Position Summary
The Treasury Management Portfolio Manager will work with all lines of business to provide cash management support. This position will educate and cross sell treasury management products and servicing to existing relationships along with proactively prospecting to attract new relationships.
Duties & Responsibilities
- Partner with Retail Associates, Commercial Business Banking Relationship Managers, and other lines of business to provide cash management expertise to existing Busey customers and potential new customers
- Service the existing Commercial deposit portfolio.
- Provide Product Manager and Operations team with market intelligence including customer needs and competitive activities/offerings.
- Provide cross sell references back to other functional areas within the Bank.
- Identify other sales opportunities through implementation.
- Participate in client Relationship Review meetings.
- Meet weekly with lines of business to discuss referral business opportunities and market trends.
- Manage internal communication to keep all areas within the Bank informed of current status with all Cash Management prospects and customers.
- Drive client communications including RFPs and pitch books in coordination with Treasury Management Product Manager and other internal stakeholders (as appropriate).
- Assist the Treasury Management Executive and Market President with negotiating contract terms with client.
- Interface with product management on deal pricing; coordinate cross-product pricing as needed.
- Upon contract execution, ensure efficient and effective transition of the deal to appropriate implementation resources.
- Ensure lost deals are documented to show the reasons behind the loss and information about the competitive offering.
Education & Experience
Knowledge of:
- Strong oral and written communication skills
- Treasury Management disciplines and related solution sets
- Electronic business banking platforms and other financial services
Ability to:
- Multi-task and work independently
- Results oriented with excellent execution and closing capabilities
- Perform duties under frequent time pressures; travel as needed (40%)
- Solve problems independently while applying logic and discretion
Education and Training:
- Requires Bachelor’s degree with emphasis on Finance or Business or previous banking and sales experience.
- Cash management and/or payment technology sales preferred.
- Requires knowledge of Microsoft Office.
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.
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.
