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UMB BanksPosted 1 month ago

Treasury Management Officer-Business Banking

$57,760–$90,960 year

On-siteKansas City, Missouri, United States or Overland Park, Kansas, United States

Full TimeLarge

Job Summary

Build rapport with business banking relationship officers to identify and target opportunities for Treasury Management solutions, meeting established referral and cross-sale revenue goals. Manage the sales pipeline for accuracy while maintaining a clear understanding of bank products to support prospects and clients. Identify market dynamics and communicate new product trends to management, serving current and prospective clients to identify working cash flow opportunities and drive fee income generation. Demonstrate services through personal meetings or coordinated multi-product presentations, representing Treasury Management in internal and external settings to build brand awareness.

Required Qualifications

  • 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
  • Demonstrates effective interpersonal skills to partner across lines of business and with clients
  • 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)

Desired Qualifications

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

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