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First Mid · 1 day ago

Treasury Management Officer II

Decatur, IL

Full-time

Onsite

Mid, Senior Level

5+ years exp

First Mid is a financial institution seeking a Treasury Management Officer II to develop and maintain commercial deposits and treasury/cash management customer relationships. The role involves providing high-quality customer service, increasing sales activities, and collaborating with other departments to support revenue growth.

BankingFinanceFinancial ServicesInsurancePersonal FinanceWealth Management

Hiring Manager

Jennifer Vahling-Wendt, PHR, SHRM-CP

Responsibilities

Responsible for representing the Bank to the customer in a courteous, professional manner and providing prompt, efficient, and accurate service

Call on customers and prospective customers to promote new and additional business for the Bank

Sell commercial bank services to customers and prospective customers; duties include explaining various accounts and marketing specific products such as credit cards, internet banking, merchant services, remote deposit, payment processing, and all other treasury management services

Cross-sell other bank products including lending, insurance, and trust and wealth management

Provides appropriate advice, counseling, and solutions to customer inquiries and problems. Works with other managers, departments, and staff as needed to proactively meet customer needs in a responsive and efficient manner

Represents the Bank and provides leadership in key community activities and committees

Participates in professional associations, and attends conventions, conferences, and seminars

Performs related duties as assigned, which may include acting in a sales management capacity (either producing or non-producing) coaching or managing other treasury officers and sales staff

Qualification

Treasury management knowledgeCommercial DDA account analysisBank productsServicesCTP designationExcel proficiencyMicrosoft Office proficiencyInterpersonal skills

Required

Bachelor's degree required or the equivalent of 5+ years of experience in sales and service in the financial industry

Experience with overall bank management is necessary

Thorough knowledge of bank products and services, bank credit and liability management, strong knowledge of business finance concepts, ability to read and understand company financial statements; possess strong mathematical skills and superior knowledge of Excel spreadsheets

Ability to analyze bank and account analysis statements and prepare written proposals

Thorough knowledge of Microsoft Office software including Outlook, PowerPoint, Excel, and Word; ability to leverage software to create presentations and solutions for internal and external customers

Adequate knowledge of both internal policies and procedures and the respective state and federal laws and regulations governing departmental functions to ensure the performance of individual job duties within the proper control environment

High level of interpersonal skills to interact with customers & potential customers in a professional manner

Travel required