Hybrid Treasury Management Analyst | Client-Facing & Ops

Bridgewater Bank; Saint Louis Park (MN); Hybrid; USD 56,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Disability insurance

Parental leave

401(k) match

Paid vacation & holidays

Job summary

Ideal candidates have client-facing experience, banking/financial services background, and familiarity with Windows suite and Fiserv/Premier systems. This role offers a hybrid work model in the Twin Cities area.

Qualifications

• 3–5 years of banking/financial services experience.
• Prior Treasury Analyst/Personal Banker/Account Executive experience preferred.
• Fiserv/Premier experience highly preferred.
• Knowledge of Windows Suite (Excel, PowerPoint, Word, Access, Outlook).
• Strong attention to detail with professional organizational, written, and communication skills.
• Client facing experience required.

Responsibilities

• Provide administrative support to Treasury Management team.
• Manage onboarding of new clients and transition of clients.
• Manage documentation and paperwork.
• Interact with clients/manage correspondence with clients as appropriate.
• Schedule meetings with sales team and clients.
• Open new accounts.
• Collect documentation from clients.
• Prepare CIP cards.
• Assist in obtaining signatures.
• Serve as a liaison between Treasury Management and other BWB departments.
• Work with Treasury Management to gather paperwork.
• Ensure timeliness in response to clients.
• Preparation of sales materials.
• Work on cost comparisons, proposals, and timelines.
• Provide monthly reports for Treasury Management team as requested.
• Provide general client support.
• Serve as a client resource when the sales team is unavailable.
• Assist with general banking and Treasury Management questions.

Skills

Banking exp

Client facing

Attention to detail

Tools

Fiserv/Premier

Windows Suite

Job description

Ideal candidates have client-facing experience, banking/financial services background, and familiarity with Windows suite and Fiserv/Premier systems. This role offers a hybrid work model in the Twin Cities area.