Business Relationship Officer

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.

This role is eligible for a hybrid work from home opportunity up to one day per week after onboarding.

• 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.
• Maintain comprehensive knowledge of Treasury Management products and services, demonstrating capabilities and using bank software to develop customized product and pricing packages.
• Promote Treasury & 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 & 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 the role; complete compliance training and follow internal processes and controls.
• Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
• Maintain regular and reliable attendance.
• Perform other job‑related duties as assigned by executive management or division manager.

• Bachelor’s Degree in Business Administration or related field preferred; banking experience relevant to the position also accepted.
• Treasury Management experience preferred.
• General bank experience preferred.
• Proficient in Microsoft Office products and 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 lb. occasionally.

Occasionally exposed to outdoor elements or hazards.

Some travel required.

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.