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Business Relationship Officer-AVP-VP

Union Bank & Trust Company
Lincoln, NE Full Time
POSTED ON 4/18/2025
AVAILABLE BEFORE 6/17/2025
Description

Position Summary: The Business Relationship Officer, Assistant Vice President or Vice President of Treasury Management is responsible for the development of new treasury management business, expansion of existing business relationships and servicing customers. Promotes all UBT products and services, prepares sales presentations, and assists in the design and installation of treasury management services. This role is eligible for hybrid work from home opportunity under the work from home guidelines up to one day per week upon completion of onboarding.

Essential Functions:

  • Develop of new treasury management business, the expansion of existing business relationships, and the servicing of customers.
  • Develop and contact prospects to develop new treasury management business.
  • Meet with existing customers to ensure proper servicing of accounts and to expand existing business relationships.
  • Promote investments in Short Term Federal Investment Trust accounts with support from Short Term Investment department.
  • Prepare sales presentations, explain services offered, and recommend those services which would be of value to the customer.
  • Coordinate/development of new services, modifications of existing services, development of a marketing strategy, establishment of sales objectives and relevant reporting.
  • Attend various committee meetings to assist in objectives and coordination of efforts as well as seminars, schools, and association meetings to stay informed on industry trends and new technology.
  • Assist Department Managers and TM Team with department goals setting, annual planning and project completion.
  • Support the bank's management philosophy and customer service goals.
  • Understand and adhere to all bank policies, underwriting requirements, laws, and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required.
  • Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
  • Regular and reliable attendance is an essential function of this position.
  • Perform other job-related duties as assigned by Executive Management or Division Manager as required.

Qualifications:

  • Bachelor's Degree in Business Administration or related field preferred. Candidate may also possess applicable banking experience related to the position.
  • Treasury Management experience preferred.
  • General bank experience preferred.
  • Proficient in Microsoft Office products and in working with other financial software.
  • Valid Nebraska driver's license.

Preferred Talents:

  • High level of organization and analytical skills
  • Effective communicator - written and verbal
  • Independent with good judgment
  • Self- directed and takes initiative
  • Strong decision-making skills
  • Proven ability to multitask and prioritize multiple responsibilities
  • High level of ethical and professional standards

Working Environment:

Sedentary work - lifting and/or carrying up to 10 lbs. occasionally.

Occasionally exposed to outdoor elements or hazards.

Some travel required.

This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.

PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.



Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.


The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Equal Opportunity Employer Minorities/Women/Veterans/Disabled

 

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