Lake Ridge Bank · 2 months ago
Treasury Management Specialist
Monona,WI,US
Full-time
Onsite
Entry, Mid Level
1+ years expLake Ridge Bank is seeking a detailed and client-oriented professional to join their team as a Treasury Management Specialist. This role involves delivering and supporting treasury management products and services, working directly with business clients to explain product features and benefits, and providing assistance in implementation and ongoing support.
BankingFinanceFinancial ServicesLendingMobile AppsWealth Management
Responsibilities
Lake Ridge Client Portfolio Maintenance and Support – respond to daily requests from clients for maintenance and new account and services requests
Treasury Management Support external - work closely with the bank’s top tier business clients in a diplomatic, insightful and responsive manner in order to meet these client’s needs
Treasury Management Support internal – work with sales team to provide support by preparing agreements, managing service implementations, providing account analysis comparisons or any other support required to facilitate the sales process
Account Analysis Maintenance and Support – Input, review, process and maintenance all account analysis statements for products and services utilized
Technical Support - provide onsite or remote telephone training and implementation for all Treasury Management clients when required
Product Knowledge – staying current on all Treasury Management products and services within the organization
Treasury Management Reporting – supporting the Treasury Management weekly and monthly Treasury Management reporting requirements
CDARS/Insured Cash Sweep – provide sales support and maintenance to CDARS/ICS clients
Prepare RDC/ACH Maintenance/Annual Renewals – provide annual assessment package for ACH and RDC renewals and any other required maintenance support
Cross Selling – be able to identify and refer cross selling opportunities to Business Banking Lenders and Bank where appropriate
Play a role, often with assistance from a more senior TM team member, of managing a treasury relation-ship from client presentation to implementation and subsequent support for ACH Manager, ACH and Check Positive Pay, Wire Manager, Remote Deposit Capture, Business BillPay, Mobile Banking and Mobile Deposit
Make suggestions which may lead to the development of new procedures and processes for existing and new products
Complete all annual bank security and compliance training
Adhere to Bank Security guidelines as required for this position
Always maintain confidentiality of customer information
Stay current on all compliance regulations
Qualification
Required
Associates degree in accounting, finance, business or similar field and 1-2 years of equivalent experience or combination of education and experience or previous experience in a client focused role in banking (i.e. business lending, retail banking)
Strong ability to read, analyze and interpret financial reports and legal documents
Performs complex calculations, effectively research, analyze and evaluates information to make decisions, solve problems and achieve goals
Strong ability to problem solve and to work through issues in both traditional and non-traditional ways
Strong attention to detail with the ability to work efficiently & accurately
Demonstrated ability in exercising independent judgement
Strong organizational skills, including the ability to prioritize and remain calm while working in a fast paced/deadline driven environment
Knowledge of Microsoft Office Suite and Adobe: Word; Excel; PowerPoint; and Database software
Ability to read, write, understand, and speak English clearly
Ability to maintain a positive and professional work environment
Ability to represent the organization in a professional, positive manner
Willingness to take advantage of industry-specific training opportunities, such as MACHA courses and Fiserv product training
Preferred
Previous experience in a similar Treasury Management role
Bachelor's degree (B.A.) in Accounting, Finance, Business and/or 3+ years in a client-contact position in banking, or equivalent combination of education and experience
Company
Lake Ridge Bank
Lake Ridge Bank is a banking firm that offers financial products and personal banking services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Scott P. Ducke, MBA
Executive Vice President & Chief Operating Officer
Arlyn Steffenson
Executive Vice President and Chief Lending Officer
Recent News
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