Treasury Support & Cash Management Specialist

WaterStone Bank; Waukesha (WI); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Outstanding Medical, Dental, and Vision Insurance

401(k) matching

Employee Stock Ownership Plan

Paid Time off

Paid Holidays

Flexible Spending Account

Pet Insurance

Job summary

A financial services institution in Waukesha seeks a Treasury Support Specialist to provide support and sales to business banking customers. The role involves processing client requests, engaging in cross-selling activities, and maintaining knowledge of banking products. Required qualifications include at least one year of sales or customer service experience, with a high school diploma or GED. The position offers outstanding benefits including medical, dental, and 401(k) matching.

Qualifications

• 1 year of sales and/or customer service experience.
• Completion of Banker Certification within 6-8 months.
• 2-4 years of sales/customer service experience preferred.

Responsibilities

• Provide support, sales, and service to business banking customers.
• Process client requests including wires and funds transfers.
• Engage in reactive sales and cross-sell activities.

Skills

Customer service

Sales support

Cross-selling

Education

High School Diploma or GED

Associate’s Degree in business or related field

Job description

A financial services institution in Waukesha seeks a Treasury Support Specialist to provide support and sales to business banking customers. The role involves processing client requests, engaging in cross-selling activities, and maintaining knowledge of banking products. Required qualifications include at least one year of sales or customer service experience, with a high school diploma or GED. The position offers outstanding benefits including medical, dental, and 401(k) matching.