Treasury Management Officer-Business Banking

Treasury Management And Payables Sales Role

This role is responsible for treasury management and payables sales activity in our business banking market segment. The position will both generate and respond to referrals and serve as a subject matter expert to introduce products and services to business banking and practice solutions clients. Specific duties include :

• 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.

Requirements Knowledge & Skills Target Competencies

MINIMUM :

3+ years banking experience with 2+ years in selling or supporting commercial or treasury services

PREFERRED : Bachelor's degree

Certified Treasury Professional (CTP) or Certified Cash Management (CCM)

MINIMUM : 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)

Compensation Range :

$57,760.00 - $124,170.00

The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

UMB offers competitive and varied benefits to eligible associates, such as 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.

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 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.

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