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First Business Bank · 5 hours ago

Treasury Specialist

Madison, WI

Full-time

Hybrid

New Grad, Entry Level

First Business Bank is a Top Workplaces USA company that prioritizes its people and client satisfaction. The Treasury Specialist plays a vital role in delivering exceptional service to clients, focusing on client onboarding, documentation management, product setup, and ongoing account monitoring.

Financial Services

Culture & Values

Responsibilities

Provide high degree of personal service to internal and external clients

Assist with client inquiries daily and pre-qualify clients or prospects for treasury products

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

Qualification

Customer serviceTechnology aptitudeDocumentation managementAccount monitoringTyping proficiencyInterpersonal skillsWritten communicationVerbal communicationHandle pressure

Required

Associate's degree in business related field or equivalent work experience

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