Treasury Management Advisor III

This is a fully remote position, open to applicants in Michigan.

📋 Description

• Establish new client connections through introductions from Bank Partners and proactive self-sourcing.

• Maintain relationships with identified clients by fostering strong connections and regularly assessing their needs.

• Drive organic growth in deposits and fee income by providing solutions-focused guidance.

• Manage, service, and review the client portfolio, which includes conducting working capital analyses.

• Assess portfolio profitability and oversee exception pricing and account structures to reduce non-standard adjustments.

• Conduct risk management evaluations for ACH, credit card, and RDC services.

• Connect customers with additional service-related business lines.

• Participate in relevant Bank-sourced training and instructional sessions.

• Collaborate with relationship managers, product specialists, and other internal stakeholders to create and execute tailored treasury management strategies.

• Examine client financial data and suggest treasury management solutions that enhance cash flow, reduce risk, and improve operational efficiency.

⛳️ Requirements

• Minimum of 5 years of experience in Treasury Management.

• Bachelor's Degree or a comparable combination of education and experience.

• Proficiency in analyzing client financial data and understanding treasury management requirements.

• Capability to devise and implement customized treasury management strategies.

• Comprehension of complex issues requiring thorough evaluation of various factors.

• Ability to operate with minimal supervision while applying guidelines effectively.

• Willingness to travel regularly within the assigned market to engage with clients and internal partners.

• Flexibility to travel outside the market as necessary.

• Frequently lift and carry items weighing up to 10 lbs.

• Must adhere to all compliance requirements set by state and federal laws, regulations, and First Financial Bank policies, including the Bank Secrecy Act, Anti-Money Laundering, OFAC, suspicious activity reporting, lending, and deposit compliance standards.

• Certified Treasury Professional (CTP) designation is preferred.

🏝️ Benefits

• Eligibility for incentives; all positions are eligible for incentives except for Co-Op, Intern, or Student roles.

• Comprehensive benefits and programs that promote the overall wellbeing of associates.

• Access to Bank-sourced training and instructional sessions.

• Opportunities for professional development and training.

• Potential to guide and mentor junior Treasury Management Advisors.