Treasury Management Portfolio Manager

Busey

. Manage and actively cross-sell into an existing portfolio of Treasury Management clients to drive treasury and card fee income, deposit growth and product penetration .

Posted 10/22/2026full-timeDecatur • Illinois • United StatesMid-LevelSenior💰 $55,000 - $72,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Treasury Management and payment technology sales, with a strong focus on client relationship management and cross-selling strategies. Proficient in preparing pricing models, proposals, and conducting product demonstrations while maintaining compliance with regulatory requirements.

Highest-signal resume keywords

Treasury Management ExperiencePayment Technology SalesClient Relationship ManagementProposal PreparationMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury ManagementPayment Technology SalesPricing ModelsProposal PreparationProduct DemonstrationsClient ImplementationsRFP CoordinationMarket Trend AnalysisFraud Risk ReductionElectronic Business Banking Platforms

Soft Skills

Strong Communication SkillsProblem-Solving AbilityMulti-TaskingResults OrientedRelationship Development

Tools & Technologies

CRM SystemService ToolsFinancial Services Platforms

Industry Keywords

Banking ExperienceTreasury Management ProductsRegulatory RequirementsConfidentiality ComplianceSales Experience

About the role

Key responsibilities & impact

Manage and actively cross-sell into an existing portfolio of Treasury Management clients to drive treasury and card fee income, deposit growth and product penetration
Schedule and attend client sales calls and annual Treasury Management client reviews
Upsell new Treasury Management services and identify new depository opportunities
Prepare treasury and commercial card pricing/profitability models, proposals, presentations and payment cycle reviews
Identify merchant services and receivables opportunities and make qualified referrals to FirsTech
Qualify and lead small business referrals from proposal through implementation
Meet with line of business partners regarding referral opportunities and market trends
Coordinate assistance for RFPs, pitch books and contract negotiations
Conduct product demonstrations for clients
Gather information and documentation for new client Treasury Management implementations
Monitor active implementations to ensure timely and accurate completion
Maintain communication with clients and internal partners throughout sales and implementation
Maintain client data in the CRM system and initiate Treasury Management workflows
Communicate complex solutions and recommend products that improve efficiency or reduce fraud risk
Assist internal Associates with client contract negotiations
Provide cross-sell referrals to other Bank functions
Provide service to internal and external clients
Maintain current knowledge of Treasury Management products, services and regulatory requirements
Organize and prioritize assignments using appropriate technology and service tools
Develop relationships with Associates, clients and vendors
Represent Busey Bank and the Treasury Management team professionally
Maintain confidentiality and comply with Busey Bank policies, laws, regulations and industry best practices

Requirements

What you’ll need

Bachelor’s degree with emphasis on Finance or Business or previous banking and sales experience
3+ years banking experience
Treasury Management experience and/or payment technology sales required
Strong oral and written communication skills
Knowledge of Treasury Management disciplines and related solution sets
Knowledge of electronic business banking platforms and other financial services
Ability to multi-task and work independently
Results oriented with excellent execution and closing capabilities
Ability to solve problems independently while applying logic and discretion
Knowledge of Microsoft Office
Reliable and predictable attendance

Benefits

Comp & perks

401(k) match
Profit sharing
Employee stock purchase plan
Paid time off
Medical insurance
Dental insurance
Vision insurance
Company-paid life insurance
Long-term disability
Supplemental voluntary life insurance
Short-term disability
Long-term disability
Wellness incentives
Employee assistance program
Pre-tax health savings accounts
Flexible spending accounts
Bonus or incentives based on company and individual performance may be available