Treasury Management Executive II

Position Summary

The primary responsibility of the Treasury Management Executive II is to lead new business development efforts with prospective clients, driving treasury management fee income and deposit growth. Additionally, the TME II manages and grows an existing portfolio of TM clients.

Duties & Responsibilities

• Lead new business development efforts with prospective clients, both independently as well as in partnership with commercial relationship managers, to drive fee income and deposits
• Manage and actively cross-sell into an existing portfolio of Treasury Management clients to drive treasury and card fee income, deposit growth and product penetration
• Proactively schedule sales calls with prospective and assigned clients, as well as attend sales calls scheduled by other line of business partners
• Schedule, prepare, attend and manage follow-up from annual Treasury Management client reviews
• Prepare treasury and commercial card pricing/profitability models, proposal, presentations and payment cycle reviews.
• Identify opportunities for merchant services and receivables opportunities within existing and prospective clients and make qualified referrals to FirsTech.
• Meet regularly with line of business partners to discuss referral business opportunities and market trends.
• Coordinate and/or provide assistance for RFPs, pitch books and contract negotiation with internal stakeholders.
• Coordinate product demonstrations for clients.
• Gather data, processing instructions, documentation and other information required to facilitate new client Treasury Management implementations.
• Maintain client data in the Customer Relationship Management (CRM) system, including developing account strategies, prioritizing prospects/clients and logging calls.
• Clearly and accurately communicate complex solutions to clients; suggest products and services that increase efficiency and/or reduce risk of fraud.
• Provide cross-sell referrals to other functional areas within the Bank.
• Remain current with all Treasury Management products and services as well as regulatory requirements and understand the impact to the Treasury Management function.
• Complete job assignments in a professional, timely and efficient manner; organize and prioritize work; utilize appropriate technology and service tools for tracking of internal and external requests.
• Develop and maintain trusted, positive relationships with other Associates, clients and vendors.
• Represent Busey Bank and the Treasury Management team in a highly professional manner.
• Maintain confidentiality; adhere to Busey Bank policies and procedures; comply with laws, regulations and industry best practices.
• Reliable and predictable attendance.

Education & ExperienceKnowledge of:

• Strong oral and written communication skills
• Strong sales and customer service skills
• Advanced knowledge of TM products, commercial payments and banking
• Electronic business banking platforms and other financial services
• Compliance regulations

Ability to:

• Multi-task and work independently
• Results oriented with excellent execution and closing capabilities
• Solve problems independently while applying logic and discretion

Education and Training:

• Requires Bachelor’s degree with emphasis on Finance or Business.
• 6-8 years Treasury Management and/or payment technology sales, with a demonstrated track record of achieving and surpassing quota
• CTP certification preferred
• Requires strong knowledge of Microsoft Office