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Busey · 1 week ago

Treasury Management Executive II

Edwardsville, IL

Full-time

Onsite

Mid, Senior Level

$80K/yr - $110K/yr

6+ years exp

Busey is a financial institution seeking a Treasury Management Executive II to lead new business development efforts and manage an existing portfolio of clients. The role focuses on driving treasury management fee income and deposit growth while maintaining strong relationships with clients.

BankingFinanceFinancial ServicesWealth Management

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

Qualification

Treasury Management productsCommercial paymentsPayment technology salesCTP certificationMicrosoft OfficeSales skillsCustomer service skillsMulti-taskingCommunication skillsProblem-solving