Treasury Management Officer-Business Banking

Duties & Responsibilities

This role is responsible for treasury management and payables sales activity in our Business Banking market segment. The position will both generate and respond to referrals and serve as a subject matter expert to introduce products and services to business banking and practice solutions clients.

• Build rapport and partner with business banking relationship officers and others to identify, target and build opportunities for Treasury Management solutions to meet and/or exceed established referral, sale/cross sale revenue goals which are defined in outlined performance objectives set by manager.
• Manage pipeline for accuracy.
• Maintain a clear understanding of the bank’s products and services to provide maximum support to prospects and clients.
• Identify market dynamics and communicate to management about new products, services, and trends.
• Serve our current and prospective clients to identify working cash flow opportunities, position bank products and services to enhance client efficiencies and drive fee income generation to the bank.
• Product line includes liquidity, receivables, payables and fraud protection services.
• Demonstrates services to prospects, when appropriate, through personal meetings or as part of a coordinated, multi-product sales presentation.
• Represent Treasury Management in internal/external settings and build brand awareness.
• Attend sales meetings and contribute as appropriate.
• Other duties as assigned.

• 3+ years banking experience.
• 2+ years in selling or supporting commercial or treasury services.
• Demonstrates ability to prospect, network & influence at various levels within a company and with clients – very self‑motivated.
• Demonstrates effective interpersonal skills to partner across lines of business and with clients – be a team player.
• Knowledgeable of Treasury Management products and services, corporate card and impacts on clients cash flow process.
• Knowledgeable of credit and operational risks – ability to identify and alert team of potential exposure.
• Knowledgeable of market/industry trends.
• Demonstrates excellent communication skills (written & verbal).
• Demonstrates proficiency in Microsoft products (Word, Excel, PowerPoint).

• Bachelor’s degree.
• Certified Treasury Professional (CTP).
• Certified Cash Management (CCM).

$63,830.00 - $

UMB offers competitive and varied benefits to eligible associates, such as paid time off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company-sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund;

and various associate banking benefits. Benefit offerings and eligibility requirements vary.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an email to  to let us know the nature of your request.

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