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 insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Job summary

Busey Bank is seeking a Treasury Management Executive II in Dallas to lead new business development and grow an existing portfolio of Treasury Management clients. You will drive treasury and card fee income, deposits, and product penetration through proactive outreach and cross-sell efforts.

You will prepare pricing models, proposals, and presentations, while coordinating with partners on RFPs and.contract negotiations. Strong communication, sales, and TM product knowledge are essential.

Qualifications

• Bachelor’s degree with emphasis on Finance or Business.
• 6–8 years Treasury Management and/or payment technology sales with quota track record.
• CTP certification preferred; strong knowledge of Microsoft Office.

Responsibilities

• Lead new business development with prospective clients to drive fee income and deposits.
• Cross-sell into an existing portfolio of Treasury Management clients to grow revenue and product penetration.
• Schedule and participate in client calls and annual reviews.
• Develop treasury and commercial card pricing/profitability models and proposals.
• Coordinate RFPs, pitch books and contract negotiations with stakeholders.
• Maintain CRM data, develop account strategies and log activity.

Skills

Strong oral and written communication

Sales and customer service

Treasury Management product knowledge

Electronic banking platforms

Regulatory compliance knowledge

Multi-tasking

Independent work capability

Problem solving

Microsoft Office proficiency

Education

Bachelor’s degree in Finance or Business

CTP certification preferred

6-8 years Treasury Management and/or payment technology sales

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.

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (\"Agency\"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (\"Agreement\"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.