Treasury & Onboarding Specialist

First Business Bank; Madison (AL); On-site; USD 55,000 - 75,000; Full time

Job summary

First Business Bank in Madison, WI seeks a Treasury Specialist to deliver exceptional service to business clients. You will handle onboarding, documentation management, product setup, and ongoing account monitoring with keen attention to detail and strong product knowledge.

You will work onsite 5 days a week at our Madison location, collaborating with TM Sales Officers, preparing proposals, monitoring deviations, and scheduling reviews.

Qualifications

• Associate's degree in business or equivalent work experience.
• Superior customer service skills.
• Aptitude for technology and AI-enabled tools.
• High-accuracy typing skills.
• Excellent written and verbal communication; interpersonal skills.

Responsibilities

• Provide high degree of personal service to clients; assist with inquiries daily.
• Manage new client onboarding and ongoing maintenance for TM Sales Officers.
• Prepare deposit and treasury proposals and account analysis fee proforma.
• Monitor monthly exception reports and coordinate renewals.
• Prepare and schedule account reviews for business clients.

Skills

Customer service

Tech aptitude

Typing

Communication

Time management

Education

Associate's degree

Job description

First Business Bank in Madison, WI seeks a Treasury Specialist to deliver exceptional service to business clients. You will handle onboarding, documentation management, product setup, and ongoing account monitoring with keen attention to detail and strong product knowledge.

You will work onsite 5 days a week at our Madison location, collaborating with TM Sales Officers, preparing proposals, monitoring deviations, and scheduling reviews.