Sr. Treasury Management Analyst
Bridgewater Bank · St Louis Park, MN · 1 mo ago
$64k–$75k/yrFull-time
We are looking for a highly organized client facing Treasury Management Analyst to join our Treasury Management team. Accountable to the Lead Treasury Management Analyst, in this role, you will support the Treasury Management team and serve as a liaison between Treasury Management and other BWB departments. This role will be a point of contact for clients when the Treasury Management team is unavailable, will provide full administrative support to the Treasury Management team and focus on complex Treasury Management relationships. Responsibilities Provide administrative support to Treasury Management team Manage onboarding of new clients and transition of clientsManage documentation and paperworkInteract with clients/manage correspondence with clients as appropriateSchedule meetings with sales team and clientsAttend and participate in client transition meetingsSupport onboarding of complex Treasury Management relationships Open new accountsCollect documentation from clientsPrepare CIP cardsAssist in obtaining signaturesServe as a liaison between Treasury Management and other BWB departmentsWork with Treasury Management to gather paperworkEnsure timeliness in response to clientsPreparation of salesWork on cost comparisons, proposals and timelinesProvide monthly reports for Treasury Management team as requestedProvide general client supportServe as a client resource when the sales team is unavailableAssist with general banking and Treasury Management questionsPrimary point of contact for complex Treasury Management relationshipsAttend client meetings, reviews, etc as appropriate Qualifications 7+ years of banking/financial services experiencePrior experience as a Treasury Analyst, Personal Banker or Account Executive preferredFiserv/Premier experience highly preferredKnowledge of Windows Suite (Excel, PowerPoint, Word, Access, Outlook)Attention to detail with professional organizational, written, and communication skillsClient facing experience required About Bridgewater Bank Picture yourself at one of the Twin Cities’ best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank. We are on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that is why we’ve created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way. At the end of the day, we believe competitive salaries, top-tier benefits, a hybrid work model, and transparency into the business is a given. Working together toward something meaningful with people you enjoy, is just a bonus! Compensation & Benefits The typical annual base pay range for this role is between $63,700 - $75,200. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance. Bridgewater Bank provides a broad offering of competitive benefits including (but not limited to): Healthcare (medical, dental, vision)Basic term and optional term life insuranceShort-term and long-term disabilityParental leave401(k) with employer matchPaid vacation & paid holidays Please Note The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. It is Bridgewater Bank’s policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits, and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability, or any other characteristic protected by applicable federal, state, or local law. STATUS: Exempt