Business Banking and Treasury Management Associate

Park State Bank•Two Harbors, MN

23h•$24 - $26

About The Position

The Business Banking & Treasury Management Associate delivers exceptional service and operational support to business clients in partnership with the Bank’s Business Bankers. This role connects the sales process with ongoing relationship support and includes client onboarding, deposit account servicing, and Treasury Management product support. The Associate maintains client relationships through personalized service, timely issue resolution, and proactive engagement, using strong organizational skills, attention to detail, product knowledge, and a client-first mindset. The position works in an indoor office setting and a fast-paced environment. It requires communicating frequently with employees, clients, and vendors; meeting deadlines; and adjusting priorities independently. The employee will have access to confidential client information and bank finances. The role also requires travel to branches within the region, a valid driver’s license, and reliable transportation, and may include representing the Bank at appropriate functions. On occasion, the employee may work longer hours than scheduled.

Requirements

High school diploma.
2–3 years of related retail banking, business banking, or treasury management experience, and/or a bachelor's degree in a related field.
Prior customer service experience, preferably in banking or financial services.
Knowledge of banking operations, regulations, and compliance requirements.
Excellent verbal and written communication skills, including the ability to explain complex information and resolve issues professionally and diplomatically.
Strong client-service orientation and ability to maintain confidentiality of customer information.
Resourcefulness, organization, and ability to multitask.
Effective problem-solving and decision-making skills.
Strong attention to detail.
Ability to work independently and collaboratively.
Flexibility to adapt to changing regulatory requirements and industry dynamics.
Commitment to confidentiality, integrity, and ethical standards.
Ability to meet deadlines and adjust priorities independently in a fast-paced environment.
Strong organizational, analytical, communication, and interpersonal skills, including the ability to work with all levels of management and Bank vendors.
Ability to remain in a stationary position 50% of the time and occasionally move about the office; light work involving exerting up to 20 pounds of force frequently and/or a negligible amount of force constantly to move objects.
Ability to operate a computer and other office productivity equipment constantly.
Ability to exchange accurate information orally and in writing in English.
Valid driver’s license and reliable transportation for travel to regional branches.

Nice To Haves

Additional education beyond a high school diploma is preferred.
A bachelor's degree in a related field may meet the stated experience qualification.

Responsibilities

Promote client retention and satisfaction by addressing issues and supporting positive client experiences.
Serve as the primary support contact for business clients and assigned Business Bankers.
Build client relationships through timely follow-up, problem resolution, and proactive communication.
Engage clients to identify banking needs and recommend appropriate products and services.
Lead client onboarding by drafting required documentation, setting up Treasury Management services, providing product training, and coordinating with internal partners.
Open, close, and service business deposit accounts, including checking, savings, certificates of deposit, and specialized accounts.
Process requests related to debit cards, stop payments, address changes, safe deposit boxes, and check orders.
Prepare account documentation and coordinate required internal approvals.
Onboard clients to Treasury Management services, including online banking, ACH, Positive Pay, Remote Deposit Capture, and wire services.
Train clients to use Treasury Management tools effectively and securely.
Identify opportunities for additional services and refer clients to the appropriate internal partner.
May process client transactions, including loan payments, money orders, and cashier’s checks.
May assist with branch phone calls, prepare and send client statements and tax information upon request, and contribute to office administration.
Meet performance expectations, participate in bank training and L10 meetings, demonstrate the Bank’s Core Values, and follow established policies, procedures, and applicable regulations.
Maintain the confidentiality of client account information and communicate effectively with coworkers, clients, and vendors.
Travel to regional branches and represent the Bank at appropriate functions as needed.
Perform other duties as assigned.