The TM Solutions Advisor II prospects for new business within a specific geographic area.
Establish new services to existing clients
Improve the number of companies using FFB as their Primary Bank
Perfect the relationship with key depositors
Retain desired relationships
Perfect the designated portfolio position:
Number of services used
Account and Service structure
Improve portfolio position by margin and spread
Establish a calling plan to meet with each key depositor
Establish a plan to communicate regularly with entire portfolio;
client educational communication
product update/upgrade communication
a simple "just touching base"
Be the Treasury Management products and services expert
Refer business to Institutional-Public Funds
Specialist/Solutions Advisors/Services Representative and all Commercial Lending to include Specialty
Refer business to Retail, Business Banking, and Wealth Management
Bachelor’s degree or equivalent combination of education and experience.
5-7 years of relevant experience
CTP- Certified Treasury Professional
First Financial Bank - 2 years ago
First Financial Bancorp spreads itself thick. The holding company's flagship subsidiary, First Financial Bank, operates more than 120...