More jobs:
Business Relationship Officer of Treasury Management; Omaha
Remote / Online - Candidates ideally in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-07-10
Omaha, Douglas County, Nebraska, 68197, USA
Listing for:
Union Bank & Trust Company
Remote/Work from Home
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance
Job Description & How to Apply Below
Position Summary
The Business Relationship Officer of Treasury Management is responsible for the development of new treasury management business, expansion of existing business relationships and servicing customers. Promotes all UBT products and services, prepares sales presentations, and assists in the design and installation of treasury management services.
Essential Functions- Develop new Treasury Management business by identifying and contacting prospects, while expanding existing customer relationships through increased product penetration, proactive account servicing, and cross‑selling opportunities.
- Drive deposit growth by proactively identifying opportunities, cultivating relationships, and implementing strategies to increase consumer and business deposit balances.
- Maintain comprehensive knowledge of Treasury Management products and services, including demonstrating capabilities and using bank software to develop customized product and pricing packages.
- Promote Treasury and Payments solutions and Short‑Term Federal Investment Trust accounts through customer presentations, employee education, and tailored recommendations that highlight product value.
- Assist in creating marketing materials, special mailings, documentation, and promotional content to support sales and product growth initiatives.
- Build strong relationships with Commercial Lenders and internal teams to support product portfolio expansion, develop new or enhanced services, establish sales objectives, and contribute to department planning and project execution.
- Participate in committee meetings, training programs, conferences, and community events to represent the bank, stay informed on industry trends, and promote Treasury and Payments solutions.
- Uphold the bank’s management philosophy, service culture, and commitment to exceptional customer experience.
- Stay informed on competitor offerings and industry developments to ensure the bank maintains competitive and advantageous Treasury Management products.
- Understand and adhere to all bank policies, underwriting requirements, 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 as assigned by Executive Management or Division Manager as required.
- Bachelor's Degree in Business Administration or related field preferred. Candidate may also possess applicable banking experience related to the position.
- Treasury Management experience preferred.
- General bank experience required.
- Proficient in Microsoft Office products and in working with other financial software.
- Valid Nebraska driver’s license.
- High level of organization and analytical skills
- Effective communicator - written and verbal
- Independent with good judgment
- Self‑directed and takes initiative
- Strong decision‑making skills
- Proven ability to multitask and prioritize multiple responsibilities
- High level of ethical and professional standards
- Sedentary work - lifting and/or carrying up to 10 lbs. occasionally.
- Occasionally exposed to outdoor elements or hazards.
- Some travel required.
- This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×