Treasury Support 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

The purpose of the Treasury Support Specialist:

Under direct supervision of the Chief Retail Officer, this position is responsible for providing support, sales and service to business banking customers. The Treasury Support Specialist will serve as the main contact for customer inquiries regarding cash management needs. The Specialist will service existing customers, offer product and service solutions, offer operational support. The Specialist will have the ability to demonstrate consistency in leveraging the conversation model, effectively utilize the Financial Needs Analysis, submit quality (number and quantity) referrals, meet or exceed incentive thresholds, as well as customer and job expectations.

Responsibilities

• Offer bank products to existing customers and/or prospects using the established sales process while maintaining sales and procedural proficiency in all services. Accurately open, maintain, and close deposit accounts and services.
• Support and Process client requests including but not limited to; wires, funds transfers, administrator changes, line changes, etc.
• Identify, expand (cross-sell) and deepen customer relationships by profiling customers to recommend appropriate products and services that meet customer needs. Make referrals to other appropriate lines of business including Residential Lending, Business Banking, Commercial Real Estate, WIS and Merchant Services) to meet customer needs
• Engage in reactive sales and cross-sell activities, including service-related activities, making outbound onboarding and campaign calls and timely customer follow‑up. Answer customer questions and resolve related account issues, including phone and in‑person.
• Maintain knowledge of WSB’s core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.
• Perform other duties as assigned.

Required Experience

1 year of sales and/or customer service experience and completion of Banker Certification within 6‑8 months.

Preferred Experience

2 – 4 years of sales and customer service experience in a sales and goals‑based environment, with a strong emphasis on customer service.

Required Education

High School Diploma or general education degree (GED).

Preferred Education

Associate’s Degree business or related field.

Working Conditions

Additionally, an individual must be flexible in work schedule and have the ability to travel between office locations if warranted and provide proof of insurance.

Perks and Benefits

• Outstanding Medical, Dental, and Vision Insurance
• 401(k) matching
• Employee Stock Ownership Plan
• Paid Time off
• Paid Holidays
• Flexible Spending Account
• Pet Insurance
• And so much more!

Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.