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Join us today as a Treasury Specialist!
First Business Bank is a Top Workplace recognized in the USA. Learn more about our culture and values. Work Model:
Based out of our Brookfield, WI location. 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 banking and technology. This position focuses on client onboarding, documentation management, product setup and maintenance, and ongoing account monitoring. With 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 a 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 Treasury Management Sales Officers, including 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 a business related field or equivalent work experience. 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 of accuracy. Excellent interpersonal, written, and verbal communication skills. Ability to handle pressure and meet deadlines. Benefits
Comprehensive Health, Dental, and Vision plans. Competitive compensation with focus on professional development and internal mobility. Paid vacation time (15 days minimum per year). Paid sick leave (6 days per year). 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! 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
[email protected] .
#J-18808-Ljbffr
First Business Bank is a Top Workplace recognized in the USA. Learn more about our culture and values. Work Model:
Based out of our Brookfield, WI location. 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 banking and technology. This position focuses on client onboarding, documentation management, product setup and maintenance, and ongoing account monitoring. With 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 a 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 Treasury Management Sales Officers, including 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 a business related field or equivalent work experience. 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 of accuracy. Excellent interpersonal, written, and verbal communication skills. Ability to handle pressure and meet deadlines. Benefits
Comprehensive Health, Dental, and Vision plans. Competitive compensation with focus on professional development and internal mobility. Paid vacation time (15 days minimum per year). Paid sick leave (6 days per year). 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! 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
[email protected] .
#J-18808-Ljbffr