UMB Bank
Job Type : Other
Date Posted : 4 May 2026
Treasury Sales Specialist
Overview of the Position:
The Treasury Management (TM) Sales Specialist role involves facilitating the sales of treasury management services by providing analytical support and client relationship management.
The TM Sales Specialist aids TMOs in expanding TM revenue under management oversight. Responsibilities include developing, assessing, and presenting proposals, RFPs, and sales pitches. Additionally, the role involves preliminary call planning, readiness, and collaborating on sales visits alongside TMOs and Commercial Bankers. Internal customer support is prioritized through the endorsement and implementation of sales goals across member banks, managing reports and evaluations, and overseeing auxiliary sales support duties within the business sectors.
Planning How to Allocate Your Time Effectively:
We Are Excited to Talk to You If You Have:
Are You Prepared to Participate in Something Greater?
You are not just a tool for achieving objectives or financial targets; UMB is made up of individuals passionate about their work, their colleagues, and the community. Expect higher standards, deeper compassion, recognition for your unique qualities, and encouragement to support causes you care about. Ethical conduct, trust, and opportunities for growth are central. UMB employees are recognized for pursuing diverse internal career paths and for having their voices heard.
Who We Are:
We transcend the role of a mere corporation. We serve as guides, advisors, problem-solvers, allies, members of the community, and specialists, all dedicated to helping you optimize every opportunity by establishing a solid financial foundation to support your success.
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