Treasury Management Portfolio Manager

Jobtailor; Decatur (IL); On-site; USD 70,000 - 100,000; Full time

Job summary

Busey Bank in Decatur, IL seeks a Treasury Management Sales Specialist to manage a portfolio, drive revenue, and lead client reviews. You will prepare pricing models, proposals, and product demonstrations while coordinating with partners to optimize solutions.

Ideal candidates have a finance/business background, 3+ years banking sales experience, and strong MS Office skills; knowledge of payment tech is a plus.

Qualifications

• Knowledge of Treasury Management disciplines and related solution sets.
• Experience in proposing and delivering financial solutions to clients.
• Strong communication and presentation skills.

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.
• Schedule, prepare, attend, and follow up on annual Treasury Management client reviews.
• Prepare treasury and commercial card pricing/profitability models, proposals, presentations, and payment cycle reviews.
• Identify merchant services and receivables opportunities and make qualified referrals to FirsTech.
• Qualify small business referrals and lead the process from proposal through implementation.
• Meet with line of business partners to discuss referral opportunities and market trends.
• Assist with RFPs, pitch books, and contract negotiations.
• Coordinate and conduct client product demonstrations.
• Gather implementation data, processing instructions, documentation, and other required information.
• Monitor active implementations to ensure timely and accurate completion.
• Maintain communication with clients and internal partners throughout sales and implementation.
• Maintain client data in the CRM system and initiate Treasury Management workflows.
• Communicate complex solutions and recommend products that improve efficiency or reduce fraud risk.
• Provide cross-sell referrals to other Bank functional areas.
• Maintain current knowledge of Treasury Management products, services, and regulatory requirements.
• Organize and complete assignments professionally, efficiently, and on time.
• Develop positive relationships with Associates, clients, and vendors.
• Represent Busey Bank and the Treasury Management team professionally.
• Maintain confidentiality and comply with Busey Bank policies, laws, regulations, and industry best practices.
• Maintain reliable and predictable attendance.

Skills

Treasury Management knowledge

Client relationship management

Proposal development

Execution/closing capabilities

Microsoft Office

Communication skills

Education

Bachelor’s degree in Finance or Business

Tools

Microsoft Office

Job description

• Manage and cross-sell into an existing portfolio of Treasury Management clients to drive treasury and card fee income, deposit growth, and product penetration
• Schedule, prepare, attend, and follow up on annual Treasury Management client reviews
• Prepare treasury and commercial card pricing/profitability models, proposals, presentations, and payment cycle reviews
• Identify merchant services and receivables opportunities and make qualified referrals to FirsTech
• Qualify small business referrals and lead the process from proposal through implementation
• Meet with line of business partners to discuss referral opportunities and market trends
• Assist with RFPs, pitch books, and contract negotiations
• Coordinate and conduct client product demonstrations
• Gather implementation data, processing instructions, documentation, and other required information
• Monitor active implementations to ensure timely and accurate completion
• Maintain communication with clients and internal partners throughout sales and implementation
• Maintain client data in the CRM system and initiate Treasury Management workflows
• Communicate complex solutions and recommend products that improve efficiency or reduce fraud risk
• Provide cross-sell referrals to other Bank functional areas
• Maintain current knowledge of Treasury Management products, services, and regulatory requirements
• Organize and complete assignments professionally, efficiently, and on time
• Develop positive relationships with Associates, clients, and vendors
• Represent Busey Bank and the Treasury Management team professionally
• Maintain confidentiality and comply with Busey Bank policies, laws, regulations, and industry best practices
• Maintain reliable and predictable attendance

Requirements

• Strong oral and written communication skills
• Knowledge of Treasury Management disciplines and related solution sets
• Knowledge of electronic business banking platforms and other financial services
• Ability to multitask and work independently
• Results-oriented with excellent execution and closing capabilities
• Ability to solve problems independently using logic and discretion
• Bachelor’s degree with emphasis on Finance or Business, or previous banking and sales experience
• 3+ years of banking experience
• Treasury Management experience and/or payment technology sales required
• Knowledge of Microsoft Office
• Reliable and predictable attendance

Core Competencies

Demonstrates expertise in Treasury Management and payment technology sales, with strong capabilities in client relationship management, proposal development, and execution of financial solutions. Proficient in analyzing client needs and delivering tailored presentations to drive product penetration and revenue growth.