Senior Treasury Advisor

First Merchants Corporation Daleville , IN 47334

Posted 3 months ago

Position Goals:Provide leadership to the treasury management solutions team by helping others deliver personalized service that support the client's needs and builds the relationship. Participates in a collaborative environment with treasury sales staff to ensure that needs are being met which includes acting as the point of contact with institutional account customers and other high touch customers.Direct Management Received:Under the general guidance of the Manager, Treasury Management SolutionsDirect Management Exercised:NoneEssential Duties and

Responsibilities:
* Answer incoming calls and deliver extraordinary service that exceeds the caller's expectations. This includes onboarding of customers and assisting with issue resolution. All calls must be handled with professionalism, demonstrating a sense of ownership, with a goal of one call resolution. * Perform periodic business process review/analysis in order to drive efficiency. * Ensure full understanding of treasury products and services including customer set-up and maintenance. * Act as point of contact for institutional accounts and other "high touch" customers with the goal of building connectivity and solidifying relationships. * Work with management team to design and craft new strategies and implement best practices. * Participate in projects as needed (application upgrades, mergers/acquisitions, etc.). * Work closely with treasury management sales which may include onsite client visits and demonstrations of products, as well as providing support for complex sales opportunities and service issues. * Assist with developing training manuals and procedural documentation. * In the absence of management, handle "escalated" calls from Treasury Solutions Specialists.Knowledge, Skills and Abilities:In addition to the list below, it is understood that all positions with the company require individuals who possess a pleasant and friendly attitude, project sensitivity towards customers and fellow employees, and maintain a neat and clean professional appearance. Core competencies have been identified as relevant to every position within the company and include: Ethics and Integrity, Listening, Business Acumen, Customer Focus, Approachable and Savvy, Action Oriented, Managing Time & Priorities, Work/Life Balance, Composure & Patience, Drive for Results, Self Development & Knowledge, Dealing with Change, Decision Quality, and Informing.Competencies:Communication (Verbal Communication and Written Communication)* Listens, shows interest * Demonstrates appropriate non-verbal skills and clarifies with questions and paraphrases * Informs, encourages the exchange, access and sharing of information * Modifies communication style appropriately * Is able to write clearly and succinctly to get messages across to the intended receiver for the desired effectFunctional/Technical Skills * Understands processes and procedures necessary to successfully perform tasks * Possesses the technical and computer skills required in the position * Demonstrates the ability to learn rapidly and adapt quickly to new processes and technologyManaging Time & Priorities * Uses his/her time effectively and efficiently * Focuses efforts on important priorities * Accomplishes more tasks and assignments in less time * Can attend to several priorities at a time * Eliminates roadblocks and stays focused * Plans daily tasks so important work is accomplished * Uses workplace tools, technology or personal methods to keep track of priorities and assignments * Prioritizes and works on multiple tasks effectively while maintaining high quality work resultsWorking Relationships (Boss Relationships and Peer Relationships)* Works well in cooperation with others for the benefit of the company * Receives and carries out instruction in a positive manner * Responds well to constructive critique from manager and peers * Remains open to learning and coaching * Viewed as a team player by being cooperative and collaborativeProcess Execution * Good at figuring out the process to use to get things done * Knows how to separate and combine tasks into efficient workflow * Can follow the process through to resultsLocation Daleville Data Center Work Hours Mon-Fri 8-5 RequirementsPosition

Requirements:
Education- High school diploma or equivalent (GED).Experience- Two (2) years of customer service experience and a minimum of two (2) years of banking or financial services experience.Other- None.Preferred

Requirements:
Bachelor's degreeKnowledge of treasury products and services.Proficient with Microsoft Office Suite. * Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. * Please view Equal Employment Opportunity Posters provided by OFCCP here. * 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)Apply Online Send This Job to a FriendCareers*
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