Treasury Specialist

About the role

The Treasury Specialist plays a vital role in delivering exceptional service to clients in the areas of banking and deposit technology. This position focuses on client onboarding, documentation management, product setup and maintenance, and ongoing account monitoring. With a strong attention to detail, deep product knowledge, and a proactive approach to anticipating client needs, the Specialist ensures a seamless and high-quality experience for our business clients.

Responsibilities

• Provide high degree of personal service to internal and external clients.
• Assist with client inquiries daily.
• Manage new client onboarding and ongoing maintenance for TM Sales Officers which includes client documentation, document preparation, and product set-up information gathering.
• Proactively assists Officers to develop deposit and treasury proposals including proposal document preparation and modeling of account analysis fee proforma.
• Monitor monthly exception reports and coordinate renewals.
• Prepare and schedule account reviews for business clients.

Requirements

• Associate’s degree in business related field or equivalent work experience

Skills

• Superior customer service skills
• Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation
• Must type proficiently with a high degree of accuracy
• Excellent interpersonal skills and written and verbal communication skills
• Ability to handle pressure of meeting deadlines

Schedule

Based out of our Madison, WI location and onsite 5 days per week.