Treasury Management Officer-Business Banking

UMB Bank•Plano, TX

About The Position

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

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)

Nice To Haves

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

Responsibilities

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.
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.

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
various associate banking benefits