Treasury Management Advisor III

2 months ago

City of Saint Matthews, United States First Financial Bank Full time

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written

If you are interested and qualified for this role, we invite you to apply.

The Treasury Management Advisor III is responsible for providing expert advice and guidance to clients regarding their treasury management needs. The incumbent will analyze client financial data, identify opportunities for improvement, and recommend appropriate treasury management solutions to optimize cash flow, mitigate risk, and enhance operational efficiency. They collaborate with internal stakeholders, such as relationship managers and product specialists, to develop and implement customized treasury management strategies for clients.

Essential Functions/Responsibilities

  • Develop new client relationships by both Bank Partner introductions and directly self-sourced.
  • Retain identified clients through development of strong relationships, responsible for consistent review of client needs while strengthening Bank's revenue opportunities.
  • Generate organic growth in both deposits and fee income through thoughtful solutions minded direction to achieve stated annual goals.
  • Review, service and maintain client portfolio including Working Capital Analysis of client relationships along with other internal stakeholders.
  • Review Portfolio profitability; manage all exception pricing and account structure to minimize Bank's non-standard adjustments.
  • Complete Risk Management reviews for ACH, Credit Card, and RDC Services.
  • Introduce customers to other service related lines of business.
  • Attend all Bank sourced training and instruction sessions as applicable to Treasury Management

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

  • 5 years of Treasury Management experience
  • Bachelor's Degree or equivalent combination of education and experience.

Preferred Knowledge and Skills

  • Certified Treasury Professional Certification ("CTP")

Level of Complexity and Scope

  • Understands and regularly works on complex issues that requires in-depth evaluations of variable factors.

Degree of Independence and Decision-Making

  • Performs work with limited supervision and applies guidelines with proficiency.

Required Supervisory Responsibilities

  • No direct supervisory responsibilities
  • May help guide/mentor lower level Treasury Management Advisors

Physical Requirements

  • Frequently lifts and carries up to 10 lbs.
  • Ability to regularly travel within assigned market to meet with clients and internal partners.
  • Ability to travel outside of market as needed.

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.

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