Treasury Management Sales & Onboarding Specialist

bellbank; BLOOMINGTON (MN); On-site; USD 65,000 - 90,000; Full time

Job summary

Bell Bank is seeking a Treasury Management Associate to assist with the sale, setup and servicing of Treasury Management products for commercial clients. You will work with TMOs on proposals, onboarding, setup, and ongoing relationship support.

Responsibilities include analyzing proposals, preparing contracts, coordinating onboarding, conducting basic account reviews, and collaborating with internal teams to meet client needs. Strong organization and communication skills are essential.

Qualifications

• Bachelor’s degree in Business Administration, Finance, or related field.
• 2–4 years of Treasury Management and/or related work experience preferred.

Responsibilities

• Acquire and maintain basic product knowledge on treasury management products, services and pricing.
• Assist Treasury Management Officers (TMOs) in analyzing and preparing proposals, pro-formas, relationship reviews, set-up sheets, contracts and other required docs.
• Assist with the submission of onboarding paperwork for Treasury Management products and client onboarding.
• Book new basic services including contract execution, setup instructions, and customer training.
• Handle basic customer inquiries on products and document activities.
• Assist TMOs in analyzing and recommending Treasury Management solutions to clients.
• Collaborate with internal bank teams to meet customer needs across departments.
• Participate in projects and prepare reports used for internal tracking.
• Prepare account reviews for TMOs and support new client onboarding processes.

Skills

Treasury Management

Client Relationship

Proposal Analysis

Onboarding

Education

Bachelor's Degree in Business Administration/Finance

Job description

Bell Bank is seeking a Treasury Management Associate to assist with the sale, setup and servicing of Treasury Management products for commercial clients. You will work with TMOs on proposals, onboarding, setup, and ongoing relationship support.

Responsibilities include analyzing proposals, preparing contracts, coordinating onboarding, conducting basic account reviews, and collaborating with internal teams to meet client needs. Strong organization and communication skills are essential.