Treasury Management Portfolio Manager

Busey

Treasury management portfolio manager growing deposits and fee income for Busey Bank. Managing client sales, referrals, proposals, and Treasury Management implementations.

Posted 8/13/2026full-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 strong capabilities in client relationship management, proposal development, and execution of financial solutions. Proficient in analyzing client needs and delivering tailored presentations to drive product penetration and revenue growth.

Highest-signal resume keywords

Treasury Management ExperiencePayment Technology SalesClient Relationship ManagementProposal DevelopmentMicrosoft Office Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury ManagementPayment Technology SalesProposal DevelopmentPricing ModelsContract NegotiationClient Product DemonstrationsImplementation Data GatheringRFP AssistanceMarket Trend AnalysisCross-Selling

Soft Skills

Strong Oral CommunicationStrong Written CommunicationProblem SolvingMultitaskingResults-Oriented

Tools & Technologies

CRM SystemElectronic Business Banking Platforms

Industry Keywords

BankingFinancial ServicesTreasury Management ProductsRegulatory RequirementsFraud Risk Reduction

About the role

Key responsibilities & impact

Manage and cross-sell into an existing portfolio of Treasury Management clients to drive treasury and card fee income, deposit growth, and product penetration
Schedule, prepare, attend, and follow up on annual Treasury Management client reviews
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
Meet with line of business partners to discuss referral opportunities and market trends
Assist with RFPs, pitch books, and contract negotiations
Coordinate and conduct client product demonstrations
Gather implementation data, processing instructions, documentation, and other required information
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
Provide cross-sell referrals to other Bank functional areas
Maintain current knowledge of Treasury Management products, services, and regulatory requirements
Organize and complete assignments professionally, efficiently, and on time
Develop positive 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
Maintain reliable and predictable attendance

Requirements

What you’ll need

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 multitask and work independently
Results-oriented with excellent execution and closing capabilities
Ability to solve problems independently using logic and discretion
Bachelor’s degree with emphasis on Finance or Business, or previous banking and sales experience
3+ years of banking experience
Treasury Management experience and/or payment technology sales required
Knowledge of Microsoft Office
Reliable and predictable attendance

Benefits

Comp & perks

Bonus or incentives based on company and individual performance may be available
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