Treasury Management Support Specialist

Nicolet National Bank · Green Bay, WI · 2 days ago

AdministrativeFull-time

Job Summary

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida, we are proud to service our local communities and make a positive impact on the lives of our customers.

About the Role

The Treasury Management Support Specialist assists the Treasury Management team in ongoing superior service delivery to engaged Treasury Management relationships. This position partners with the Treasury Management sales team to best address customer needs and facilitates ongoing excellence in Treasury Management.

Responsibilities

Assists the sales team with statement analysis, special project work, and any other team-related needs.
Handles the day-to-day Treasury Management customer support needs through phone and email.
Aids in following up with customers on file and processing decision approvals.
Maintains accurate data files and service inventory logs.
Assists in product and service implementation and user training as needed.
Obtains and continually expands knowledge of all treasury management products and services, including developing the ability to effectively explain features and benefits to clients/prospects.
Serves as a positive liaison between the Commercial Banking Team and Operations, and between Customers and Operations, as well as all areas of the bank.
Upholds Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
Understands and communicates the value of diversity within the workplace and works successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification, including a commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Performs all other duties as assigned.

Qualifications

High school diploma or equivalent work experience.
2+ years banking experience.
5+ years of banking experience in commercial lending, treasury management, or related area.
Accredited ACH Professional certification desired.
PC, phone system, general office equipment.
Ability to maintain strict confidentiality.
Strong organizational, multi-tasking, and prioritizing skills.
High degree of accuracy.

Benefits