Treasury Solutions Specialist

Posted 5 Hours Ago
Be an Early Applicant
Daleville, IN, USA
In-Office
Junior
Fintech
The Role
The Treasury Solutions Specialist provides issue resolution and onboarding support to treasury customers, ensuring excellent service and expertise in treasury products.
Summary Generated by Built In

First Merchants Bank is seeking a Treasury Solutions Specialist to join our team. This position will provide issue resolution to treasury customers via phone call/email relate to treasury products. Perform maintenance and new product setup on customer accounts, and deliver a superior on-boarding experience by building connectivity to solidify the relationship with the customer and ensure that service is provided in an exemplary fashion.

As part of this role you will:

  1.  Develop expertise in the use of the various treasury products.
  2. Answer incoming calls and deliver extraordinary service that exceeds the caller’s expectations. Handle calls with professionalism, demonstrating a sense of ownership, with a goal of one call resolution achieving established service standards.
  3. Answer customer questions, resolve issues and provide in-depth client and internal sales staff support on all treasury products (deposit products, Online Banking, ACH, Remote Deposit Capture, Wire Transfer, Positive Pay, Account Analysis, Loans, Bill Pay, etc.).
  4. Perform maintenance on customer accounts and work closely with the Treasury management Sales team to set up new customers and perform the on-boarding of new customers (i.e. training on products).
  5. Assist with special assignments, projects, or other work-related duties as assigned to ensure strategic support.
  6. Assist with outbound calls as needed.
  7. Provide personalized service that supports the client’s needs and builds the relationship.
  8. Assist with online banking enrollments as needed. 

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

  • High school diploma or equivalent (GED).
  • Over one (1) year of customer service experience.

The following would be a plus: 

  • Knowledge of treasury products.
  • Prior banking experience.
  • Microsoft product knowledge (Outlook, Excel, Word, etc.).

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 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

  • High school diploma or equivalent (GED)
  • Over one (1) year of customer service experience
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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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