Treasury Management Relationship Associate

3 weeks ago

Indianapolis, United States First Merchant's Bank Full time
First Merchants Bank is seeking a Treasury Management Relationship Associate to join our team Treasury Management Relationship Associate is responsible to manage all levels of the client's treasury management operating relationship for treasury management solutions and deposits in consultation with the Treasury Management Sales Officer. This position is pivotal in ensuring the delivery of new accounts, maintenance and changes for client's services, responding to client inquiries, and responding to risks associated with fraud and ach.

Essential Duties and Responsibilities:

  • Customer Service
    • Provide tier 1 problem resolution for treasury management clients, employing independent judgment to resolve complex and technical issues swiftly. Offer training and guidance on new and existing products and services, ensuring clients are well-informed on features, functionalities, and enhancements.
    • Quickly identify client concerns related to treasury services, working cross-functional with internal teams to ensure timely resolution of issues, such as payment delays or system errors.
  • ACH
    • Monitor and review ACH transactions that exceed established limits, providing timely recommendations for decision making. Evaluate risk exposure and determine appropriate actions, such as approving exceptions, adjusting limits, or requiring additional security measures. Ensure adherence to bank policies while balancing client needs and mitigating risk.
  • New Accounts & Maintenance
    • Facilitate the opening of all commercial checking and savings accounts for Treasury Management clients ensuring all documentation is accurate and complete to streamline onboarding.
    • Ensure all client agreements and documentation comply with all bank policy and procedures, such as due diligence questions, Know Your Customer, and Certified Beneficial Ownership, all the while handling confidential information.
  • Fraud
    • Quickly respond to fraud incidents and coordinate the end-to-end by serving as the liaison between the client, internal fraud team, Treasury Management Officer, and Relationship Manager.
    • Recognize and respond to 'red flags' that can be related to fraud or high-risk situations. As first responders, it is critical this position understands and responds based on the time critical and urgency around situations and escalates to management if necessary.
In order to be successful in this position, we require the following:
  • High school diploma or equivalency (GED).
  • One (1) year of customer service experience.
  • One (1) year of retail, financial sales, or call/contact center experience.
  • One (1) year of Microsoft Outlook applications experience.
The following would be a plus:
  • Treasury Management experience.
First Merchants offers the following:
  • 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

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

  • Treasury Analyst

    2 months ago

    Indianapolis, United States Vaco Remote Work Freelance Full time

    Job Title: Senior Treasury Analyst - ContractorLocation: Indianapolis (Hybrid schedule) Job Summary:The Senior Treasury Analyst plays a key role in managing the company’s cash flow, liquidity, and financial risk. This position involves complex analysis, forecasting, and reporting to ensure the efficient management of the company’s financial resources....

  • Treasury Management Service Specialist II

    5 months ago

    Indianapolis, United States Huntington National Bank Full time

    Description Summary: The Treasury Management Service Specialist II provides support to the Specialized Mortgage Services team. Prioritizes complex onboarding’s and ensures they are completed on time with minimal impact to the customer. Takes ownership of service issues and ensures they are completed on time with recognized accepted resolution by...

  • Consumer Relationship Manager

    4 weeks ago

    Indianapolis, Indiana, United States First Financial Bancorp Full time

    Role OverviewAs a Consumer Relationship Manager at First Financial Bancorp, you will be responsible for building and maintaining strong client relationships by providing exceptional customer service and financial solutions. This role requires excellent communication and interpersonal skills, as well as the ability to work in a fast-paced environment.Key...

  • Relationship Manager

    6 months ago

    Indianapolis, United States Team Select Home Care Full time

    Overview You can apply by texting TSC to 97211 Now offering DailyPay! Ask us about it! Are you looking for an exciting opportunity with an expanding home health care company? Are you eager to prove yourself, be valued and grow? It is in your best interest to apply and hear more about what we have to offer!  Team Select’s mission is to take every...

  • Relationship Banker

    2 days ago

    Indianapolis, United States Old National Bank Full time

    Overview: Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through...

  • Relationship Banker

    3 days ago

    Indianapolis, United States Old National Bank Full time

    Overview: Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through...

  • Insurance Relationship Manager

    1 week ago

    Indianapolis, Indiana, United States Connie Mortensen - State Farm Agent Full time

    Job SummaryWe are seeking a highly motivated and customer-focused professional to join our team as an Insurance Relationship Manager. This role involves establishing strong relationships with customers, providing exceptional service, and educating them about insurance options.About UsOur agency is a leading provider of insurance services, and we pride...

  • Client Relationship Manager

    7 days ago

    Indianapolis, Indiana, United States Balance Claims Full time

    At Balance Claims, LLC we're seeking a seasoned Client Relationship Manager to join our Indianapolis team. As the face of our organization, you'll be responsible for fostering long-term relationships with our contractor clients nationwide.The ideal candidate will possess excellent communication skills, both written and verbal, with a proven track record in...

