Apply on Employer Site

Union Bank & Trust · 1 day ago

Treasury Management RM Manager – Vice President

Lincoln, NE

Full-time

Hybrid

Mid, Senior Level

7+ years exp

Union Bank & Trust is seeking a Treasury Management RM Manager – Vice President to lead a team of Business Relationship Officers focused on expanding treasury management relationships. This role involves managing a portfolio of clients, driving strategic initiatives, and collaborating with various teams to deliver high-value solutions.

Financial Services

Culture & Values

Responsibilities

Manage and grow a portfolio of Treasury Management clients, ensuring high levels of satisfaction and retention by leading the Treasury Management Business Relationship Officer team, setting performance expectations and coaching for success

Define and implement a structured sales program with consistent product offerings and timelines tailored to market segments

Develop strong relationships with top-tier lending and non-lending customers. Define frequency of interactions, key stakeholders, and conversation topics (e.g., relationship reviews, product efficiency opportunities, fraud prevention)

Serve as liaison between Commercial Lending Officers and Product Management across all regions

Develop and execute comprehensive penetration strategies for Treasury Management products. Address gaps and promote digital payment solutions to maximize efficiencies

Collaborate with the Deposit Strategy Officer – VP to establish deposit growth targets for both lending and non-lending relationships

Identify and pursue new customer prospects, including industry-specific targets

Partner with UBT’s marketing team to promote product value and showcase technological investments

Utilize account analysis software to develop pricing strategies and digital service incentives

Identify and assign non-business development activities to appropriate areas

Collaborate with the Customer Care Manager to streamline onboarding processes

Evaluate team workload and recommend staffing levels for relationship managers

Define core product knowledge expectations for Business Relationship Officers

Deliver interactive product demonstrations and lead new hire training programs

Develop a working knowledge of Treasury Management-related income and expense drivers

Ensure direct reports are trained and comply with bank policy, laws, and regulations applicable to their roles. Monitor their adherence to internal controls and take action to address employee performance issues

Understand and adheres to all bank policies, laws, and regulations applicable to their role. Complete compliance training. Follow internal processes and controls as required

Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies

Regular and reliable attendance is an essential function of this position

Perform other job-related duties or special projects as assigned

Qualification

Treasury ManagementCommercial BankingBusiness DevelopmentCertified Treasury ProfessionalData-Driven Decision MakingMicrosoft Office ProficiencyAnalytical SkillsCustomer-CentricLeadership SkillsInterpersonal Skills