Treasury Management Officer

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office
Mid level
Fintech
The Role
Develops and expands commercial customer relationships through deposit and treasury management products. Responsibilities include prospecting, client relationship management, product recommendation and implementation, account analysis, pricing reviews, cross-selling, issue resolution, training, reporting, and collaboration with banking teams. The role requires proactive client outreach, relationship reviews, income production, and up to 20% travel throughout the company’s geographic footprint.
Summary Generated by Built In

First Merchants Bank is seeking a Treasury Management Officer to join our team! This position will 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.

In order to be successful in this position, we require the following: 

  • Associates degree in management, finance, business or related field of study.
  • A minimum of three (3) years of business development, sales or related financial services experience.
  • Valid driver’s license; must be able to provide own transportation and travel frequently throughout the company’s geographic footprint.

The following would be a plus: 

  • 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.

First Merchants offers the following:

  • Base Pay PLUS Bonuses
  • Medical, Dental and Vision Insurance
  • 401k
  • Health Savings and Flexible Spending Accounts
  • Vacation/Sick Time
  • Paid Holidays
  • Paid Parental Leave
  • Tuition Reimbursement
  • Additional Benefits

A little about us:

First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.

Our Vision is:

To enhance the financial wellness of the diverse communities we serve.

Our Mission is:

To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team:

"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."

Apply today to begin your career with us!

Qualifications Education Required Associates or better. Experience Required A minimum of three (3) years of business development, sales or related financial services experience. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • 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 personal transportation and travel throughout the company's geographic footprint
  • Bachelor's degree in management, finance, business, or a related field
  • Certified Treasury Professional certification or willingness to obtain it

First Merchants Corporation Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about First Merchants Corporation and has not been reviewed or approved by First Merchants Corporation.

  • Retirement Support — Retirement programs include a 401(k) with employer match and an employee stock purchase plan that are presented as meaningful components of total rewards. These elements are highlighted as strengths relative to other benefit components.
  • Leave & Time Off Breadth — Time-off provisions include PTO, bank holidays, bereavement, paid parental leave, and paid volunteer time. These elements can help offset concerns about base pay in some roles.
  • Parental & Family Support — Paid parental leave is explicitly offered and positioned alongside PTO and holidays to support family needs. This support contributes to a more balanced work–life setup.

First Merchants Corporation Insights

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The Company
HQ: Muncie, IN
1,548 Employees
Year Founded: 1893

What We Do

First Merchants Corporation is the largest financial services holding company in Central Indiana, headquartered in Muncie, Indiana. The Corporation has one full-service bank charter, First Merchants Bank. The Bank also operates as First Merchants Private Wealth Advisors (as a division of First Merchants Bank). First Merchants Corporation’s common stock is traded on the NASDAQ Global Select Market System under the symbol FRME. First Merchants offers customers broad financial services throughout locations in Indiana, Ohio, Illinois and Michigan providing: • Commercial Banking (business) – checking, treasury management, card services, financing, loans, electronic banking, online and mobile banking. • Personal Banking (consumer) – checking, savings, CDs, mortgages, loans, IRAs, HSAs, online and mobile banking. • Private Wealth Advisors - trusts, investments, 401(k) plans, 403(b) plans, profit sharing plans, pension plans, cross-tested plans, cash balance plans, Flexible Spending Accounts, IRAs, SEP IRAs, and succession planning. First Merchants is committed to customers by: • Developing strong relationships. o As financial advisors – our professionals listen and provide solutions o The tenure of our professionals averages eight years, meaning you will enjoy continuity of service o We hire local professionals from the communities we serve • Customers benefit from local decision making. o Decisions are made faster o The process is streamlined, with each customer having a single point of contact. o Our financial professionals are empowered to develop tailored solutions. • The local communities we serve benefit from First Merchants’ involvement and support.

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