Treasury Solutions Specialist

Treasury Solutions Specialist

Job Description:

The Treasury Management (TM) Solutions Specialist evaluates client needs, supports sales initiatives, and maintains client satisfaction through ongoing assistance.

Working under general guidance, the TM Solutions Specialist aids TMOs in driving TM revenue. Responsibilities include preparing, analyzing, and delivering proposals, RFPs, and sales presentations. The role also involves pre-call planning, readiness, and participating in joint sales visits with TMOs and Commercial Bankers. A key focus is providing high-quality internal customer service by understanding and promoting the company’s sales culture and mission within member banks, managing reports and metrics, and handling all sales support functions within the business units.

Responsibilities:

• Prepare financial models, client bids, and profitability analyses for Treasury opportunities
• Ensure all necessary materials are ready for client and prospect meetings in territory management
• Coordinate proposal submissions by collaborating with relevant business units to gather required data
• Attend sales calls with Commercial Bankers and TMOs to understand client portfolios and support complex client relationships and onboarding
• Guide onboarding discussions and provide demonstrations of Treasury and Payment Solutions software
• Oversee onboarding of new accounts and implementation of TM services for both new and existing clients
• Manage exception pricing updates and review post-transaction accounts to confirm accurate billing
• Develop comprehensive Relationship Analyses covering account setup, industry trends, and product/service recommendations
• Assist in fraud prevention and the setup of positive pay services for clients impacted by fraud
• Serve as the designated backup for TMOs, support clients as needed, and promote TM products to increase client relationship product penetration
• Facilitate client service communication channels and enhance teamwork; prepare materials for internal meetings and procedural updates
• Monitor Salesforce dashboards regularly to reconcile discrepancies between sales opportunities and implementation
• Participate in pipeline meetings with TMOs to prepare for the next stage of sales support for each identified opportunity

Qualifications:

• Bachelor’s degree in Business Administration, Management, or Finance
• 3 years of experience in sales, sales support, or commercial banking preferred
• Knowledge of basic cash management products, corporate credit cards, and standard banking principles
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Strong interpersonal skills and excellent customer service abilities; effective communication and client-focused approach are essential
• Ability to organize and prioritize tasks to meet deadlines, adapt to changing circumstances, and maintain accuracy and attention to detail

Why Join Us:

At UMB, you are more than a tool for achieving results. You are part of a team that values professionalism, community, and growth. Expect a culture that emphasizes heart, trust, and opportunity. UMB employees are encouraged to explore multiple career paths and contribute their voice to the organization.

Who We Are:

We are advisors, consultants, problem-solvers, partners, community contributors, and domain specialists. Our goal is to help you maximize each opportunity by providing a strong financial foundation to support your success.

Apply Now