First Business Bank
Treasury Specialist
Join us today as a Treasury Specialist! First Business Bank is a Top Workplaces USA company, learn more here.
Position at First Business Bank.
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 Brookfield, WI location and onsite 4 days per week, 8am-5pm with the ability to work remotely 1 day per week.
Overview The Treasury Specialist plays a vital role in delivering exceptional service to business clients in the areas of banking and 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.
Responsibilities
Provide high degree of personal service to internal and external clients. Assist with client inquiries daily and pre-qualify clients or prospects for treasury products.
Manage new client onboarding and ongoing maintenance for TM Sales Officers which includes client documentation, document preparation, and product set-up information gathering.
Proactively assist Officers to develop deposit and treasury proposals including proposal document preparation and modeling of account analysis.
Monitor monthly exception reports and coordinate renewals.
Prepare and schedule account reviews for business clients.
Qualifications
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.
Benefits As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:
Comprehensive Health, Dental, and Vision plans
Competitive compensation, with a focus on professional development and internal mobility
Paid vacation time (15 days minimum per year)
Paid sick leave (6 days per year)
1 day paid volunteer time
10 paid holidays (annually)
Paid parental leave
401(k) program with company matching, plus additional profit sharing contribution
Performance based annual incentive program
Free and confidential Employee Assistance Program
Wellness programs
Education Assistance Program
Employee Stock Purchase Program
Plus many other perks and benefits!
Compliance Statement First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.
First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
If you require a reasonable accommodation for any part of the employment process, please email hr@fbbank.com.
#J-18808-Ljbffr
Position at First Business Bank.
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 Brookfield, WI location and onsite 4 days per week, 8am-5pm with the ability to work remotely 1 day per week.
Overview The Treasury Specialist plays a vital role in delivering exceptional service to business clients in the areas of banking and 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.
Responsibilities
Provide high degree of personal service to internal and external clients. Assist with client inquiries daily and pre-qualify clients or prospects for treasury products.
Manage new client onboarding and ongoing maintenance for TM Sales Officers which includes client documentation, document preparation, and product set-up information gathering.
Proactively assist Officers to develop deposit and treasury proposals including proposal document preparation and modeling of account analysis.
Monitor monthly exception reports and coordinate renewals.
Prepare and schedule account reviews for business clients.
Qualifications
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.
Benefits As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:
Comprehensive Health, Dental, and Vision plans
Competitive compensation, with a focus on professional development and internal mobility
Paid vacation time (15 days minimum per year)
Paid sick leave (6 days per year)
1 day paid volunteer time
10 paid holidays (annually)
Paid parental leave
401(k) program with company matching, plus additional profit sharing contribution
Performance based annual incentive program
Free and confidential Employee Assistance Program
Wellness programs
Education Assistance Program
Employee Stock Purchase Program
Plus many other perks and benefits!
Compliance Statement First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.
First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
If you require a reasonable accommodation for any part of the employment process, please email hr@fbbank.com.
#J-18808-Ljbffr