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Treasury Management Analyst - St Paul, United States - Minnesota Bankers Association
Description
4450 Excelsior Blvd Ste 100Saint Louis Park, MNJob Description
We are looking for a highly organized client facing Treasury Management Analyst to join our Treasury Management team.
Accountable to the Lead Treasury Management Analyst, in this role, you will support the Treasury Management team and serve as a liaison between Treasury Management and other Bridgewater Bank departments.
You will also be a point of contact for clients when the Treasury Management team is unavailable and will provide full administrative support to the Treasury Management team.
RESPONSIBILITIES
Provide administrative support to Treasury Management team
Manage onboarding of new clients and transition of clients
Manage documentation and paperwork
Interact with clients/manage correspondence with clients as appropriate
Schedule meetings with sales team and clients
Collect documentation from clients
Prepare CIP cards
Assist in obtaining signatures
Serve as a liaison between Treasury Management and other BWB departments
Work with Treasury Management to gather paperwork
Ensure timeliness in response to clients
Preparation of sales
Work on cost comparisons, proposals, and timelines
Provide monthly reports for Treasury Management team as requested
Serve as a client resource when the sales team is unavailable
Assist with general banking and Treasury Management questions
Education & Experience
3-5 years of banking/financial services experience
Prior experience as a Treasury Analyst, Personal Banker or Account Executive preferred
Knowledge of Windows Suite (Excel, PowerPoint, Word, Access, Outlook)
Attention to detail with professional organizational, written, and communication skills
Client facing experience required
About
Picture yourself at one of the Twin Cities' best places to work, surrounded by people who challenge you, support you, and inspire you to be your best.
We are on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long.
People are our strength, and that is why we've created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way.
At the end of the day, we believe competitive salaries, top-tier benefits, a hybrid work model, and transparency into the business is a given.
Working together toward something meaningful with people you enjoy, is just a bonusPLEASE NOTE:
The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. It is Bridgewater Bank's policy to promote equal employment opportunities.
All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits, and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability, or any other characteristic protected by applicable federal, state, or local law.
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