Treasury Management Support Specialist

At a Glance

Nicolet National Bank is seeking a Treasury Management Support Specialist to assist the Treasury Management team in providing superior service to engaged customers. This role requires strong communication skills, a solid understanding of treasury management products, and the ability to handle multiple tasks efficiently.

Responsibilities

• Assists the Treasury Management team in delivering superior service to engaged Treasury Management relationships.
• Handles day-to-day Treasury Management customer support needs through phone and email.
• Supports the Treasury Management sales team with statement analysis, special projects, and other team-related needs.
• Follows up with customers on file and processes approval requests.
• Maintains accurate data files and service inventory logs.
• Assists with product and service implementation and user training as needed.
• Keeps abreast of all treasury management products and services, including explaining features and benefits to clients and prospects.
• Serves as a liaison between the Commercial Banking Team and Operations, and between customers and Operations.
• Ensures compliance with applicable laws and regulations.
• Maintains a positive attitude and works collaboratively with colleagues from diverse backgrounds.

Qualifications

• High school diploma or equivalent work experience.
• 2+ years banking experience.
• 5+ years of banking experience in commercial lending, treasury management, or related areas.
• Accredited ACH Professional certification desired.
• Proficiency with PC, phone systems, and general office equipment.
• Strong organizational, multi-tasking, and prioritizing skills.
• High degree of accuracy.

Benefits

• Medical, Dental, Vision, & Life Insurance
• 401(k) with a company match
• PTO & 11 1/2 Paid Holidays

About the Role

This role is an essential part of the Treasury Management team, supporting the sales team and ensuring customer satisfaction. It requires a proactive approach to problem-solving and a commitment to maintaining high standards of service.

Requirements

• Ability to maintain strict confidentiality.
• Strong judgment and decision-making skills.

Skills

• Excellent communication skills.
• Knowledge of treasury management products and services.
• Ability to manage multiple tasks simultaneously.
• Confidentiality and compliance awareness.