Service advisor Jobs in Akron, OH

Treasury Management Advisor I

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.

The Treasury Management Advisor I is responsible for providing comprehensive financial solutions and advice to clients in the area of treasury management. They work closely with clients to understand their cash management needs and develop strategies to optimize their cash flow, mitigate risks, and maximize returns on investments. The incumbent will analyze financial data, assess market trends, and recommend appropriate treasury management products and services to meet client needs. The Treasury Management Advisor I also provides ongoing support and guidance to clients, ensuring the smooth implementation and utilization of treasury management solutions.

Essential Functions/Responsibilities

• Develop new client relationships through Bank Partner introductions and directly self-sourced.
• Develop deeper Treasury Management relationships with Retail small business customers and mid-size businesses. assigned to Business Specialists.
• Service existing clients within an identified portfolio with the goal of retaining and strengthening the overall relationship through solutions-based selling of the bank's Treasury Management products and services.
• 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.
• Collaborate internally with key partners to enhance and strengthen small to mid-size business relationships.
• Develop and deliver client and internal training presentations.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• 2 years of banking experience.
• Bachelor's Degree or equivalent combination of education and experience.

Preferred Knowledge and Skills

• Knowledge of branch structure and the small business customer.

Level of Complexity and Scope

• Regularly performs work that is varied, but routine and may perform analysis on a variety of factors to solve moderately complex problems.

Degree of Independence and Decision-Making

• Follows established guidelines and works under regular supervision (either management or Senior Treasury Management Advisors).

Required Supervisory Responsibilities

• None

Physical Requirements

• Frequently lifts and carries up to 10 lbs.
• Ability to regularly travel within assigned market to meet with clients and internal partners.
• Ability to travel outside of market as needed.

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.

Development and Training

Pay Range:

$74,000/year to $100,000/year

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

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.