Treasury Management & Card Sales Officer

UMB Bank; Madison (WI); On-site; USD 98,000 - 145,000; Full time

Benefits offered by this job

401(k) matching

Paid Time Off

Health insurance

Tuition reimbursement

Wellbeing program

Job summary

UMB Bank is seeking a Treasury Management and Cards Sales Officer in Wisconsin to grow Treasury Management and Card solutions. You will manage existing clients and develop new relationships, focusing on revenue growth while ensuring risk controls and credit policies are followed.

The role requires deep treasury product knowledge, strong communication, and the ability to network locally among industry groups. A bachelor’s degree and relevant banking experience are preferred.

Qualifications

• 3+ years banking experience with 2+ years in selling or supporting commercial or treasury services.
• Proven ability to prospect, network & influence at various levels within a company and with clients.
• Knowledge of Treasury Management products and corporate cashflow processes.
• Knowledge of market/industry trends and strong communication skills.

Responsibilities

• Manage a portfolio of existing clients with focus on profitable, organic revenue growth.
• Grow new-to-bank client portfolio with focus on revenue growth.
• Understand client organizations and communicate operational credit exposures and risks.
• Design customer-centric treasury management solutions and provide consultative liquidity management expertise.
• Develop and maintain relationships with prospects to expand business profitably.

Skills

Banking experience

Treasury management

Commercial cards

Sales & prospecting

MS Office proficiency

Communication skills

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

As a Treasury Management&Cards Sales Officer ,you will be focused on growing Treasury Management and Cards solutions. The Treasury Management & Card Sales Officer (TMCSO) will alsobe responsible formaintainingand cross-selling. This roleis responsible fordirectly and/or indirectly selling andmaintainingdepository accounts, treasury managementservicesand Commercial Card solution sets. The TMCSO partners with internal stakeholders to be the single point of accountability and/oradvisor’sonprospects’and clients’ deposit, treasury management,riskand other company payments needs.They focus on creating and delivering customized client centric solutions through a consultative approach.

Start with us for service,supportand solutions. As your business needs evolve, you need dependable business solutions to support your strategy. Whetheryou’relaunching a new product, planning anexpansionor maximizing cash flow, start with us. We are ready to help you reach your goals with business solutions designed to keep you and your business moving forward.

_Howyou’llspend your time:_

• You will manageaportfolio of existing clients withfocuson profitable, organic revenue growth and minimizing attrition.

• You will manageportfolioof new-to-bank clients withfocuson revenue growth.

• You will know and understandbusiness’sorganization, expected activity;identifyand communicate operational credit exposures and other risks.

• You will understand treasurymanagementproduct risk and ensure UMB’s credit policies and other risks (e.g., reputational, legal) are adhered to and mitigated.

• You willestablishappropriate expectationsfor onboarding including execution of documentation and ensurerampof sold services.

• You will conduct independent and codependent sales calls on companies to generate new,high-qualityand profitable Treasury Management and deposit business to achieve or exceed specificyear over yeargrowth goals.

• You will take a role inmarketby actively engaging in local industry associations, networking groups and /or community associations.

• You willidentifyworking capital efficiency opportunities for a business and deepenrelationshipsaccordingly;ensure business awareness of market and industry trends;identifydissatisfiers and escalates appropriately.

• You will identify and refer ancillary business opportunities to appropriate partners.

• You will design customer-centric treasury managementsolutions, andprovide consultativeexpertiseon the liquidity management cycle.

• You willidentifyboth internal and external prospects; Develop andmaintainrelationships with prospects to profitably expand business.

• You will provide thought leadership within and outside market through, but not limited to, hosting corporate events,attendingand speaking at industry conferences, etc.

• You will engage with internal marketing in the design of sales collateral and company-sponsored marketing.

• Other duties as assigned.

_We’reexcited to talk with you if:_

• You have3+yearsbanking experience with 2+ years in selling or supporting commercial or treasury services.

• Youdemonstratetheability to prospect,network& influenceat various levels within a company and with clients – very self-motivated.

• You are knowledgeable inTreasury Management products and services, corporate cashflow process.

• You are knowledgeable of market/industry trends.

• Youdemonstrateexcellent communication skills (written& verbal).

• Demonstratesproficiencyin Microsoft products (Word, Excel, PowerPoint)

• You have a knowledge of credit and operational risk.

• You have knowledge of Commercial Payments & Cards.

• You have knowledge of TM& card-based applications .

_ Bonus points if: _

• YoupossessaBachelor’sdegree.

• You hold one of the following certifications:Certified Treasury Professional (CTP) or Certified Cash Management (CCM).

• You have a strategic sales planning ability to define target markets and strategic sales approaches.

This position was posted on 08/25/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range:

$98,208 - $144,705

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?

You’re more than a means to an end—a way to help us meet the bottom line. UMB isn’t comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You’ll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [e-mail] to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

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