Treasury Management Officer-Business Banking
UMB Bank · Dallas, Texas, US
Duties & Responsibilities: This role is responsible for treasury management and payables sales activity in our Business Banking market segment.
Job description
Duties & Responsibilities: This role is responsible for treasury management and payables sales activity in our Business Banking market segment. The position will both generate and respond to referrals and serve as a subject matter expert to introduce products and services to business banking and practice solutions clients. Specific duties include: Requirements Knowledge & Skills Target Competencies MINIMUM: PREFERRED: - 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 inclu...