Treasury Management Portfolio Manager

Position Summary

• 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.

• Knowledge of:
  • Strong oral and written communication skills
  • Treasury Management disciplines and related solution sets
  • Electronic business banking platforms and other financial services

• Ability to:
  • Multi-task and work independently
  • Results oriented with excellent execution and closing capabilities
  • Solve problems independently while applying logic and discretion

• Education and Training:
  • Requires Bachelor's degree with emphasis on Finance or Business or previous banking and sales experience.
  • 3+ years banking experience; Treasury Management experience and/or payment technology sales required.
  • Requires knowledge of Microsoft Office.