Treasury Management Portfolio Manager

Position Summary

The Treasury Management Portfolio Manager manages and pursues treasury management fee income, deposit growth, and product penetration across an assigned portfolio of existing clients. Additionally, the TM Portfolio Manager will work small business referrals to qualify, advance, propose, and sell and implement TM services.

• Manage and actively 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 and attend sales calls scheduled by other line of business partners.
• Schedule, prepare, attend, and manage follow‑up from annual Treasury Management client reviews, focusing on upselling new TM services and identifying new depository opportunities.
• Prepare treasury and commercial card pricing, profitability models, proposals, presentations, and payment cycle reviews.
• Identify opportunities for merchant services and receivables within existing client base and make qualified referrals to Firs Tech.
• Serve as the main point of contact on small business referrals, qualifying referrals and leading 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 reduce fraud risk.
• Assist internal Associates with negotiating contract terms with clients.
• 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 their impact on 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.
• Ensure reliable and predictable attendance.

• Knowledge of treasury management disciplines and related solution sets.
• Knowledge of electronic business banking platforms and other financial services.
• Strong oral and written communication skills.
• Ability to multi‑task and work independently.
• Results‑oriented with excellent execution and closing capabilities.
• Ability to solve problems independently while applying logic and discretion.
• Requires a bachelor’s degree with emphasis on Finance or Business or prior banking and sales experience.
• 3+ years banking experience;
  Treasury Management experience and/or payment technology sales required.
• Requires knowledge of Microsoft Office.

Base pay range: $55,000 – $72,000 per year. The role may be eligible for bonus or incentives based on company and individual performance.

Benefits include a 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company‑paid life insurance, long‑term disability, supplemental voluntary life insurance, short‑term and long‑term disability, wellness incentives, and an employee assistance program. Eligible associates may also take advantage of pre‑tax health savings accounts and flexible spending accounts.

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. Busey is an Equal Opportunity Employer including Disability, Veterans, and people with diverse backgrounds.