Treasury Management Analyst

About the role

We are looking for a highly organized client facing Treasury Management Analyst to join our Treasury Management team. Accountable to the Senior Treasury Management Analyst, in this role, you will support the Treasury Management team and serve as a liaison between Treasury Management and other Bridgewater Bank departments. You will also be a point of contact for clients when the Treasury Management team is unavailable and will provide full administrative support to the Treasury Management team.

Responsibilities

• Provide administrative support to Treasury Management team
• Manage onboarding of new clients and transition of clients
• Manage documentation and paperwork
• Interact with clients/manage correspondence with clients as appropriate
• Schedule meetings with sales team and clients
• Open new accounts
• Collect documentation from clients
• Prepare CIP cards
• Assist in obtaining signatures
• Serve as a liaison between Treasury Management and other BWB departments
• Work with Treasury Management to gather paperwork
• Ensure timeliness in response to clients
• Preparation of sales
• Work on cost comparisons, proposals, and timelines
• Provide monthly reports for Treasury Management team as requested
• Provide general client support
• Serve as a client resource when the sales team is unavailable
• Assist with general banking and Treasury Management questions

Qualifications

• 3-5 years of banking/financial services experience
• Prior experience as a Treasury Analyst, Personal Banker or Account Executive preferred
• Fiserv/Premier experience highly preferred
• Knowledge of Windows Suite (Excel, PowerPoint, Word, Access, Outlook)
• Attention to detail with professional organizational, written, and communication skills
• Client facing experience required

Compensation

The typical annual base pay range for this role is between $55,900-$65,400. 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.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Parental leave
• 401(k) with employer match
• Paid vacation & paid holidays