Banking Support Associate

First Business Bank • Appleton, WI

11d • Onsite

About The Position

The Banking Support Associate is a key contributor in servicing the overall banking portfolio. Focusing on client onboarding, managing documentation, executing product setup and maintenance, and related monitoring, this role follows established procedures. This role provides support to Client Services, assisting with client transactions, answering phones, account documentation, and other service-related tasks.

Requirements

• Associate’s degree in business related field or equivalent work experience
• Prior cash handling and customer service experience preferred.
• Strong organizational and multitasking skills, with the ability to meet strict deadlines
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office and familiarity with Salesforce or similar CRM systems
• Ability to handle confidential information with discretion

Responsibilities

• Deliver Exceptional Customer Service – Treasury Management
• Prepare New Account and Maintenance Documents with Accuracy
• Perform Banking Transactions with Accuracy
• Perform Other Duties as Assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 251-500 employees