First Merchants Bank is seeking a Treasury Management Sales Associate to join our team! This position is responsible for driving the growth of treasury management services by engaging with clients to understand their financial needs and providing tailored solutions. This role involves building and maintaining strong client relationships, conducting needs assessments, and collaborating with internal teams to deliver exceptional service. The associate will stay informed about treasury products and market trends, develop sales strategies to meet targets, and provide training and support to clients on treasury management tools. This position is key to enhancing client satisfaction and contributing to the overall success of the organization.
Essential Duties & Responsibilities:
- Client Retention: Proactively engage with clients to ensure satisfaction with treasury management solutions, address concerns, and identify opportunities to strengthen relationships, reducing attrition. Collaborate with TMO to implement retention strategies.
- Cross-selling / Upselling: Proactively identify client needs by leveraging client interactions and data to uncover additional treasury management needs, proactively recommending solutions to clients that optimize cash flow, streamline operations, and mitigate risk.
- Joint Calls with Treasury Management Officer (TMO): Collaborate with TMO on joint calls to deliver an exceptional onboarding experience for clients, identifying sales opportunities during interactions.
- Client Education: Ensure clients fully understand the onboarding process for new relationships and services, effectively communicating the value of TM and identifying additional solutions that may benefit them.
- Client Retention: Regularly review client activities and accounts. Identify opportunities to cross-sell / up-sell TM services
- Information Gathering: Collect and verify all necessary documentation and information from clients prior to submitting new Treasury onboarding requests, ensuring a smooth and efficient setup process.
- Service Level Agreement Compliance: Guarantee that requests are entered within the required Service Level Agreement (SLA) once complete documentation has been received, maintaining a focus on timeliness to enhance client satisfaction.
- Client Follow-Through: Maintain proactive follow-through with clients throughout the onboarding process, ensuring they are informed about the status of their services and identifying any additional needs that may arise.
- Post-Training Follow-Up: Conduct follow-up conversations with clients post-training to assess satisfaction, gather feedback, and promote any additional services or upgrades that could enhance their experience.
- Collaboration with TMO: Address any issues or concerns related to requests and onboarding with TMO, maintaining open lines of communication to foster a team-oriented approach to client service.
- Special Pricing Requests: Accurately complete any special pricing requests, working closely with clients to understand their needs and maximizing opportunities for upselling or cross-selling.
- Complex Issue Resolution: Partner with Treasury Solutions on complex issues, leveraging expertise to provide clients with tailored solutions and promoting additional services where appropriate.
- Exceptional Customer Service: Deliver outstanding customer service to Treasury Management clients, actively listening to their needs and providing solutions that align with their financial goals.
- Feedback Loop with TMO: Maintain an open feedback loop with the TMO regarding client interactions and sales opportunities, fostering a collaborative approach to sales and service delivery.
- CRM Tracking & Maintaining and Updating – TM Tracker
To be successful in this position, we require the following:
- High school diploma or equivalent (GED).
- A minimum of one (1) year of financial services or related experience.
The following would be a plus:
- Strong attention to detail and organizational skills
- Problem-solving skills
- Excellent verbal and written communication abilities
- Ability to work in face paced environment and manage multiple priorities
- Proficiencies in Microsoft Office Suite – particularly excel, word and PowerPoint
- Familiarity with Treasury Management services is a plus
- Ability to work independently
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!
Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis 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
- High school diploma or equivalent (GED).
- Minimum of one (1) year of financial services or related experience.
- Strong attention to detail and organizational skills.
- Problem-solving skills.
- Excellent verbal and written communication abilities.
- Ability to work in a fast paced environment and manage multiple priorities.
- Proficiencies in Microsoft Office Suite (Excel, Word, PowerPoint).
- Familiarity with Treasury Management services.
- Ability to work independently.
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.
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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.
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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.
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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
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.
