Treasury Support Specialist

Milwaukee Succeeds; Waukesha (WI); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) matching

Employee Stock Ownership Plan

Paid time off

Paid holidays

Flexible Spending Account

Pet insurance

Job summary

Milwaukee Succeeds is seeking a Treasury Support Specialist in Waukesha, WI. The role involves supporting business banking customers by offering products, handling client requests, and deepening customer relationships. Candidates should have at least 1 year of sales or customer service experience, a High School Diploma, and ideally an Associate's Degree. Benefits include outstanding medical, dental, and vision insurance, 401(k) matching, and more.

Qualifications

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

Responsibilities

• Offer bank products to existing customers and prospects.
• Support and process client requests including wires and transfers.
• Engage in proactive sales and cross-sell activities.

Skills

Sales experience

Customer service

Cash management

Education

High School Diploma or GED

Associate's Degree in business or a related field

Job description

Overview

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, provide operational support, and demonstrate consistency in leveraging the conversation model, effectively utilizing the Financial Needs Analysis, submitting quality referrals, meeting or exceeding incentive thresholds, and fulfilling 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 wires, funds transfers, administrator changes, line changes, and other related tasks.
• Identify, expand, and deepen customer relationships by profiling customers to recommend appropriate products and services that meet customer needs. Make referrals to other lines of business such as Residential Lending, Business Banking, Commercial Real Estate, WIS, and Merchant Services.
• 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 interactions.
• Maintain knowledge of WSB's core processing system, products, services, policies, procedures, and regulatory requirements governing retail deposit accounts.
• Perform other duties as assigned.

Experience

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

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

Education

Required: High School Diploma or GED.

Preferred: Associate's Degree in business or a related field.

Working Conditions

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

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.

EOE – Minorities/Females/Vets/Disabled. Affimative Action Employer.