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Treasury Services Associate Jobs in Kansas (NOW HIRING)

Knowledge and understanding of Cash Management products and services, including but not limited to ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

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... treasury services, or financial services operations preferred * Strong understanding of banking ... Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field Pay Details ...

... treasury services, or financial services operations preferred * Strong understanding of banking ... Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field Pay Details ...

Mortgage Wire Desk, II Analyst

Topeka, KS ยท On-site

$24 - $33.65/hr

... treasury/cash management initiatives and projects, such as bank account management, banking service ... Carrington Associates. For more information about Carrington Charitable Foundation, and the ...

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Treasury Services Associate information

What is a Treasury Services Associate?

Treasury Services Associates are entry-level professionals who support the management and optimization of a company's cash flow, liquidity, and financial transactions. They assist with tasks such as processing payments, managing bank accounts, reconciling statements, and supporting the implementation of treasury solutions. These associates often work closely with senior treasury staff to ensure efficient daily operations and compliance with financial policies. Their role is crucial in helping organizations manage their financial resources effectively and mitigate financial risks.

What are some typical challenges Treasury Services Associates face when managing cash flow and liquidity for clients?

Treasury Services Associates often encounter challenges such as balancing the need for liquidity with minimizing idle cash, adapting to rapidly changing market conditions, and ensuring compliance with regulatory requirements. They must be detail-oriented to monitor large volumes of transactions and proactive in identifying discrepancies or potential risks. Collaborating closely with internal teams and clients, they also need to communicate complex financial concepts clearly while maintaining strong client relationships.

What are the key skills and qualifications needed to thrive as a Treasury Services Associate, and why are they important?

To thrive as a Treasury Services Associate, you need strong analytical abilities, attention to detail, and a solid understanding of finance or accounting, often supported by a relevant degree. Familiarity with treasury management systems, financial software like Excel, and knowledge of regulations such as AML/KYC are typically required. Excellent communication, problem-solving, and client service skills help set you apart in this role. These competencies are crucial for ensuring accurate transaction processing, regulatory compliance, and effective client support in financial operations.

What is the difference between Treasury Services Associate vs Cash Management Specialist?

AspectTreasury Services AssociateCash Management Specialist
Required CredentialsBachelor's degree, relevant certifications often preferredBachelor's degree, certifications like CAMS or CTP beneficial
Work EnvironmentBanking or financial institution, corporate treasury teamsBanking, financial services, corporate treasury departments
Employer & Industry UsageCommonly employed in banks and financial institutionsUsed in banks, corporations, and financial service firms
Comparison Search IntentUnderstanding roles in treasury operationsFocusing on cash flow management and banking services

The Treasury Services Associate and Cash Management Specialist roles both involve working within treasury and banking environments, often requiring similar educational backgrounds and certifications. While the Treasury Services Associate typically supports treasury operations and client services, the Cash Management Specialist focuses more on managing cash flow and banking solutions. Both roles are integral to financial institutions and corporate treasury teams, with overlapping skills but distinct primary responsibilities.

What cities in Kansas are hiring for Treasury Services Associate jobs?

Cities in Kansas with the most Treasury Services Associate job openings:

Treasury Management Officer-Business Banking

UMB Financial Corporation

Overland Park, KS โ€ข On-site

$57K - $90K/yr

Full-time

Re-posted 21 days ago


Job description

The Business Banking team actively calls on businesses that typically have annual revenue between $1MM and $20MM. The team includes relationship managers, client managers officers, treasury management officers and others that provide a suite of products and services that serve companies of this size. The objective of the group is to earn the title of trusted advisor and help these companies grow and prosper in our community.
As the Treasury Management Officer - Business Banking, you are responsible for treasury management and payables sales activity in our Business Banking market segment. The position will both generate and respond to referrals and serve as a subject matter expert to introduce products and services to business banking and practice solutions clients.
How you'll spend your day:
  • Build rapport and partner with business banking relationship officers and others to identify, target and build opportunities for Treasury Management solutions to meet and/or exceed established referral, sale/cross sale revenue goals which are defined in outlined performance objectives set by manager.

  • Manage pipeline for accuracy.

  • Maintain a clear understanding of the bank's products and services to provide maximum support to prospects and clients.

  • Identify market dynamics and communicate to management about new products, services, and trends.

  • Serve our current and prospective clients to identify working cash flow opportunities, position bank products and services to enhance client efficiencies and drive fee income generation to the bank.

  • Product line includes liquidity, receivables, payables and fraud protection services.

  • Demonstrates services to prospects, when appropriate, through personal meetings or as part of a coordinated, multi-product sales presentation. โ€ข

  • Represent Treasury Management in internal/external settings and build brand awareness.

  • Attend sales meetings and contribute as appropriate.

  • Other duties as assigned.

We're excited to talk to you if:
  • 3+ years banking experience

  • 2+ years in selling or supporting commercial or treasury services

  • Demonstrates ability to prospect, network & influence at various levels within a company and with clients - very self-motivated

  • Demonstrates effective interpersonal skills to partner across lines of business and with clients - be a team player

  • Knowledgeable of Treasury Management products and services, corporate card and impacts on clients cash flow process

  • Knowledgeable of credit and operational risks-ability to identify and alert team of potential exposure

  • Knowledgeable of market/industry trends

  • Demonstrates excellent communication skills (written & verbal)

  • Demonstrates proficiency in Microsoft products (Word, Excel, PowerPoint)

Bonus points for:
  • Bachelor's degree

  • Certified Treasury Professional (CTP)

  • Certified Cash Management (CCM)

Compensation Ranges:
US Employees in California, Washington DC, New Jersey, and New York:
$69,920 - $109,460
US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:
$63,830 - $100,210
US Employees in all other states not listed above:
$57,760 - $90,960
The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
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