Treasury Relationship Specialist

Job Description:Treasury Relationship Specialist

Under general direction, the Treasury Management (TM) Sales Analyst supports Treasury Management Officers (TMOs) in driving TM revenue growth. This role is responsible for developing, analyzing, and delivering proposals, RFPs, and sales presentations. The position includes pre-call planning, preparation, and participation in joint sales calls with TMOs and Commercial Bankers. The TM Sales Analyst provides a high level of internal customer support by understanding and promoting the organization’s sales culture and vision across member banks, maintaining performance reports and metrics, and managing additional sales support activities within assigned business segments.

Managing Your Time Efficiently to Achieve Your Goals:

• Prepare forecasted financial analyses, proposals, and client profitability assessments for Treasury opportunities
• Conduct thorough pre-call planning and assemble required materials for effective client and prospect meetings within assigned territories
• Coordinate proposal submissions by gathering and consolidating information from multiple internal departments
• Participate in sales discussions with Commercial Bankers and TMOs to gain insight into the client base and assist with complex client relationships and onboarding processes
• Lead introductory discussions and deliver demonstrations of Treasury and Payment Solutions platforms to support sales efforts
• Oversee the implementation and onboarding of new accounts and TM services for both new and existing clients
• Support updates and coordination related to exception pricing
• Perform post-transaction account reviews to ensure accurate billing for newly onboarded clients and services
• Develop comprehensive Relationship Summaries detailing account structures, industry insights, and product or service recommendations
• Support fraud mitigation discussions and coordinate the activation of positive pay solutions for clients impacted by fraudulent activity
• Serve as a backup to TMOs and support clients as needed; identify referral and cross-sell opportunities to increase annual product penetration through account reviews, TM proformas, client proposals, and direct client interactions
• Strengthen client service communication channels and promote collaboration across teams; prepare materials for internal meetings, including pre-call coordination and process update briefings
• Monitor Salesforce dashboards weekly to identify and resolve discrepancies between sales opportunities and implementation progress
• Participate in regular pipeline meetings with TMOs to prepare for the next phase of sales support for identified opportunities

We Look Forward to Speaking With You If You Have:

• Bachelor’s degree in Business Administration, Management, Finance, or a related field
• 1–3 years of relevant experience, preferably in sales, sales support, and/or commercial banking
• Knowledge of foundational cash management systems, commercial card products, and standard banking practices
• Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook
• Strong interpersonal and customer service skills
• Ability to prioritize and manage work to meet deadlines while remaining adaptable, detail-oriented, and accurate

Are You Ready to Be Part of Something Bigger?

At UMB, you are more than a contributor to the bottom line—you are part of a community that values integrity, collaboration, and purpose. You’ll be appreciated for who you are, encouraged to support causes you care about, and trusted to do the right thing while growing your career.

Who We Are:

We are more than a traditional company. We serve as advisors, consultants, problem-solvers, partners, and engaged community members—committed to helping you make the most of every moment by providing a strong financial foundation that supports lasting success.

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