Treasury & Cash Management Coordinator

Minnesota Bankers Association; Monticello, Northern (MN, KY); On-site; USD 52,000 - 72,000; Full time

Job summary

Sherburne State Bank is seeking a Cash Management Associate to support the Business Development Banker by coordinating sales activities, onboarding clients, and growing commercial deposit relationships. You will help manage pipelines, assist with onboarding packages, and coordinate treasury management implementations.

The role emphasizes maintaining a seamless customer experience while handling day-to-day administrative duties, enabling bankers to focus on networking and relationship development.

Qualifications

• The candidate holds an Associate or Bachelor's degree in business or finance.
• Knowledge of treasury/cash management products and related services.
• Proficiency in Microsoft Office and CRM systems is required.
• Excellent written and verbal communication, organization, and multitasking abilities.
• Attention to detail and a customer-service oriented mindset.

Responsibilities

• Assist with onboarding new deposit relationships.
• Support ongoing customer retention efforts.
• Prepare account opening documentation.
• Coordinate treasury management and cash management implementations.
• Manage CRM records, sales pipelines, and prospect tracking.
• Assist with prospect and client meetings as needed.
• Prepare sales call reports and conduct portfolio reviews for opportunities.
• Monitor client service issues and coordinate resolutions.
• Support referral tracking between business banking and commercial lending.
• Assist with new business acquisition activities.
• Prepare proposals, presentations, and client review materials.
• Generate reporting on sales activity and portfolio growth.

Skills

Microsoft Office

Online banking software

Core digital banking platforms

CSI experience

Apiture experience

Customer service

Teamwork

Leadership

Time management

Analytical thinking

CRM systems

Education

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

Certified Treasury Professional (CTP) and/or Accredited ACH Professional (AAP) or similar certifications

Tools

CRM software

Job description

Sherburne State Bank is seeking a Cash Management Associate to support the Business Development Banker by coordinating sales activities, onboarding clients, and growing commercial deposit relationships. You will help manage pipelines, assist with onboarding packages, and coordinate treasury management implementations.

The role emphasizes maintaining a seamless customer experience while handling day-to-day administrative duties, enabling bankers to focus on networking and relationship development.