Treasury Mgmt & Card Sales Officer

About the role

The Treasury Management & Cards Sales Officer (TMCSO) is responsible for growing Treasury Management and Cards solutions. This role involves directly and/or indirectly selling and maintaining depository accounts, treasury management services, and Commercial Card solution sets. The TMCSO partners with internal stakeholders to be the single point of accountability and/or advisor's on prospects' and clients' deposit, treasury management, risk, and other company payments needs. They focus on creating and delivering customized client-centric solutions through a consultative approach.

Responsibilities

• Manage a portfolio of existing clients with focus on profitable, organic revenue growth and minimizing attrition.
• Manage portfolio of new-to-bank clients with focus on revenue growth.
• Know and understand business's organization, expected activity; identify and communicate operational credit exposures and other risks.
• Understand treasury management product risk and ensure UMB's credit policies and other risks (e.g., reputational, legal) are adhered to and mitigated.
• Establish appropriate expectations for onboarding including execution of documentation and ensure ramp of sold services.
• Conduct independent and codependent sales calls on companies to generate new, high-quality and profitable Treasury Management and deposit business to achieve or exceed specific year over year growth goals.
• Engage with internal marketing in the design of sales collateral and company-sponsored marketing.

Requirements

• 3+ years banking experience with 2+ years in selling or supporting commercial or treasury services.
• Demonstrates the ability to prospect, network & influence at various levels within a company and with clients – very self-motivated.
• Knowledgeable in Treasury Management products and services, corporate cash flow process.
• Knowledgeable of market/industry trends.
• Excellent communication skills (written & verbal).
• Proficiency in Microsoft products (Word, Excel, PowerPoint).
• Knowledge of credit and operational risk.
• Knowledge of Commercial Payments & Cards.

Qualifications

• Bachelor’s degree preferred.
• One of the following certifications: Certified Treasury Professional (CTP) or Certified Cash Management (CCM).
• Strategic sales planning ability to define target markets and strategic sales approaches.

Skills

• Strong communication and interpersonal skills.
• Ability to build and maintain strong relationships with clients and internal partners.
• Knowledge of treasury management and commercial cards.
• Ability to analyze financial data and make informed decisions.
• Proficiency in Microsoft Office Suite.

Benefits

• Paid Time Off
• 401(k) matching program
• Annual incentive pay
• Paid holidays
• Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
• Health savings, flexible spending, and dependent care accounts
• Adoption assistance
• Employee assistance program
• Fitness reimbursement
• Tuition reimbursement
• Associate wellbeing program
• Associate emergency fund
• Variety of associate banking benefits

Pay

Compensation ranges from $69,230 - $109,120 for US Employees in all other states not listed above.

Schedule

Full-time position.