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Treasury Management Advisor III
2 months ago
- Louisville, KY (St. Matthews) 40207 - Hybrid
- Cultivate new client relationships through introductions by Bank Partners and self-sourcing efforts.
- Maintain and nurture existing client relationships by consistently assessing their needs and enhancing the Bank’s revenue opportunities.
- Drive organic growth in deposits and fee income by providing thoughtful, solution-oriented guidance to meet annual goals.
- Oversee, service, and maintain a client portfolio, including conducting Working Capital Analysis in collaboration with internal stakeholders.
- Assess portfolio profitability and manage exception pricing and account structures to minimize non-standard adjustments.
- Conduct Risk Management reviews for ACH, Credit Card, and RDC Services.
- Introduce clients to other service-related lines of business.
- Participate in all Bank-provided training and instructional sessions relevant to Treasury Management.
- 5 years of Treasury Management experience
- Bachelor’s Degree or equivalent combination of education and experience.
- Understands and regularly works on complex issues requiring in-depth variable factor evaluations.
- Performs work with limited supervision and applies guidelines with proficiency.
- No direct supervisory responsibilities
- May help guide/mentor lower-level Treasury Management Advisors
- Certified Treasury Professional Certification ("CTP")