Treasury Management Intern

Ixonia Bank; Town of Ixonia (WI); On-site; USD 17,000 - 25,000; Part time

Job summary

Ixonia Bank is seeking a paid, onsite Treasury Management internship for Summer 2027 in Wisconsin. The intern will shadow the TMO, assist with TM product implementations, and participate in business development and operations training to support cash management services.

Responsibilities include customer reviews, assisting with ACH setup, and supporting bankers on new opportunities while complying with regulatory requirements and maintaining professional communication with customers and team

Qualifications

• Working knowledge of Ixonia Bank Banking products and services.
• Requires judgment in handling customer service situations.
• Must be detailed oriented and accurate; possess excellent organization skills; ability to prioritize projects; and balance multiple tasks.
• Excellent verbal and written communication skills.
• High level of responsiveness to internal and external customers.
• Strong presentation skills and ability to present information in a confident and professional manner.
• Ability to effectively offer customers and prospects new deposit and cash management services.
• Ability to accurately calculate costs based on activity levels of various products, interest and profitability.
• Thorough understanding of bank statements and account analysis statements.
• Ability to take initiative, and work as a self-starter, effectively with minimal supervision.
• Aptitude for problem solving.
• Ability to work well in group and individual settings.
• Strong knowledge of business and economic conditions.

Responsibilities

• Gain an understanding of Treasury Management and how it helps businesses in their day-to-day financial activities.
• Assist with implementation of new TM products and services.
• Assist with various projects to increase bank fee income.
• Shadow the Treasury Management Officer (TMO) on sales calls.
• Complete annual TM customer reviews with TMO.
• Shadow Business Services Team on calls.
• Attending Commercial Lending and TM meetings.
• Works directly with bank staff and TMO to proactively identify cash management sales opportunities, leads and/or product upgrades within an existing portfolio.
• Works with customers, branches, and departments to assist set up new ACH customers and assist with questions on the services they are utilizing.
• Assists Business Bankers in managing existing clients or prospects to deliver a consistent experience both initially and with the ongoing servicing of their needs.
• Works with Retail Bankers to establish procedures for opening and documenting new deposit accounts for commercial customers.
• Favorably represents Ixonia Bank at community functions and meetings.
• Understands and adheres to all regulatory compliance-related requirements associated with the cash management department and products.
• Assist in the development of Treasury Management Products.
• Prepares analysis comparisons for prospective customer’s that compare Ixonia Bank’s fees to those of the customer’s current bank.
• Educates customers on cash management services, provides product demonstrations, establishes products, and provides support and training for successful use of products/services.
• Contacts customers following implementation to identify any issues or questions.
• Assists Business Banking Head in managing third party vendors and relationships.

Skills

Communication skills

Detail oriented

Organization skills

Problem solving

Teamwork

Self-starter

Regulatory awareness

Customer service

Education

High School or better

Job description

At Ixonia Bank, we pride ourselves on our core values which are evident in our work, how we interact with each other, & how we take care of our customers. We believe every individual counts! Our highly-qualified, driven employees continually strive to give Ixonia Bank customers a personal banking experience. If you are interested in joining the Ixonia Bank team, we invite you to check out opportunities that match your skills and talents. We offer rewarding careers, all within a professional and friendly work environment.

This paid, onsite internship is posted for the Summer of 2027, estimated start date would be on or shortly after May 3, 2027.

Principal Duties and Responsibilities:

• Gain an understanding of Treasury Management and how it helps businesses in their day-to-day financial activities.
• Assist with implementation of new TM products and services.
• Assist with various projects to increase bank fee income.
• Shadow the Treasury Management Officer (TMO) on sales calls.
• Complete annual TM customer reviews with TMO.
• Shadow Business Services Team on calls.
• Attending Commercial Lending and TM meetings.

Business Development

• Works directly with bank staff and TMO to proactively identify cash management sales opportunities, leads and/or product upgrades within an existing portfolio.
• Works with customers, branches, and departments to assist set up new ACH customers and assist with questions on the services they are utilizing.
• Assists Business Bankers in managing existing clients or prospects to deliver a consistent experience both initially and with the ongoing servicing of their needs.
• Works with Retail Bankers to establish procedures for opening and documenting new deposit accounts for commercial customers.
• Favorably represents Ixonia Bank at community functions and meetings.

Operations and Training

• Understands and adheres to all regulatory compliance-related requirements associated with the cash management department and products.
• Assist in the development of Treasury Management Products.
• Prepares analysis comparisons for prospective customer’s that compare Ixonia Bank’s fees to those of the customer’s current bank.
• Educates customers on cash management services, provides product demonstrations, establishes products, and provides support and training for successful use of products/services.
• Contacts customers following implementation to identify any issues or questions.
• Assists Business Banking Head in managing third party vendors and relationships.

Qualifications, Job Knowledge, Skills and Abilities: (Competencies)

• Working knowledge of Ixonia Bank Banking products and services.
• Requires judgment in handling customer service situations. Ability to gather, evaluate and form reasonable and effective decisions.
• Must be detailed oriented and accurate; possess excellent organization skills; ability to prioritize projects; and balance multiple tasks.
• Excellent verbal and written communication skills.
• High level of responsiveness to internal and external customers.
• Strong presentation skills and ability to present information in a confident and professional manner.
• Ability to effectively offer customers and prospects new deposit and cash management services.
• Ability to accurately calculate costs based on activity levels of various products, interest and profitability.
• Thorough understanding of bank statements and account analysis statements.
• Ability to take initiative, and work as a self-starter, effectively with minimal supervision.
• Aptitude for problem solving.
• Ability to work well in group and individual settings.
• Strong knowledge of business and economic conditions.

Qualifications

Education

Required

High School or better.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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