Treasury Management Officer

Position Summary

As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You must achieve a deep knowledge of treasury concepts and products within your first year of employment. First Mid Bank and Trust’s clients cover a wide variety of industries including Professional Service Firms, Manufacturing, Retailers, Distributors, Agriculture, Healthcare, Hospitality, Municipalities and Non‑Profits.

You will be responsible for delivering services to potential clients on a needs‑based cost/profit driven model.

• Represent the bank to customers in a courteous, professional manner and provide prompt, efficient, and accurate service.
• Call on customers and prospective customers to promote new and additional business for the bank.
• Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships.
• Collaborate with bankers to provide integrated treasury solutions within a consultative and client‑driven framework.
• Work on business client reviews aligned to the client needs and bank solutions.
• Cross‑sell other bank products including lending, insurance, and trust and wealth management.
• Participate in professional associations, attend conventions, conferences, and seminars as required.
• Perform related duties as assigned.

• Bachelor’s degree preferred.
• 3 years banking experience or 4 years of other sales experience.

• Ability to grasp knowledge of bank products and services.
• 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.
• Experience of meeting or exceeding sales goals.
• High level of interpersonal skills to interact with customers & potential customers in a professional manner.
• Moderate travel may be required.

Entry level

Full‑time

Finance and Sales