Treasury Management Solutions Architect

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

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.