Treasury Management Sales Advisor IV
Job Description
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.
Essential Functions/Responsibilities:
TM Sales Advisor IV is responsible for self-sourcing new relationships and pro-actively developing new business within an identified portfolio and market territory. This position is also responsible for servicing existing clients within an identified portfolio with the goal of retaining and expanding the overall relationship through solutions based selling of the bank's products and services.
TM Sales Advisor IV is the regional treasury management product expert and has obtained their CTP Accreditation or equivalent. This position is expected to have a large portfolio with complex relationships and may require management of less experienced treasury managers and / or support staff.
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job:
- Initiates and develops new commercial relationships cross selling all services of the Bank.
- Create organic growth in commercial deposits and fee income using solution selling techniques to exceed annual sales goals.
- Proactive servicing and maintaining of client portfolio
- Relationship Review and Working Capital Analysis of client relationships along with other internal stakeholders.
- Retain valued and profitable client relationships
- Portfolio Profitability Management: Deposit Spread Income, Fee Income, Product Penetration
- Risk Management reviews for ACH, Corporate Credit Card, and RDC Services.
Preferred Knowledge and Skills:
- 5 + years of relevant experience
- Bachelor's Degree or equivalent combination of education and experience.
- Advanced degree preferred
- Certified Treasury Professional Certification
- Advanced understanding of Cash Management concepts and Working Capital Management
- Industry and Relational Treasury Management Networks
Level of Complexity and Scope:
Degree of Independence and Decision-Making:
Required Supervisory Responsibilities:
Physical Requirements:
- Occasionally lifts and carries up to 50 lbs.
- Frequently lifts and carries up to 10 lbs.
- Frequently sits, stands, walks and drives.
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.
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.
Date Posted
04/04/2023
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