Treasury Management Executive II

Posted Yesterday
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Kansas, Township of Oliver, PA, USA
In-Office
90K-120K Annually
Senior level
Fintech • Payments • Financial Services
The Role
Lead new business development and grow an existing portfolio of treasury management clients to drive fee income, deposits, and product penetration. Prepare pricing/profitability models, proposals, RFPs and presentations; coordinate implementations and product demos; maintain CRM data and client reviews; cross-sell merchant services and refer opportunities internally. Ensure regulatory compliance, collaborate with internal partners, and represent the bank professionally.
Summary Generated by Built In

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 & Experience
  • Knowledge 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

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

 

(Base Pay Range: $90,000 - $120,000/year)

 

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

 

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

 

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

Skills Required

  • Bachelor's degree in Finance or Business
  • 6-8 years Treasury Management and/or payment technology sales with demonstrated quota attainment
  • Strong knowledge of Microsoft Office
  • Advanced knowledge of treasury management products, commercial payments and banking
  • Knowledge of electronic business banking platforms and other financial services
  • Familiarity with Customer Relationship Management (CRM) systems and maintaining client data
  • Strong sales and customer service skills
  • Strong oral and written communication skills
  • Knowledge of compliance regulations relevant to treasury management
  • Ability to multi-task and work independently
  • Results oriented with strong execution and closing capabilities
  • Problem solving using logic and discretion
  • Certified Treasury Professional (CTP)

Busey Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Busey and has not been reviewed or approved by Busey.

  • Retirement Support Retirement programs include a 401(k) with company match alongside a profit‑sharing plan, creating multiple employer‑supported savings channels. This structure strengthens long‑term financial security beyond base pay.
  • Equity Value & Accessibility An Employee Stock Purchase Plan is available, adding an ownership pathway that complements traditional retirement benefits.
  • Leave & Time Off Breadth Paid time off, paid holidays, paid parental leave, and volunteer time off are included, supporting time away for family and community. Flexible scheduling features in some materials further support practical use of time off.

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The Company
HQ: Champaign, IL
1,337 Employees
Year Founded: 1868

What We Do

As of September 30, 2023, First Busey Corporation (Nasdaq: BUSE) was a $12.26 billion financial holding company headquartered in Champaign, Illinois. Busey Bank, a wholly-owned bank subsidiary of First Busey Corporation, had total assets of $12.23 billion as of September 30, 2023, and is headquartered in Champaign, Illinois. Busey Bank currently has 46 banking centers serving Illinois, eight banking centers serving Missouri, three banking centers serving southwest Florida, and one banking center in Indianapolis, Indiana. Through Busey’s Wealth Management division, the Company provides asset management, investment, and fiduciary services to individuals, businesses, and foundations. Assets under care totaled $11.55 billion as of September 30, 2023. Busey Bank’s wholly-owned subsidiary, FirsTech, specializes in the evolving financial technology needs of small and medium-sized businesses, highly regulated enterprise industries, and financial institutions. FirsTech provides comprehensive and innovative payment technology solutions including online, mobile, and voice-recognition bill payments; money and data movement; merchant services; direct debit services; lockbox remittance processing for payments made by mail; and walk-in payments at retail agents. More information about FirsTech can be found at firstechpayments.com. Busey Bank is honored to be named among America’s Best Banks by Forbes magazine for the second consecutive year. Ranked 26th overall in 2023, compared to 52nd in last year's rankings. Busey was named among DiversityInc’s Top Regional Companies. The DiversityInc Top 50 survey is the external validator for large U.S. employers that model fairness in their talent strategy, workplace and supplier diversity practices, and philanthropic engagement. We are honored to be consistently recognized nationally and locally for our engaged culture of integrity and commitment to community development. For more information about us, visit busey.com.

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