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Assistant To Treasurer Jobs in Indiana (NOW HIRING)

Treasury Solutions Specialist

Daleville, IN · On-site

$15 - $20.50/hr

... assigned to ensure strategic support. * Assist with outbound calls as needed. * Provide ... Knowledge of treasury products. * Prior banking experience. * Microsoft product knowledge (Outlook ...

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... to the treasury team for further processing. • Assemble, review, and distribute outgoing benefit checks to clients in accordance with established procedures. • Track archived records and support ...

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Assistant To Treasurer information

What are the key skills and qualifications needed to thrive as an Assistant To Treasurer, and why are they important?

To thrive as an Assistant To Treasurer, you need a solid background in finance or accounting, attention to detail, and proficiency in managing financial records, often supported by a relevant degree. Familiarity with financial management software like QuickBooks, Microsoft Excel, and possibly certifications such as CPA or CMA is highly valuable. Strong organizational skills, discretion, and effective communication are essential soft skills for supporting financial operations and interacting with stakeholders. These abilities ensure accurate financial reporting, compliance, and efficient treasury management within an organization.

What are the typical daily responsibilities of an Assistant to Treasurer, and how do they support the organization's financial operations?

As an Assistant to Treasurer, your daily responsibilities often include preparing financial reports, assisting with cash flow management, and reconciling accounts. You may also help with budget tracking, monitor banking transactions, and support the Treasurer in ensuring compliance with financial policies. Collaboration with accounting staff and other departments is common, as you gather data or clarify financial transactions. This role offers a great opportunity to develop a strong understanding of financial processes and can serve as a stepping stone to more senior finance positions.

What does an Assistant to Treasurer do?

An Assistant to Treasurer supports the treasurer in managing an organization’s financial activities, including preparing financial reports, processing transactions, and maintaining accurate records. They may assist in budgeting, tracking expenditures, and ensuring compliance with financial regulations. Their role often involves administrative tasks like scheduling meetings, handling correspondence, and supporting audits. The Assistant to Treasurer helps ensure that the financial operations run smoothly and efficiently.

What is the difference between Assistant To Treasurer vs Bookkeeper?

AspectAssistant To TreasurerBookkeeper
CredentialsTypically requires a degree in finance, accounting, or related fieldOften requires a high school diploma or associate degree
Work EnvironmentFinancial departments, corporate offices, government agenciesAccounting firms, small businesses, organizations with basic financial record-keeping
Primary ResponsibilitiesAssisting with financial planning, reporting, and treasury operationsRecording financial transactions, maintaining ledgers, reconciling accounts

The Assistant To Treasurer generally handles more complex financial tasks, supporting treasury functions and financial planning, while a Bookkeeper focuses on day-to-day transaction recording. Both roles are essential in financial management but differ in scope and required expertise.

What are popular job titles related to Assistant To Treasurer jobs in Indiana? For Assistant To Treasurer jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Assistant To Treasurer jobs in Indiana look for? The top searched job categories for Assistant To Treasurer jobs in Indiana are:
What cities in Indiana are hiring for Assistant To Treasurer jobs? Cities in Indiana with the most Assistant To Treasurer job openings:
Infographic showing various Assistant To Treasurer job openings in Indiana as of May 2026, with employment types broken down into 78% Full Time, and 22% Part Time. Highlights an 99% Physical, and 1% Hybrid job distribution.
Treasury Solutions Specialist

Treasury Solutions Specialist

First Merchants Bank

Daleville, IN

$15 - $20.50/hr

Full-time

Posted yesterday


First Merchants Bank rating

7.6

Company rating: 7.6 out of 10

Based on 16 frontline employees who took The Breakroom Quiz

80th of 141 rated banks


Job description

First Merchants Bank is seeking a Treasury Solutions Specialist to join our team. This position will provide issue resolution to treasury customers via phone call/email relate to treasury products. Perform maintenance and new product setup on customer accounts, and deliver a superior on-boarding experience by building connectivity to solidify the relationship with the customer and ensure that service is provided in an exemplary fashion.

As part of this role you will:

  1. Develop expertise in the use of the various treasury products.
  2. Answer incoming calls and deliver extraordinary service that exceeds the caller’s expectations. Handle calls with professionalism, demonstrating a sense of ownership, with a goal of one call resolution achieving established service standards.
  3. Answer customer questions, resolve issues and provide in-depth client and internal sales staff support on all treasury products (deposit products, Online Banking, ACH, Remote Deposit Capture, Wire Transfer, Positive Pay, Account Analysis, Loans, Bill Pay, etc.).
  4. Perform maintenance on customer accounts and work closely with the Treasury management Sales team to set up new customers and perform the on-boarding of new customers (i.e. training on products).
  5. Assist with special assignments, projects, or other work-related duties as assigned to ensure strategic support.
  6. Assist with outbound calls as needed.
  7. Provide personalized service that supports the client’s needs and builds the relationship.
  8. Assist with online banking enrollments as needed.

In order to be successful in this position, we require the following:

  • High school diploma or equivalent (GED).
  • Over one (1) year of customer service experience.

The following would be a plus:

  • Knowledge of treasury products.
  • Prior banking experience.
  • Microsoft product knowledge (Outlook, Excel, Word, etc.).

First Merchants offers the following:

  • 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

A little about us:

First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.

Our Vision is:

To enhance the financial wellness of the diverse communities we serve.

Our Mission is:

To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team:

"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."

Apply today to begin your career with us!


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