First Merchants Corporation · 5 hours ago
Treasury Management Sales Associate
Indianapolis, Indiana, United States
Full-time
Onsite
Entry Level
1+ years expFirst Merchants Bank is seeking a Treasury Management Sales Associate to join our team! This role is responsible for driving the growth of treasury management services by engaging with clients and providing tailored solutions to meet their financial needs.
Financial Services
Responsibilities
Client Retention: Proactively engage with clients to ensure satisfaction with treasury management solutions, address concerns, and identify opportunities to strengthen relationships, reducing attrition. Collaborate with TMO to implement retention strategies
Cross-selling / Upselling: Proactively identify client needs by leveraging client interactions and data to uncover additional treasury management needs, proactively recommending solutions to clients that optimize cash flow, streamline operations, and mitigate risk
Joint Calls with Treasury Management Officer (TMO): Collaborate with TMO on joint calls to deliver an exceptional onboarding experience for clients, identifying sales opportunities during interactions
Client Education: Ensure clients fully understand the onboarding process for new relationships and services, effectively communicating the value of TM and identifying additional solutions that may benefit them
Client Retention: Regularly review client activities and accounts. Identify opportunities to cross-sell / up-sell TM services
Information Gathering: Collect and verify all necessary documentation and information from clients prior to submitting new Treasury onboarding requests, ensuring a smooth and efficient setup process
Service Level Agreement Compliance: Guarantee that requests are entered within the required Service Level Agreement (SLA) once complete documentation has been received, maintaining a focus on timeliness to enhance client satisfaction
Client Follow-Through: Maintain proactive follow-through with clients throughout the onboarding process, ensuring they are informed about the status of their services and identifying any additional needs that may arise
Post-Training Follow-Up: Conduct follow-up conversations with clients post-training to assess satisfaction, gather feedback, and promote any additional services or upgrades that could enhance their experience
Collaboration with TMO: Address any issues or concerns related to requests and onboarding with TMO, maintaining open lines of communication to foster a team-oriented approach to client service
Special Pricing Requests: Accurately complete any special pricing requests, working closely with clients to understand their needs and maximizing opportunities for upselling or cross-selling
Complex Issue Resolution: Partner with Treasury Solutions on complex issues, leveraging expertise to provide clients with tailored solutions and promoting additional services where appropriate
Exceptional Customer Service: Deliver outstanding customer service to Treasury Management clients, actively listening to their needs and providing solutions that align with their financial goals
Feedback Loop with TMO: Maintain an open feedback loop with the TMO regarding client interactions and sales opportunities, fostering a collaborative approach to sales and service delivery
CRM Tracking & Maintaining and Updating – TM Tracker
Qualification
Required
High school diploma or equivalent (GED)
A minimum of one (1) year of financial services or related experience
Preferred
Strong attention to detail and organizational skills
Problem-solving skills
Excellent verbal and written communication abilities
Ability to work in face paced environment and manage multiple priorities
Proficiencies in Microsoft Office Suite – particularly excel, word and PowerPoint
Familiarity with Treasury Management services is a plus
Ability to work independently
Benefits
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
Company
First Merchants Corporation
First Merchants Corporation is the largest financial services holding company in Central Indiana, headquartered in Muncie, Indiana.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Hardwick
Chief Executive Officer
Mike Rechin
President and CEO
Recent News
Inside INdiana Business
2024-04-16
2024-04-08
2024-04-08
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