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 10/6/2026full-timeUnited StatesMid-LevelSenior💰 $55,000 - $72,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Treasury Management and payment technology sales, with a strong focus on client relationship management, cross-selling strategies, and effective communication. Proficient in preparing financial models and proposals while ensuring compliance with industry regulations.

Highest-signal resume keywords

Treasury Management ExperiencePayment Technology SalesClient Relationship ManagementFinancial ModelingRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisProposal PreparationPricing ModelsProduct DemonstrationsRFP CoordinationData AnalysisSales StrategyDeposit Growth StrategiesCross-Selling TechniquesClient Review Management

Soft Skills

Strong Communication SkillsProblem-Solving AbilityResults OrientedIndependent WorkMulti-Tasking

Tools & Technologies

Microsoft OfficeCRM SystemsElectronic Business Banking Platforms

Industry Keywords

Treasury ManagementBankingCommercial Card ServicesMerchant ServicesFinancial ServicesClient Data ManagementFraud Risk ReductionConfidentiality Compliance

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 sales calls with assigned clients and business partners
Manage annual Treasury Management client reviews, upselling new services and identifying 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 small business referrals and lead the process from proposal through implementation
Coordinate and assist with RFPs, pitch books and contract negotiations
Conduct product demonstrations for clients
Gather implementation data, processing instructions and documentation
Monitor active implementations for 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
Provide cross-sell referrals to other Bank functional areas
Stay current on Treasury Management products, services and regulatory requirements
Represent Busey Bank and the Treasury Management team professionally
Maintain confidentiality and comply with 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
Knowledge of Microsoft Office
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
Reliable and predictable attendance

Benefits

Comp & perks

Bonus or incentives based on company and individual performance
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 insurance
Supplemental voluntary life insurance
Short-term disability insurance
Wellness incentives
Employee assistance program
Pre-tax health savings accounts
Flexible spending accounts