Treasury Management Executive

Busey Bank; Tulsa (OK); On-site; USD 63,000 - 80,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical

Dental

Vision

Life insurance

Job summary

Busey Bank is seeking a Treasury Management Executive to drive treasury management fee income, grow deposits, and expand product penetration across an assigned client portfolio. You will partner with commercial relationship managers to win new business and coordinate pricing, proposals and client reviews.

Ideal candidates have strong sales, regulatory knowledge, and expertise in TM products, electronic banking platforms and banking services.

Qualifications

• Strong oral and written communication skills.
• Strong sales and customer service skills.
• Advanced knowledge of TM products, commercial payments and banking.
• Electronic business banking platforms and other financial services.
• Compliance regulations.

Responsibilities

• Cross-sell into an existing Treasury Management client portfolio to drive fee income, deposits and product penetration.
• Collaborate with commercial relationship managers to develop new business with prospects.
• Schedule and attend client sales calls and follow-up from reviews.
• Prepare treasury and commercial card pricing, profitability models, proposals and presentations.
• Identify merchant services and receivables opportunities and refer to FirsTech.
• Meet regularly with line of business partners to discuss referrals and market trends.
• Coordinate RFPs, pitch books and contract negotiations with internal stakeholders.
• Coordinate product demonstrations for clients.
• Gather data and documents for new client Treasury Management implementations.
• Maintain CRM data, develop account strategies, and log calls.

Skills

Communication skills

Sales experience

TM products knowledge

Electronic banking platforms

Regulatory compliance

Education

Bachelor’s degree in Finance or Business

4–6 years TM/payments sales

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.

Duties & 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, as well as 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, proposal, presentations and payment cycle reviews.
• Identify opportunities for merchant services and receivables opportunities 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 negotiation 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, including 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 client.
• 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 the impact to 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.
• Reliable and predictable attendance.

Education & Experience

Knowledge of:

• Strong oral and written communication skills
• Strong sales and customer service skills
• Advanced knowledge of TM products, commercial payments and banking
• Electronic business banking platforms and other financial services
• Compliance regulations

Ability to:

• Multi-task and work independently
• Results oriented with excellent execution and closing capabilities
• Solve problems independently while applying logic and discretion

Education and Training: 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

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $63,000 - $80,000/yr)

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 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. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

• 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
• an employee assistance program
• pre-tax health savings accounts
• flexible spending accounts

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering extraordinary excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

Busey offers diverse employment opportunities - both remote and onsite in Arizona, Colorado, Florida, Illinois, Indiana, Kansas, Missouri, New Mexico, Oklahoma and Texas.

We strive to place talent applicants in positions that fit both their skillset and career goals.

As part of Team Busey, we promise to provide challenges that both drive your career progression and allow opportunities for growth!

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering extraordinary excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.

Every day, our associates live Busey’s core values, doing better business, building stronger relationships and creating thriving communities—while delivering meaningful value to shareholders.