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Treasury Mgmt & Card Sales Officer

External
umb logoUmb · Kansas City, MO
$84K–$132K/yrFull-timeOn-siteToday
DocumentationExcelLeadership
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Benefits

Performance bonus

Additional Information

As a Treasury Management & Cards Sales Officer , you will be focused on growing Treasury Management and Cards solutions. The Treasury Management & Card Sales Officer (TMCSO) will also be responsible for maintaining and cross-selling. This role is responsible for directly and/or indirectly selling and maintaining depository accounts, treasury management services and Commercial Card solution sets. The TMCSO partners with internal stakeholders to be the single point of accountability and/or advisor's on prospects' and clients' deposit, treasury management, risk and other company payments needs. They focus on creating and delivering customized client centric solutions through a consultative approach. The Commercial Card team is responsible for the growth and expanded usage of commercial card solutions as part of our client's payment strategy . UMB offers a full suite of solutions with an emphasis on virtual payments . As an Account Executive, you will work directly with clients and prospects to develop a deep understanding of their payment needs and work with them to implement solutions to meet those needs . In addition to working with external clients, you will work closely with a diverse set of internal partners from Credit to the Commercial team as a subject expert on the production solutions and industry trends . How you'll spend your time: You will m anage a portfolio of existing clients with focus on profitable, organic revenue growth and minimizing attrition . You will m anage portfolio of new-to-bank clients with focus on revenue growth . You will k now and understand business's organization, expected activity; identify and communicate operational credit exposures and other risks . You will u nderstand treasury management product risk and ensure UMB's credit policies and other risks (e.g., reputational, legal) are adhered to and mitigated . You will e stablish appropriate expectations for onboarding including execution of documentation and ensure ramp of sold services . You will c onduct independent and codependent sales calls on companies to generate new, high-quality and profitable Treasury Management and deposit business to achieve or exceed specific year over year growth goals . You will t ake a role in market by actively engaging in local industry associations, networking groups and /or community associations . You will i dentify working capital efficiency opportunities for a business and deepen relationship s accordingly; ensure business awareness of market and industry trends; identify dissatisfiers and escalates appropriately . You will i dentify and refer ancillary business opportunities to appropriate partners . You will d esign customer-centric treasury management solutions, and provide consultative expertise on the liquidity management cycle . You will i dentify both internal and external prospects; Develop and maintain relationships with prospects to profitably expand business . You will p rovide thought leadership within and outside market through, but not limited to, hosting corporate events, attending and speaking at industry conferences, etc. You will e ngage with internal marketing in the design of sales collateral and company-sponsored marketing . Other duties as assigned. We're excited to talk with you if: You have 3+ years banking experience with 2+ years in selling or supporting commercial or treasury services . You d emonstrate the ability to prospect, network & influence at various levels within a company and with clients - very self-motivated . You are knowledgeable in Treasury Management products and services , corporate cash flow process . You are k nowledgeable of market/industry trends . You d emonstrate excellent communication skills (written & verbal ) . Demonstrates proficiency in Microsoft products (Word, Excel, PowerPoint) You have a k nowledge of credit and operational risk . You have k nowledge of Commercial Payments & Cards . You have k nowledge of TM & card -based applications . Bonus points if: You possess a Bachelor's degree . You hold one of the following certifications: Certified Treasury Professional (CTP) or Certified Cash Management (CCM) . You have a s trategic sales planning ability to define target markets and strategic sales approaches . Compensation Ranges: US Employees in California, Washington DC, New Jersey, and New York: $83,810 - $131,550 US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin: $76,520 - $120,210 US Employees in all other states not listed above: $69,230 - $109,120 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 thi


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