Treasury Specialist: Client Onboarding & Proposals

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

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.