Treasury Management Executive

Busey; 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 in Tulsa, OK seeks a Treasury Management Executive to drive treasury management fee income, grow deposits and cross-sell products across an existing client portfolio, while collaborating with commercial relationship managers to win new business.

You will schedule client reviews, develop pricing models, coordinate RFPs and demonstrations, and work with partners to present solutions that improve efficiency and reduce risk for clients.

Qualifications

• Bachelor’s degree in Finance or Business required.
• 4-6 years Treasury Management and/or payment technology sales with quota track record.
• CTP certification preferred.
• Knowledge of TM products, commercial payments and banking.

Responsibilities

• Manage and cross-sell into an existing portfolio of Treasury Management clients to drive treasury and card fee income, deposit growth and product penetration.
• Develop new business with prospective clients with commercial relationship managers.
• Schedule and attend sales calls, client reviews and follow-ups.
• Prepare pricing/profitability models, proposals, presentations and payment cycle reviews.
• Identify merchant services opportunities and coordinate referrals to FirsTech.
• Maintain CRM data and develop account strategies with partners.
• Communicate complex solutions clearly to clients and suggest value-added products.
• Coordinate RFPs, pitch books and contract negotiations with internal stakeholders.

Skills

Strong communication

Sales

Customer service

TM products knowledge

Electronic banking platforms

Compliance regulations

Independent work

Execution/closing

Education

Bachelor’s degree in Finance or Business

CTP certification preferred

MS Office proficiency

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

• 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

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

• 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.

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.

• Base Pay Range: $63,000 - $80,000/yr
• 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
• 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.