Manager - Card & Treasury Management Sales

UMB BankKansas City, MO
2d

About The Position

As the Manager – Card & Treasury Management Sales , you will be respo nsible for managing the Treasury and Card Sales Officers in the Sma ll-Medium Business segment of UMB. How you’ll spend your time: You will d evelop, implement and execute market-based sales strategies. You will a ctively work with markets and lines of business leadership to ensure joint strategies are linked/aligned. You will r epresent and build treasury management brand internally and externally. You will c hampion client needs and product innovations. You will l ead deal team(s) to solve complex client needs and issues. You will l ead team to achieve market/team/individual metrics, customer retention goals and new sales production targets. You will d evelop performance plans/goals for the sales team. You will c oach and hold team accountable to performance plans. You will m anage and report sales pipeline to management. Other duties as assigned. We’re excited to talk to you if: You posses a Bachelor’s degree or equivalent . You have 8+ years’ of Treasury Management sales experience . You have 2+ years team lead or sales management experience . You d emonstrate quality management & coaching skills (hiring, development, motivational , interpersonal ) . You d emonstrate sales management ability by achieving team sales & scorecard goals and the development of the sales team . You d emonstrate ability to grow revenue through new business development, networking in the community, & development of the sales team . You d emonstrate advanced knowledge in Treasury Products & Services . You d emonstrate advanced verbal & written communication skills . You d emonstrate quality organizational skills . You d emonstrate proficiency in Microsoft products (Excel, PowerPoint, Word) . Bonus points if: You hold a Certified Treasury Professional (CTP) or Certified Cash Management (CCM) certification. You have working knowledge of Web-based Treasury applications, Pep+, and mainframe. You have ability to influence and develop a strong strategic sales plan, communicate and provide leadership and execution of the stated plan.

Requirements

  • Bachelor’s degree or equivalent
  • 8+ years’ of Treasury Management sales experience
  • 2+ years team lead or sales management experience
  • Demonstrate quality management & coaching skills (hiring, development, motivational , interpersonal )
  • Demonstrate sales management ability by achieving team sales & scorecard goals and the development of the sales team
  • Demonstrate ability to grow revenue through new business development, networking in the community, & development of the sales team
  • Demonstrate advanced knowledge in Treasury Products & Services
  • Demonstrate advanced verbal & written communication skills
  • Demonstrate quality organizational skills
  • Demonstrate proficiency in Microsoft products (Excel, PowerPoint, Word)

Nice To Haves

  • Certified Treasury Professional (CTP) or Certified Cash Management (CCM) certification
  • Working knowledge of Web-based Treasury applications, Pep+, and mainframe
  • Ability to influence and develop a strong strategic sales plan, communicate and provide leadership and execution of the stated plan

Responsibilities

  • Develop, implement and execute market-based sales strategies
  • Actively work with markets and lines of business leadership to ensure joint strategies are linked/aligned
  • Represent and build treasury management brand internally and externally
  • Champion client needs and product innovations
  • Lead deal team(s) to solve complex client needs and issues
  • Lead team to achieve market/team/individual metrics, customer retention goals and new sales production targets
  • Develop performance plans/goals for the sales team
  • Coach and hold team accountable to performance plans
  • Manage and report sales pipeline to management
  • Manage the Treasury and Card Sales Officers in the Small-Medium Business segment of UMB

Benefits

  • Paid Time Off
  • 401(k) matching program
  • Annual incentive pay
  • Paid holidays
  • Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
  • Health savings, flexible spending, and dependent care accounts
  • Adoption assistance
  • Employee assistance program
  • Fitness reimbursement
  • Tuition reimbursement
  • Associate wellbeing program
  • Associate emergency fund
  • Various associate banking benefits
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