Treasury Management Officer-Business Banking

UMB Financial Corporation; Overland Park (KS); On-site; USD 58,000 - 91,000; Full time

Benefits offered by this job

Paid Time Off

401(k) Matching

Annual incentive pay

Paid holidays

Medical, dental, vision

Health savings accounts

Tuition reimbursement

Wellbeing program

Employee banking benefits

Job summary

UMB Financial Corporation in Overland Park, KS seeks a Treasury Management sales professional to partner with relationship officers and drive opportunities across liquidity, receivables, payables, and fraud protection services.

You will manage the sales pipeline, stay current on bank products, and present multi-product solutions to prospects and clients. A 3+ year banking background and strong communication are required; bonuses for CTP/CCM and a Bachelor's degree are noted.

Qualifications

• 3+ years banking experience
• 2+ years in selling or supporting commercial or treasury services
• Prospect, network & influence at various levels within a company
• Interpersonal skills to partner across lines of business
• Knowledgeable of Treasury Management products, corporate card and cash flow impact
• Knowledgeable of credit and operational risks
• Knowledgeable of market/industry trends
• Excellent written and verbal communication skills
• Proficiency in Word, Excel, PowerPoint

Responsibilities

• Build rapport with relationship officers to identify opportunities for Treasury Management solutions.
• Manage pipeline for accuracy and drive referral/cross-sell revenue goals.
• Maintain understanding of bank products to support prospects and clients.
• Identify market dynamics and communicate trends to management.
• Position liquidity, receivables, payables and fraud protection to clients.
• Demonstrate services to prospects in meetings or multi-product sales presentations.
• Represent Treasury Management in internal/external settings and attend sales meetings.
• Other duties as assigned.

Skills

Prospecting

Networking

Influence

Interpersonal skills

Treasury Management knowledge

Credit risk awareness

Market trends

Communication skills

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

How you’ll spend your day:

• Build rapport and partner with business banking relationship officers and others to identify, target and build opportunities for Treasury Management solutions to meet and/or exceed established referral, sale/cross sale revenue goals which are defined in outlined performance objectives set by manager.
• Manage pipeline for accuracy.
• Maintain a clear understanding of the bank’s products and services to provide maximum support to prospects and clients.
• Identify market dynamics and communicate to management about new products, services, and trends.
• Serve our current and prospective clients to identify working cash flow opportunities, position bank products and services to enhance client efficiencies and drive fee income generation to the bank.
• Product line includes liquidity, receivables, payables and fraud protection services.
• Demonstrates services to prospects, when appropriate, through personal meetings or as part of a coordinated, multi-product sales presentation.
• Represent Treasury Management in internal/external settings and build brand awareness.
• Attend sales meetings and contribute as appropriate.
• Other duties as assigned.

We’re excited to talk to you if:

• 3+ years banking experience
• 2+ years in selling or supporting commercial or treasury services
• Demonstrates ability to prospect, network & influence at various levels within a company and with clients – very self-motivated
• Demonstrates effective interpersonal skills to partner across lines of business and with clients – be a team player
• Knowledgeable of Treasury Management products and services, corporate card and impacts on clients cash flow process
• Knowledgeable of credit and operational risks-ability to identify and alert team of potential exposure
• Knowledgeable of market/industry trends
• Demonstrates excellent communication skills (written & verbal)
• Demonstrates proficiency in Microsoft products (Word, Excel, PowerPoint)

Bonus points for:

• Bachelor’s degree
• Certified Treasury Professional (CTP)
• Certified Cash Management (CCM)

Compensation Ranges:

• US Employees in California, Washington DC, New Jersey, and New York: $69,920 - $109,460
• US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin: $63,830 - $100,210
• US Employees in all other states not listed above: $57,760 - $90,960

The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

Benefits

• Paid Time Off
• a 401(k) matching program
• annual incentive pay
• paid holidays
• a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
• health savings, flexible spending, and dependent care accounts
• adoption assistance
• an employee assistance program
• fitness reimbursement
• tuition reimbursement
• an associate wellbeing program
• an associate emergency fund
• and various associate banking benefits

Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more? You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community.

Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about.

Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.

If you need accommodation for any part of the employment process because of a disability, please send an e‑mail to [e-mail] to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

Who we are

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision Check out the road to a career at UMB