Benjamin Hass Mba, Ctp Email and Phone Number

Responsible for developing marketing plans, customer calling and sales as well as implementation of commercial banking non-credit products targeted toward the medium to large sized business with annual sales from $5,000,000 to $500,000,000. Manage and develop Treasury Management Officers within an assigned area to meet or exceed the bank’s goals.- Partners with Business Bankers to sell Treasury Management services to prospects and develop/execute on annual cross-sell plan for current customers in each banker’s portfolio.- Annually determines the team sales goals for fee income, service charge increases, and new non-interest deposit growth and referrals.- Responsible for orchestrating customer and prospect calls to expand business relationships.- Partner with Commercial Banking Relationship Managers and self source deposit rich segments to develop commercial relationships in all focused market locations.- Develops new Treasury Management business by analyzing market research data and current customer data from internal systems to develop a list of prospects and/or cross sell opportunities.- Prepares and presents comprehensive sales proposals and presentations/demos to clients in addition to participating and leading product training for various audiences.- Manages all elements of the Treasury Management sales cycle to include business development, prospect qualification, needs analysis, close and implementation of services.- Acts in role of business service charge captain to train, support and target growth of business service charges for a specified area.- Serves as sales officer and liaison to Heartland Treasury Management Division to ensure that new services are established correctly and timely. Supports resolution of client issues in a professional and responsive manner.- Responsible for business relationship management of all Treasury Management products. Works closely with HTLF Treasury Management Support to implement new services.

- Establishes, builds, manages and maintains complex professional banking relationships with major clients/prospects which utilize depository/cash management services; calls on major commercial accounts and prospects to develop new relationships and to promote additional bank services.- Develops and executes sales presentations for customers/prospects including cost/benefit analyses; service and fee comparisons, written proposals, and profitability analysis.- Plans, implements, and evaluates product and service sales to customers, prospects, coordinates with various areas of the Bank which provide various services.- Cross sells all Bank products and services; refers customer/prospects to the appropriate division/department; monitors and ensures appropriate follow up.- Provides advice and guidance to less experienced Sales Consultants on practices and procedures; may accompany other Sales Consultants during client presentations to provide expertise regarding depository/cash management services.- Prepares and provides sales/service management tools for management including call plans, call reports, sales reports, and profitability and market analyses.- Prepares and recommends customer, market, product, and pricing strategies to ensure that objectives are met with respect to market share and profitability goals.- Coordinates service support for resolution of customer problems/complaints with depository/cash management services; communicates resolutions to customers; handles more complex DDA/Deposit processing problems which reoccur or are of magnitude which affect customer relationships.

Directly responsible for identifying, analyzing, selling and supporting treasury management products and services to established clients and prospective corporate clients.- Responsible for the generation of new cash management business and expansion of existing business relationships. Primarily focused on clients with annual revenues up $10MM. - Achieve established individual, department and Bank goals through active participation in sales management and officer call programs.- Directly responsible for identifying, analyzing, selling and supporting treasury management products and services to established clients and targeted prospective corporate clients.- Work closely with Business Banking Officers, Business Banking Center Managers and all other associates related to Banking Centers in achieving specific fee and deposit goals.- Educate relationship managers and other associates for the purpose of developing business.- Solidify client retention by providing a superior level of client service.- Assess client needs and recommends effective strategies; negotiates pricing to optimize profitability of products or service solutions.- Responsible for maintaining a high level of company and client confidentiality.- Utilizes knowledge of competition and industry best practices regarding appropriate treasury management products and services.- Maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements

Sell third-party processing services to broker dealers and mutual fund companies. Emphasis on calling on new clients/prospects. Introduce them to UMB Bank and the various retail and treasury management products offered (check clearing, debit card processing, ACH origination, ARP, etc.). Assist in creating custom processing solutions for potential as well as existing clients.- Brought in new client relationships resulting in over $200,000 in new annual revenue. - In 11 months created a bank deposit pipeline of over $260,000,000.- Created a $500,000 pipeline of treasury management based relationships with brokers/mutual fund companies. - Called on over 1,000 banks and 300 brokers/mutual fund companies.- Attended SIFMA conference annually in order to introduce UMB to prospective clients. - Has an extensive and detailed knowledge of the FDIC sweep deposit product/space.

Responsible for managing bank resources to support all client initiatives. Conduct periodic client visits and conference calls to review services and discuss new initiatives and satisfaction levels. Maintain regular proactive communication with the clients regarding all components of service delivery and set proper expectations for product/service delivery. Continually build and leverage credible relationships with internal/external clients to achieve desirable outcomes. Additional duties include:- Has a thorough understanding of the ICM (Investor Cash Management) system and its impact to client’s investor transactions, the broker/mutual fund and its processor.- Has a comprehensive understanding of the debit/credit card affinity product and the corresponding application process. - Has an extensive and detailed knowledge of the FDIC SWEEP – Phase IV process, daily operational functions and legal/regulatory understanding.- Sell additional institutional, retail and treasury management services to existing client base.- Support national calling/sales officers in sales efforts/calls to prospective clients.- First officer on assigned accounts.- Act as an advocate for all client’s banking services/initiatives

Managed an internal team that interacted with various internal/external clients including Asset Management, Personal Trust, Corporate Trust and Investor Services Group. - Served as a client relationship manager administering relationships between internal teams as well as external clients. - Conducted monthly staff meetings to inform staff of upcoming announcements, benchmarking statistics, set goals and processing changes. - Mentored and developed staff, giving honest and constructive feedback during year end performance evaluations. Identified and supported any developmental activities and successfully integrated these into the organization. - Ensured the effectiveness and efficiency of daily operations. Identified opportunities to increase quality, productivity and control. - Supervised/oversaw all trades and money movements were accurately processed and authorized by deadlines. Ensure all inquiries were researched, actively pursued for resolution, and action taken to resolve within stated expectations.

Coordinating payments (interest, full and partial calls, maturities) on over 1 billion dollars in municipal bonds on a daily basis to all bond holders.- Oversaw all physical vault activity on a day to day basis. - Approved underwriter’s positions on new bond issues with DTC as well as coordinating with 20 trust administrators about new issues/future payments.

Responsibilities included: Accurately analyze, process and document work related to the receipt of funds for payrolls into retirement plans. In addition, the Cash Receipts Manager was responsible for facilitating communication to all other operational departments regarding these transactions and to monitor these activities to completion.

Responsibilities included: Responsible for trade processing/cash management for over 35 mutual fund accounts. Reconciled all mutual fund accounts at the end of each trading day as well as each month. Used excellent communication skills in order to settle client/broker disputes. Brought a commitment for hard work and accuracy, resulting in enhanced account relationships.