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Open nowPosted 44 days ago

Treasury Management Advisor II

bankatfirst51 open roles

Pay
$74,000 – $100,000 a year
Where
IN - Indianapolis - Keystone Crossing
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Your applicationOpen nowTreasury Management Advisor IIbankatfirst · IN - Indianapolis - Keystone Crossing

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The clock on this job

Early applications get read.

8.2% of postings close within 7 days. Measured by our own scanner across the market. bankatfirst postings stay open a median of 4 days.

Share of postings closed within
  1. 1.9%1 day
  2. 3.8%3 days
  3. 8.2%7 days
  4. 15.2%14 days
  5. 34.1%30 days
This job: posted 44 days ago

bankatfirst median: 4 days open

The posting

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!

If you are interested and qualified for this role, we invite you to apply.

The Treasury Management Advisor II is a financial professional that specializes in providing guidance and support to clients in managing their treasury operations. The incumbent will work closely with businesses and organizations to optimize their cash flow, liquidity, and risk management strategies. Responsibilities include analyzing financial data, developing cash management solutions, recommending investment strategies, and ensuring compliance with regulatory requirements. This role requires strong analytical skills, knowledge of financial markets, and the ability to build and maintain client relationships.

Essential Functions/Responsibilities

  • Grow existing portfolio relationships.
  • Generate organic growth in both deposits and fee income through thoughtful solutions minded direction to achieve stated annual goals.
  • Review, service and maintain client portfolio including Working Capital Analysis of client relationships along with other internal stakeholders.
  • Review Portfolio profitability; manage all exception pricing and account structure to minimize Bank’s non-standard adjustments.
  • Complete Risk Management reviews for ACH, Credit Card, and RDC Services.
  • Introduce customers to other service related lines of business.
  • Attend all Bank sourced training and instruction sessions as applicable to Treasury Management.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

  • 3 years of banking experience.
  • Bachelor’s Degree or equivalent combination of education and experience.

Preferred Knowledge and Skills

Level of Complexity and Scope

  • Performs work that requires analysis of complex information to devise client delivery solutions.

Degree of Independence and Decision-Making

  • Regularly uses evaluation, judgement, and interpretation to select the right course of action within established guidelines.
  • Works with limited supervision and has work reviewed when necessary.

Required Supervisory Responsibilities

  • No direct supervisory responsibilities
  • May help guide/mentor lower level Treasury Management Advisors

Physical Requirements

  • Frequently lifts and carries up to 10 lbs.
  • Frequently sits, stands, walks and drives.
  • Ability to regularly travel within assigned market to meet with clients and internal partners
  • Ability to travel outside of market as needed

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training

Pay Range: $74,000.00/year - $100,000.00/year

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.

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