Treasury Specialist

Jobvite, Inc.; Madison, Northern (WI, KY); Hybrid; 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. The role focuses on onboarding, documentation management, product setup and ongoing account monitoring.

Responsibilities include onboarding new clients, preparing documents, scheduling reviews and modeling proposals. The candidate should have strong customer service, interpersonal and communication skills and be proficient with typing and digital tools.

Qualifications

• Associate’s degree in business related field or equivalent work experience.
• Superior customer service skills.
• Excellent interpersonal, written and verbal communication skills.
• Ability to type proficiently with high accuracy.

Responsibilities

• Provide high degree of personal service to internal and external clients.
• Manage new client onboarding and ongoing maintenance for TM Sales Officers including documentation, setup and information gathering.
• Assist Officers to develop deposit and treasury proposals including proposal document preparation and account analysis proforma.

Skills

Customer service

Typing

Communication skills

Technology aptitude

Education

Associate degree or equivalent

Job description

Join us today as a Treasury Specialist!
First Business Bank is aTop Workplaces USA company, learn more here.

At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us!

Work Model:

Based out of our Madison, WI location and onsite 5 days per week.

OVERVIEW

The Treasury Specialist plays a vital role in delivering exceptional service to clients in the areas of banking and deposit technology. This position focuses on client onboarding, documentation management, product setup and maintenance, and ongoing account monitoring. With a strong attention to detail, deep product knowledge, and a proactive approach to anticipating client needs, the Specialist ensures a seamless and high-quality experience for our business clients.

Specifically, as the Treasury Specialist you will:

• Provide high degree of personal service to internal and external clients. Assist with client inquiries daily.
• Manage new client onboarding and ongoing maintenance for TM Sales Officers which includes client documentation, document preparation, and product set-up information gathering.
• Proactively assists Officers to develop deposit and treasury proposals including proposal document preparation and modeling of account analysis fee proforma.
• Monitor monthly exception reports and coordinate renewals.
• Prepare and schedule account reviews for business clients.

The successful candidate should have:

• Associate’s degree in business related field or equivalent work experience
• Superior customer service skills
• Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation.
• Must type proficiently with a high degree of accuracy.
• Excellent interpersonal skills and written and verbal communication skills.
• Ability to handle pressure of meeting deadlines.