Ent Credit Union · 4 hours ago
Treasury Management Specialist
Windsor, WI
Full-time
Onsite
Entry Level
$33/hr - $36.75/hr
2+ years expEnt Credit Union is a financial institution that has merged with Wings Credit Union to enhance member service and operational excellence. The Treasury Management Specialist will assist the sales team with onboarding accounts and services, provide product-related assistance to business members, and perform various operational tasks to support the treasury management needs of members.
EducationFinanceFinancial Services
Responsibilities
Provide responsive treasury management support to both members and internal business partners by demonstrating a deep knowledge of all treasury management products & services
Assist members with online banking and electronic payment navigation and support
Assist the TM sales team with the successful onboarding of new members; coordinate collaboration with internal business partners
Open business deposit accounts at the direction of the TM sales team, ensuring compliance with the Patriot Act and other regulations; order and maintain business debit cards
Perform setup and maintenance of all TM products and services within respective systems, including setup of ACH and wire transfer templates
Provide TM product and service training to members; install equipment when necessary
Ensure proper treasury management fee collection, adhering to waiver and exception policies and procedures
Prepare member-facing relationship reviews and annual product risk assessments
Process ACH, wire, mobile deposit and merchant deposit limit increases
Identify member needs and cross-sell additional products & services; make referrals to internal business partners
Maintain departmental product and usage logs and other reporting
Assist with account analysis proformas and the creation of sales presentations and other materials
Perform and complete daily Exception Item Processing including Check and ACH returns, prenotes and NOCs; Positive Pay; stop payments, non-post, and NSF; process deposit adjustments and encoding errors
Process and monitor all unauthorized debit card, ACH, check and credit card fraud disputes for business members; maintain reporting
Perform setup and maintenance of sweep accounts
Prepare and submit quarterly IBRETA and IOLTA remittance
Order business credit cards, process payments and troubleshoot declined transactions
Qualification
Required
High School Diploma/G.E.D
2+ years treasury management sales support experience or deposit operations experience
Required knowledge and/or experience includes but is not limited to: treasury management product knowledge and operations; item processing; ACH, fraud disputes, wire transfer processing and deposit account operations
Working knowledge of financial institution platforms and systems; experience with Fiserv Premier preferred
Working knowledge of NACHA and other compliance and regulatory security requirements
Ability to communicate in a professional manner in-person, over the phone and via email
Strong organizational and time-management skills with the ability to effectively multi-task, meet deadlines and provide regular updates
Excellent customer service skills, with proven ability to exercise good judgement and to de-escalate issues as necessary
Working knowledge of computer software (Microsoft Excel; Word; PowerPoint; Outlook)
Bondable
Preferred
Experience with Fiserv Premier preferred
Benefits
Generous 401(k) match
401k Discretionary Profit Sharing
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Short Term and Long Term Disability
Health Savings Account with company contribution
Employee Assistance Program
Paid Vacation, Sick, Floating Holidays and Volunteer Time Off
Paid Holidays
Tuition Reimbursement
Paid Parental Leave
Company
Ent Credit Union
Ent Credit Union is a financial institution to improving members financial quality of life and returning value through better rates.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-04-23Acquired
Leadership Team
Chad Graves
Chief Executive Officer
Annie Snead, CUDE
Community Advocacy Partner
Recent News
2025-10-13
GlobalFinTechSeries
2025-10-09
Company data provided by crunchbase