Treasury Management Growth Specialist

Member FDIC; BLOOMINGTON, Northern (MN, KY); Hybrid; USD 64,000 - 75,000; Full time

Benefits offered by this job

Hybrid work model

401(k) with employer match

Paid vacation & holidays

Job summary

Bridgewater Bank is seeking a Treasury Management Specialist to build and nurture relationships with branches, educate teams on business deposits, and govern end-to-end Treasury Management processes. You will identify opportunities, prepare documentation, and onboard clients while supporting referrals and cross-sell initiatives.

The role emphasizes collaboration with leadership, handling complex clients, and driving growth through Treasury Management services like ACH, wire origination, remote

Qualifications

• Bachelor’s degree in Business or equivalent work experience.
• Exceptional business acumen and relationship management skills.
• Strong financial management skills and operational expertise.
• Excellent written, verbal, and interpersonal communication skills.

Responsibilities

• Develop relationships, provide education and support to Bridgewater Bank branches regarding business deposits focused on Treasury Management products and services.
• Identify and lead referral opportunities presented by branch teams.
• Act as a primary contact and resource for Bridgewater Bank branches business clients.
• Identify and develop business deposit and Treasury Management opportunities while acting on and closing all leads generated internally and externally.
• Attend regular branch meetings, pipeline meetings, and periodic loan committee meetings.
• Prepare account/Treasury Management agreements, complete account opening, Treasury Management operations documentation, submit for setup, if necessary.
• Follow up with clients to ensure successful onboarding.
• Conduct client/prospect needs analysis.
• Perform annual reviews/client touch points to review current offerings and promote additional opportunities.
• Coordinate efforts for more sophisticated/complex clients with VP/SVP Treasury Management.
• Emphasis on driving deposit generation and banking services including: ACH, Online Wire Origination, Remote Deposit, Corporate Credit Cards, Merchant Card Processing, Positive Pay, as well as Checking and Savings accounts.
• Duties: 90% support of Treasury Management referral activity, 10% new business development events

Skills

Relationship management

Financial acumen

Communication

Independent work

Team coordination

Vendor knowledge

Education

Bachelor’s degree in Business or equivalent

Job description

Bridgewater Bank is seeking a Treasury Management Specialist to build and nurture relationships with branches, educate teams on business deposits, and govern end-to-end Treasury Management processes. You will identify opportunities, prepare documentation, and onboard clients while supporting referrals and cross-sell initiatives.

The role emphasizes collaboration with leadership, handling complex clients, and driving growth through Treasury Management services like ACH, wire origination, remote