Client-Centric Business Banking & Treasury Associate

Park State Bank; Minnesota; On-site; USD 45,000 - 65,000; Full time

Job summary

Park State Bank is seeking a Business Banking & Treasury Management Associate to provide exceptional service and support to business clients, bridging sales and relationship management. You will assist onboarding, deposit account servicing, and Treasury Management product support.

The role requires strong organization, detail orientation, product knowledge, and a client-first mindset, with the goal of maintaining strong relationships and timely issue resolution in a fast-paced banking

Qualifications

• 2-3 years related retail, business banking, treasury management experience, and/or bachelor's degree in related fields.
• Prior experience in customer service, preferably in a banking or financial services industry.
• Knowledge of banking operations, regulations, and compliance requirements.
• Excellent communication skills, both verbal and written, with the ability to effectively convey complex information and resolve issues with professionalism and diplomacy.

Responsibilities

• Promotes customer retention and satisfaction by addressing issues and ensuring positive client experiences.
• Serves as the primary support contact for business clients and assigned Business Bankers.
• Provides a high level of service, fostering strong client relationships through timely follow-up, problem resolution, and proactive communication.
• Identifies opportunities for additional services and refers to the appropriate internal partner.
• Leads client onboarding by drafting required documentation, setting up Treasury Management services, provides product training to clients, and coordinates with internal partners.
• Opens, closes, and services a variety of business deposit accounts including checking, savings, certificates of deposit, and specialized accounts.
• Initiates and processes requests related to debit cards, stop payments, address changes, safe deposit boxes, and check orders.
• Prepares account documentation and coordinating required internal approvals.
• Onboards clients to Treasury Management services such as online banking, ACH, Positive Pay, Remote Deposit Capture, and Wire services.
• Trains clients on how to use Treasury Management tools effectively and securely.
• The role identifies opportunities for additional services and refers to internal partners.

Skills

Client service

Communication skills

Attention to detail

Organization

Problem solving

Multi-tasking

Education

High school diploma

Additional education preferred

Job description

Park State Bank is seeking a Business Banking & Treasury Management Associate to provide exceptional service and support to business clients, bridging sales and relationship management. You will assist onboarding, deposit account servicing, and Treasury Management product support.

The role requires strong organization, detail orientation, product knowledge, and a client-first mindset, with the goal of maintaining strong relationships and timely issue resolution in a fast-paced banking