  • Logistics Relationship Manager

    6 days ago

    Indianapolis, Indiana, United States Spot Freight Inc Full time

    Freight Account RepresentativeAbout Us:Spot Freight Inc is one of the fastest-growing companies in North America, consistently ranked on the Inc. 5000's Fastest Growing Companies list and recently selected for Selling Power's Best Companies to Sell for three consecutive years.We've grown from two people in a small office to over 350 employees between our...

  • Associate Environmental Project Manager

    6 months ago

    Indianapolis, United States Waste Management Full time

    As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. WM, a Fortune 250 company, is the leading provider of comprehensive waste and environmental services in North...

  • Director, Corporate Communications

    1 month ago

    Indianapolis, United States MasterBrand Cabinets LLC Full time

    Job DescriptionThe Director, External Communications reports to the Vice President, Investor Relations, Treasury, and Corporate Communications. The Director, Corporate Communications is the principal contact for external media relations and ensure best-in-class internal communications across MasterBrand. This position will partner closely with investor...

  • Client Relationship Manager

    2 months ago

    Indianapolis, United States Travel For You And Me Full time

    We are seeking an outgoing individual for our Client Relationship Manager opportunity.. As a Coordinator you will be responsible for booking amazing trips for corporate and leisure clients in destinations all around the world! This is great for anyone who absolutely loves to travel and help others with planning. Roles & Responsibilities Research Create and...

  • Rebate Manager

    2 months ago

    Indianapolis, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionLHH is assisting our food distribution client in their search for a qualified Rebate Manager to add to their growing team. Reporting to the VP / Corporate Controller, this position will act as a point of contact for customers and clients, supporting the general accounting functions, including, but not limited to intercompany...

  • Corporate Credit Associate

    2 months ago

    Indianapolis, United States Tailored Management Full time

    Corporate Credit Associate Pay Rate: $32/hour Location: 9115 Hague Road, Indianapolis, IN 46256 Hours: The position is a Hybrid role and will work the following schedule: The hours are between 7:30 a.m. - 8:30 a.m. to 5 p.m. (Will work 8 hours with minimum 30 minute lunch) There may be workshops or training that will require you to be on-site. 3 days a week...

  • DispatchHealth Management | Radiologic Technologist | indianapolis, in

    1 week ago

    indianapolis, United States DispatchHealth Management Full time

    How You'll Make an Impact:An X-Ray Technologist will perform mobile diagnostic imaging procedures in a variety of settings and locations to support the diagnostic and treatment of disease and injuries. This position will also performadditionalduties tomaintainand enhance patient care, customer service, image quality, operational efficiency, and the training...

  • Associate Field Project Manager

    3 days ago

    Indianapolis, United States Johnson Controls Full time

    Associate Field Project Manager at Johnson Controls summary: As an Associate Field Project Manager, you will oversee the execution of small dollar Fire Install Projects ensuring they are completed on time and within budget while adhering to industry standards. You will coordinate with various teams and stakeholders, manage project risks, and maintain...

  • DispatchHealth Management | Radiologic Technologist | indianapolis, in

    5 days ago

    indianapolis, United States DispatchHealth Management Full time

    Radiologic Technologist at DispatchHealth Management summary: As a Radiologic Technologist, you will perform mobile diagnostic imaging procedures to assist in the diagnosis and treatment of patients in various settings. Your responsibilities include operating portable radiologic equipment, ensuring compliance with safety standards, and maintaining high...

  • IT Project Manager

    1 week ago

    Indianapolis, United States Global Channel Management Full time

    About the job IT Project Manager IT Project Manager needs strong IT Project Management skills with 5-7 years of experience IT Project Manager requires: Experience with agile methodologies Experience organize work in Jira and running Jira reports to track progress Experience managing IT system deployment projects, particularly mobile applications IT Project...

  • IT Project Manager

    1 week ago

    Indianapolis, United States Global Channel Management Full time

    About the job IT Project Manager IT Project Manager needs strong IT Project Management skills with 5-7 years of experience IT Project Manager requires: Experience with agile methodologies Experience organize work in Jira and running Jira reports to track progress Experience managing IT system deployment projects, particularly mobile applications IT Project...

  • IT Project Manager

    1 month ago

    Indianapolis, United States Global Channel Management Full time

    About the job IT Project Manager IT Project Manager needs strong IT Project Management skills with 5-7 years of experience IT Project Manager requires: Experience with agile methodologies Experience organize work in Jira and running Jira reports to track progress Experience managing IT system deployment projects, particularly mobile applications IT Project...