Treasury Management Executive

Busey Bank; Bloomington (IN); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical, dental, vision insurance

Job summary

Busey Bank is seeking a Treasury Management Executive to manage and pursue treasury management fee income, deposit growth, and product penetration across an assigned portfolio. The role involves cross-selling to clients and collaborating with commercial relationship managers.

Applicants should hold a Bachelor's degree in Finance or Business and have 4–6 years of related experience. Strong communication and sales skills are essential. Compensation includes a base salary between $65,000 and $85,000, alongside a comprehensive benefits package.

Qualifications

• 4–6 years experience in Treasury Management and/or payment technology sales.
• Demonstrated track record of achieving and surpassing quota.
• Strong knowledge of compliance regulations.

Responsibilities

• Manage and cross-sell to existing Treasury Management clients.
• Develop new business with prospective clients.
• Prepare pricing/profitability models and proposals.
• Maintain client data in the CRM system.

Skills

Oral and written communication skills

Sales and customer service skills

Knowledge of Treasury Management products

Ability to multi-task

Education

Bachelor’s degree with emphasis on Finance or Business

CTP certification (preferred)

Tools

Microsoft Office

Job description

Position Summary

The Treasury Management Executive manages and pursues treasury management fee income, deposit growth and product penetration across an assigned portfolio of existing clients. Additionally, the TME I collaborates with commercial relationship managers to develop new business with prospective clients.

Responsibilities

• Manage and actively cross‑sell into an existing portfolio of Treasury Management clients to drive treasury and card fee income, deposit growth and product penetration.
• Work closely with commercial relationship managers to develop new business with prospective clients.
• Proactively schedule sales calls with assigned clients, and attend sales calls scheduled by other line of business partners.
• Schedule, prepare, attend and manage follow‑up from annual Treasury Management client reviews.
• Prepare treasury and commercial card pricing/profitability models, proposals, presentations and payment cycle reviews.
• Identify opportunities for merchant services and receivables within existing and prospective clients and make qualified referrals to FirsTech.
• Meet regularly with line of business partners to discuss referral business opportunities and market trends.
• Coordinate and/or provide assistance for RFPs, pitch books and contract negotiations with internal stakeholders.
• Coordinate product demonstrations for clients.
• Gather data, processing instructions, documentation and other information required to facilitate new client Treasury Management implementations.
• Maintain client data in the Customer Relationship Management (CRM) system, developing account strategies, prioritizing prospects/clients and logging calls.
• Clearly and accurately communicate complex solutions to clients; suggest products and services that increase efficiency and/or reduce risk of fraud.
• Assist internal associates with negotiating contract terms with clients.
• Provide cross‑sell referrals to other functional areas within the Bank.
• Remain current with all Treasury Management products and services as well as regulatory requirements and understand their impact on the Treasury Management function.
• Complete job assignments in a professional, timely and efficient manner; organize and prioritize work; utilize appropriate technology and service tools for tracking of internal and external requests.
• Develop and maintain trusted, positive relationships with other associates, clients and vendors.
• Represent Busey Bank and the Treasury Management team in a highly professional manner.
• Maintain confidentiality; adhere to Busey Bank policies and procedures; comply with laws, regulations and industry best practices.
• Maintain reliable and predictable attendance.

Qualifications

• Strong oral and written communication skills.
• Strong sales and customer service skills.
• Advanced knowledge of Treasury Management products, commercial payments and banking, electronic business banking platforms and other financial services.
• Knowledge of compliance regulations.
• Ability to multi‑task and work independently.
• Result oriented with excellent execution and closing capabilities.
• Ability to solve problems independently while applying logic and discretion.

Education & Experience

Requires Bachelor’s degree with emphasis on Finance or Business; 4‑6 years Treasury Management and/or payment technology sales, with a demonstrated track record of achieving and surpassing quota. CTP certification preferred. Requires strong knowledge of Microsoft Office.

Compensation and Benefits

Base pay range: $65,000 – $85,000 per year. The role may be eligible for bonus or incentives based on company and individual performance.

Busey provides a competitive Total Rewards package, including a 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company‑paid life insurance and long‑term disability, supplemental voluntary life insurance, short‑term and long‑term disability, wellness incentives and an employee assistance program. Eligible associates may also take advantage of pre‑tax health savings accounts and flexible spending accounts.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. Busey is an Equal Opportunity Employer, including Disability/Vets.