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Busey · 11 hours ago

Treasury Management Portfolio Manager

Urbana, IL

Full-time

Onsite

Mid Level

$55K/yr - $68K/yr

3+ years exp

Busey is a financial institution seeking a Treasury Management Portfolio Manager to manage and pursue treasury management fee income, deposit growth, and product penetration across an assigned portfolio. The role involves actively cross-selling into existing client portfolios, managing client relationships, and coordinating product demonstrations and implementations.

BankingFinanceFinancial ServicesWealth Management

Responsibilities

Manage and actively and 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 assigned clients, as well as attend sales calls scheduled by other other line of business partners

Schedule, prepare, attend and manage follow-up from annual Treasury Management client reviews, with a focus on upselling new TM services and identifying new depository opportunities

Prepare treasury and commercial card pricing/profitability models, proposal, presentations and payment cycle reviews

Identify opportunities for merchant services and receivables opportunities within existing client base and make qualified referrals to FirsTech

Serve as the main point of contact on small business referrals. Make contact with the client to qualify referrals and lead the process from proposal to implementation

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 and conduct product demonstrations for clients

Gather data, processing instructions, documentation and other information required to facilitate new client Treasury Management implementations

Monitor the status of active implementations to ensure setups are completed on time and accurately in accordance with client expectations

Maintain a high level of communication with clients and internal partners during the sales and implementation process

Maintain client data in the Customer Relationship Management (CRM) system, including kicking off the Treasury Management workflow for new product implementations

Clearly and accurately communicate complex solutions to clients; suggest products and services that increase efficiency and/or reduce risk of fraud

Assist internal Associates with negotiating contract terms with client

Provide cross-sell referrals to other functional areas within the Bank

Interact with internal and external clients while providing extraordinary service

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 ManagementBanking experiencePayment technology salesElectronic business bankingMicrosoft OfficeMulti-taskingCommunication skillsProblem-solvingRelationship building