Treasury Management Officer-Business Banking
Listed on 2026-10-04
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Finance & Banking
Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
- 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)
- US Employees in California, Washington DC, New Jersey, and New York: $69,920 - $109,460
- US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin: $63,830 - $100,210
- US Employees in all other states not listed above: $57,760 - $90,960
The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.
Benefits- 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.
Are you ready to be part of something more? You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community.
Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about.
Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having…
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