Treasury Management Advisor II

About the role

The Treasury Management Advisor II is a financial professional that specializes in providing guidance and support to clients in managing their treasury operations. The incumbent will work closely with businesses and organizations to optimize their cash flow, liquidity, and risk management strategies. Responsibilities include analyzing financial data, developing cash management solutions, recommending investment strategies, and ensuring compliance with regulatory requirements. This role requires strong analytical skills, knowledge of financial markets, and the ability to build and maintain client relationships.

Responsibilities

• Develop new client relationships by both Bank Partner introductions and directly self-sourced.
• 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.
• 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.

Requirements

• 3 years of banking experience.
• Bachelor’s Degree or equivalent combination of education and experience.

Qualifications

Performs work that requires analysis of complex information to devise client delivery solutions.

Skills

• Regularly uses evaluation, judgement, and interpretation to select the right course of action within established guidelines.
• Works with limited supervision and has work reviewed when necessary.
• No direct supervisory responsibilities; may help guide/mentor lower level Treasury Management Advisors.
• Frequently lifts and carries up to 10 lbs.
• Frequently sits, stands, walks and drives.
• Ability to regularly travel within assigned market to meet with clients and internal partners.
• Ability to travel outside of market as needed.

Pay

Pay Range: $74,000/year to $100,000/year