Business Banking Specialist - Treasury Mastery

State Bank Financial; La Crosse (WI); On-site; USD 52,000 - 74,000; Full time

Job summary

State Bank Financial seeks a Business Banking Specialist to serve as a primary contact for Business Banking clients, delivering exceptional service, Treasury Management support, and administrative assistance.

You will assist with Business Online Banking enrollment, onboarding, training, troubleshooting, and product updates; coordinate with internal teams to ensure accurate, timely service delivery and strong client relationships.

Qualifications

• Associate or bachelor’s degree in accounting, finance, business, or related field preferred.
• Experience supporting Business Online Banking and Treasury Management products preferred.
• Strong knowledge of Microsoft Office applications and banking systems.

Responsibilities

• Serve as a primary point of contact for general Business Banking client inquiries, providing prompt, professional, and accurate support.
• Facilitate communication between business clients and internal bank departments to ensure timely resolution of customer requests and service needs.
• Assist business clients with Business Online Banking enrollment, setup, maintenance, troubleshooting, user administration, and ongoing support.
• Provide training to clients on Business Online Banking, ACH, Remote Deposit Capture, Positive Pay, and other Treasury Management products and services.
• Support and provide backup coverage for the Treasury Management Officer, including client onboarding, agreement administration, documentation, and client support activities.
• Assist clients with Treasury Management product updates or new product implementation and coordinate with internal departments to ensure successful service delivery.

Skills

Treasury Management

Customer service

Attention to detail

Communication

Team collaboration

Education

Associate or Bachelor's degree in accounting, finance, business, or related field

Tools

Business Online Banking

ACH

Remote Deposit Capture

Positive Pay

Job description

State Bank Financial seeks a Business Banking Specialist to serve as a primary contact for Business Banking clients, delivering exceptional service, Treasury Management support, and administrative assistance.

You will assist with Business Online Banking enrollment, onboarding, training, troubleshooting, and product updates; coordinate with internal teams to ensure accurate, timely service delivery and strong client relationships.