Treasury Management Executive II

Busey; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical

Dental

Vision

Life insurance

Disability insurance

Wellness incentives

Employee assistance program

Health savings accounts

Flexible spending accounts

Job summary

Busey Bank in Dallas, TX seeks a Treasury Management Executive II to lead new business development, drive treasury management fee income, and grow a portfolio of TM clients. You will partner with commercial relationship managers and cross-sell treasury, payments, and card products.

The role requires strong communication, sales drive, and deep knowledge of TM products, with 6–8 years in treasury management or payments sales. Travel and client engagements at senior level are expected.

Qualifications

• Strong oral and written communication skills.
• Strong sales and customer service skills.
• Advanced knowledge of Treasury Management products, commercial payments and banking.

Responsibilities

• Lead new business development with prospective clients to drive fee income and deposits.
• Cross-sell into existing Treasury Management client portfolio to drive fee income, deposits and product penetration.
• Schedule, prepare and attend annual Treasury Management client reviews.

Skills

Sales skills

Communication

Multi-tasking

Closing capability

Education

Bachelor's degree in Finance or Business

CTP certification preferred

6-8 years Treasury Management experience

Tools

Microsoft Office

CRM system

Job description

Position Summary

The primary responsibility of the Treasury Management Executive II is to lead new business development efforts with prospective clients, driving treasury management fee income and deposit growth. Additionally, the TME II manages and grows an existing portfolio of TM clients.

Duties & Responsibilities

• Lead new business development efforts with prospective clients, both independently as well as in partnership with commercial relationship managers, to drive fee income and deposits
• 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
• Proactively schedule sales calls with prospective and 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.
• 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.
  • 6-8 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: $90,000 - $120,000)

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.

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 service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.