Treasury Management Support Specialist

Nicolet National Bank; Green Bay (WI); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

401(k) with company match

PTO & 11 1/2 Paid Holidays

Job summary

Nicolet National Bank is seeking a Treasury Management Support Specialist in Green Bay, WI. This role supports the Treasury Management team, handling customer inquiries, statement analysis, and project work to ensure exceptional service to our clients.

Ideal candidates bring banking experience, strong organizational skills, and a commitment to accuracy and confidentiality. The position emphasizes cross-team collaboration and ongoing product knowledge in treasury services.

Qualifications

• High school diploma or equivalent work experience.
• 2+ years banking experience.
• 5+ years banking experience in commercial lending, treasury management, or related area.
• Ability to maintain strict confidentiality.
• Strong organizational, multi-tasking and prioritizing skills.
• High degree of accuracy.

Responsibilities

• Assists the Treasury Management team in delivering superior service to engaged Treasury Management relationships.
• Handles day-to-day Treasury Management customer support via phone and email.
• Supports the sales team with statement analysis and project work.
• Follows up with customers on files and approvals.
• Maintains accurate data files and service inventory logs.
• Assists with product implementation and user training as needed.
• Expands knowledge of treasury management products and services.

Skills

Banking experience

Treasury management knowledge

Customer service

Communication skills

Data accuracy

Education

High school diploma

Job description

Position: Treasury Management Support Specialist

Location: Green Bay - Operations Center, WI

Job Id: 817

# of Openings: 1

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Treasury Management Support Specialist is responsible for assisting the Treasury Management team in ongoing administrative and superior service delivery to engaged Treasury Management customers. This position partners with Treasury Management sales team members to best address Treasury Management customer needs. This position is an essential piece in facilitating ongoing excellence in Treasury Management.

As a Treasury Management Support Specialist, you will:

• Assists the Treasury Management team in ongoing superior service delivery to engaged Treasury Management relationships. Handles the day-to-day Treasury Management customer support needs through phone and email.
• Assists the Treasury Management sales team with statement analysis, special project work and any other team related needs.
• Assists to follow up with customers on file and processing decision approvals.
• Assists in maintaining accurate data files and service inventory logs. Does ops do this task today?
• Assists the sales team with product and service implementation and user training as needed.
• Obtains and continually expands knowledge of all treasury management products and services, including developing the ability to effectively explain to clients/prospects all of the features and benefits.
• Serves as a positive liaison between the Commercial Banking Team and Operations, and between Customers and Operations, as well as all areas of the bank.
• Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
• Performs all other duties as assigned.

Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.

Qualifications

• High school diploma or equivalent work experience.
• 2+ years banking experience.
• 5+ years of banking experience in commercial lending, treasury management, or related area.
• PC, phone system, general office equipment.
• Ability to maintain strict confidentiality.
• Solid judgment and decision-making skills.
• Strong organizational, multi-tasking and prioritizing skills.
• High degree of accuracy.
• 401(k) with a company match
• PTO &11 1/2 Paid Holidays

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.

Equal Opportunity Employer/Veterans/Disabled