Treasury Management Officer

United StatesUnited States·Indianapolismid
OperationsManagement
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Quick Summary

Key Responsibilities

Enhance existing customer relationships through the introduction of new services/products that improve customer satisfaction.

Technical Tools
OperationsManagement

Responsibilities

~2 min read
  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.
  • 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.

Nice to Have

~1 min read
  • 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.
  • 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

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.

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

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

"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!

Location & Eligibility

Where is the job
Indianapolis, United States
On-site at the office
Who can apply
US

About this job

Who can apply
United States
Posted
Today
Employer
has 103 open jobs on Jobera.

Listing Details

Posted
October 20, 2026
First seen
October 20, 2026
Last seen
October 20, 2026

Posting Health

Days active
0
Repost count
0
Trust Level
56%
Scored at
October 20, 2026

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Treasury Management Officer