Treasury & Cash Management Advisor

Milwaukee Succeeds; Waukesha (WI); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) matching

Employee Stock Ownership Plan

Paid time off

Paid holidays

Flexible Spending Account

Pet insurance

Job summary

Milwaukee Succeeds is seeking a Treasury Support Specialist in Waukesha, WI. The role involves supporting business banking customers by offering products, handling client requests, and deepening customer relationships. Candidates should have at least 1 year of sales or customer service experience, a High School Diploma, and ideally an Associate's Degree. Benefits include outstanding medical, dental, and vision insurance, 401(k) matching, and more.

Qualifications

• 1 year of sales and/or customer service experience required.
• Completion of Banker Certification within 6–8 months.
• 2–4 years of sales/customer service experience preferred.

Responsibilities

• Offer bank products to existing customers and prospects.
• Support and process client requests including wires and transfers.
• Engage in proactive sales and cross-sell activities.

Skills

Sales experience

Customer service

Cash management

Education

High School Diploma or GED

Associate's Degree in business or a related field

Job description

Milwaukee Succeeds is seeking a Treasury Support Specialist in Waukesha, WI. The role involves supporting business banking customers by offering products, handling client requests, and deepening customer relationships. Candidates should have at least 1 year of sales or customer service experience, a High School Diploma, and ideally an Associate's Degree. Benefits include outstanding medical, dental, and vision insurance, 401(k) matching, and more.