Treasury Management Operations Officer

Bank First; Beloit, Manitowoc (WI, WI); On-site; USD 90,000 - 120,000; Full time

Job summary

Bank First in Manitowoc, WI is seeking a Treasury Management Operations Officer to lead the TM department, ensure top‑notch customer service, and align operations with the bank’s strategic plans. You will oversee product implementation, client onboarding, and risk management across treasury services.

The role emphasizes collaboration with relationship managers, business bankers, and branches to deliver superior treasury solutions and support to commercial clients.

Qualifications

• Bachelor’s degree in business or related field.
• 5+ years of Treasury Management experience or similar.
• Excellent verbal and written communication.
• Detail-oriented and able to train others.

Responsibilities

• Develop and execute TM operational strategy including account setup and product implementation.
• Lead client training and service level agreements to ensure customer satisfaction.
• Coordinate with bankers to solicit and manage treasury management deals.
• Oversee TM staff performance, reviews, and reporting.

Skills

Excellent communication

Team leadership

Customer service orientation

Education

Bachelor’s degree in business or related field

Graduate degree preferred

Job description

Job DetailsJob Location: Bank First Manitowoc - Manitowoc, WI 54220

Why Work at Bank First

At Bank First, we’re not just a bank— we’re a community. Consistently ranked among the top-performing banks in the U.S. and Wisconsin, and recognized by American Banker as one of the “Best Banks to Work For”. We combine professional excellence with a culture that truly values people. When you join Bank First, you’re joining a team that invests in your growth, supports your well-being, and celebrates your contributions.

Why You’ll Love Working Here

• Your career growth is supported through training, mentoring, and advancement opportunities
• Flexibility allows you to balance work and life without compromise
• Your contributions directly impact guests and communities you care about
• You’re part of a culture built on respect, collaboration, and empowerment

At Bank First, you don’t just fill a role—you make a difference. Every interaction matters, and every team member helps shape the experience our guests love.

Treasury Management Operations Officer

The Treasury Management Operations Officer oversees the Operations of the Treasury Management department. This position leads and is responsible for TM operational, product & customer service. These strategies ensure the department provides everything needed for successful cooperate client onboarding as well guaranteeing existing cooperate customers receive superior customer service and support. These strategies and implementation should align with the bank’s overall strategic and financial plan.

Key Responsibilities

• Develop and execute TM operational strategy including account setup, product implementation, client training, service level agreements, ongoing monitoring and business risk management.
• Develop and execute TM sales support strategy which includes working with relationship officers and other treasury management staff to engage in business development activities such as:
• Work with Business Bankers and Treasury Relationship Managers as well as Retail Branches to solicit clients for commercial treasury management and deposit services.
• Provide awareness to customers and prospects of other products and services that will solve problems including referrals to other business and consumer lines.
• Assess current customer needs to promote product cross sales growth and maintain existing relationships
• First point of contact for major TM clients
• Manage and develop the TM Operations Team
• Oversee TM Operations Staff annual review process and department reporting.
• Actively research and review Treasury Management products and pricing strategy. Create measurements and evaluation process for existing suite of products while helping prepare recommendations of new TM products or price changes based on feedback and partnership with Treasury Relationship Managers and Business Bankers.
• Treasury Management subject matter expert for the bank. Works closely with all departments to ensure proper communication and processes are in place.
• Point of contact for all Treasury Management partners/vendors while monitoring and seeking out new vendors as needed.
• Provide internal and external training and education to establish and reinforce Treasury Management Operations best practices and knowledge.
• Seek out projects that will enhance the efficiency of the department and ensure they are successfully completed.
• Provide a superior level of customer support to Business Bankers, Business Services Reps, Treasury Relationship Officers/Managers, Branch Staff, and Customers while promoting a culture of delivering outstanding customer experience.
• Proactively assist and/or directly resolve TM customer escalations and troubleshooting as needed.
• Other duties as assigned

Qualifications

• Bachelor’s degree in business or related field (Graduate degree in related field preferred)
• 5+ years of Treasury Management experience or alike
• Excellent communication - verbal and writing skills required
• Responsiveness to customer and banker needs required
• Detail - oriented with ability and desire to train others
• Ability to be flexible and thrive in a team environment required
• An understanding of basic accounting and technology related to a company’s financial operations preferred

About Bank First

Headquartered in Manitowoc, Wisconsin, Bank First serves communities across Wisconsin and the Illinois Stateline region. Our growth is built on relationship-based banking— getting to know our guests personally and helping them create lasting value.

Our Culture & Vision

We foster curiosity, creativity, and responsiveness while embracing individual differences. Employees are empowered with tools to succeed and supported in their careers. Our vision is to remain the top-performing, independent provider of financial services, delivering personalized solutions and value to guests and communities alike.

Our Values

• Relationship Based
• Community Focused
• Innovative Solutions
• Value Driven

Join Bank First and build a career where your contributions matter, your growth is supported, and your work makes a difference every single day.