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Manage investments of assigned client portfolios. Communicate with clients using multiple formats (verbal in person or by phone; written electronic or paper) Direct purchases and sales in accordance with company policies and client directives. Administer asset mix in accordance with company policies and client directives. Contribute to content and format of investment mar
Posted Today
Provide sales and support directly to external clients and Treasury Management Sales Officers in a timely fashion. Partner with the product team and third party vendors to evaluate current and future product set. Assess processes, research alternative approaches for process improvement and implement changes. Joint calling with sales officers to gain client knowledge and b
Posted 3 days ago
First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) to join our team! This full time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We support you so yo
Posted 3 days ago
Own the asset and liability modeling process including Ensure the asset liability model (ALM) parameters, model upgrades, chart of accounts, and other model assumptions are maintained and updated. Ensure the ALM results are reasonable based on the rate environment. Recommend alternatives to the Corporate Treasurer and participate in decisions regarding balance sheet and i
Posted 3 days ago
Business Management 1. Review and act upon items for attention from broker / dealer (Cetera) 2. Monitor incoming and outgoing transfers 3. Process death claims 4. Assist with 1099s and other tax time issues 5. Communicate and process client Required Minimum Distributions (RMD) 6. Review of insufficient funds for periodic distributions 7. ACH maintenance 8. Manage and main
Posted 3 days ago
Complete accurate, unbiased due diligence review within required timelines and according to standards; Customer Identification Program (CIP), entity validation, facility structure, collateral security. Analyze, draft, finalize, and deliver high quality legal documents that are consistent with credit approval and compliant with state and federal laws and regulations. Work
Posted 3 days ago
Provide support for preparation and tracking of fiduciary tax returns, information reporting related to 1099s and retirement plans, estimates, and other related tax matters. Review transactions, asset coding and accounting system postings for tax impact and to ensure accuracy. Research corporate transactions to ensure correct accounting and reporting for tax purposes and
Posted 3 days ago
Provide assistance and support to the internal fraud prevention and monitoring program. Assist in establishing the internal fraud prevention framework, policies, procedures, reporting and methodologies. Stay abreast of existing new and emerging fraud trends as they relate to financial institutions and develop strategies to protect the corporation from these trends. Identi
Posted 3 days ago
First Merchants Bank
- Lafayette, IN / Monticello, IN / Daleville, IN
Execute daily tasks related to the Bank Secrecy Act/Anti Money Laundering monitoring program including but not limited to the validation procedures for the transactions data and monetary instruments feed into BAM; enter wire transfer data into BAM. Execute program assignments including review and process alerts generated from the BSA transaction monitoring system or by ot
Posted 3 days ago
First Merchants Bank
- Lafayette, IN / Monroe, MI / Daleville, IN / 3 more...
Function as the first point of contact for all Talent Acquisition case tickets. Respond to general Talent Acquisition questions from employees and managers and/or assign case tickets to other team members as needed. Review interview guides to ensure legal compliance and work with hiring managers on corrections. Document interviews in the Applicant Tracking System (ATS). S
Posted 3 days ago
First Merchants Bank
- Daleville, IN / Muncie, IN / Fort Wayne, IN / 4 more...
First Merchants Bank is seeking a Recruiter (Talent Acquisition Partner) to join our HR Team in one of several locations! This full time position will focus on partnering with hiring managers for the full cycle talent acquisition process. We will also look to you to help coach and train managers during the hiring process. As part of this role, you will focus on the follow
Posted 3 days ago
First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) to join our team! This full time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We support you so yo
Posted 3 days ago
1. Under the direction of or in collaboration with the Banking Center Manager develop, implement and lead sales tactics and strategies for the banking center to drive individual and team sales productivity while growing market share for deposits and loans through the following responsibilities 2. Engage the team in the sales management process including direct leadership
Posted 3 days ago
First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) to join our team! This full time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We support you so yo
Posted 4 days ago
First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) to join our team! This full time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We support you so yo
Posted 4 days ago
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