external relationships
• Responds quickly with accurate information or follow-up expectations
• Proactively seeks to understand concerns and perspectives of others
• Identifies solutions or products to meet internal and/or external customer(s) needs
• Lives our vision and deepens relationships within communities served through participation in philanthropic and civic activities
Decision Quality
• Makes good decisions using analysis, experience and judgment
• Most solutions are accurate when judged over time
• Sought out by others at First Merchants for advice and solutions
Drive for Results
• Can be counted on to meet or exceed goals successfully
• Strives to be a top performer at First Merchants
• Very bottom-line oriented
• Pushes self and others for results
Managing Time & Priorities
• Uses his/her time effectively and efficiently
• Focuses efforts on important priorities
• Accomplishes more tasks and assignments in less time
• Can attend to several priorities at a time
• Eliminates roadblocks and stays focused
• Plans daily tasks so important work is accomplished
• Uses workplace tools, technology or personal methods to keep track of priorities and assignments
• Prioritizes and works on multiple tasks effectively while maintaining high quality work results
Problem Solving
• Uses logic, analysis and methods to define problems and offers useful solutions
• Looks beyond the obvious to find more than one option/solution to choose from
• Can find common ground and solve problems for the good of all involved
• Gains perspective by asking others for their input before implementing solutions
Functional/Technical Skills – Commercial
• Has achieved a satisfactory level of technical and professional skill, including: understanding of financial statements and credit analysis; organizational and time management proficiency; industry knowledge; shows willingness to continue learning, growing and gaining expertise; uses business acumen, credit administration, marketing & sales skills to successfully negotiate and manage various customer relationships to meet individual and company goals.
Working Relationships
(Boss Relationships and Peer Relationships)
• Works well in cooperation with others for the benefit of the company
• Receives and carries out instruction in a positive manner
• Responds well to constructive critique from manager and peers
• Remains open to learning and coaching
• Viewed as a team player by being cooperative and collaborative
Requirements
Position Requirements:
Education – Associate degree in management, finance, business or related field.
Experience – Over three (3) through five (5) years of business development, sales experience or related financial services experience.
Other – Must have a valid driver’s license.
Preferred Requirements:
Bachelor’s degree in management, finance, business or related field.
Certified Treasury Professional (CTP) or the ability and willingness to obtain the certification within the first 24 months