Business Banking and Treasury Management Associate

Park State Bank•Hermantown, MN

1d•$24 - $26•Onsite

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. The role connects the sales process with ongoing relationship support, assisting with client onboarding, deposit account servicing, and Treasury Management products. 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 requires frequent communication with employees, clients, and vendors. The employee must function in a fast-paced environment, meet deadlines, adjust priorities, and maintain confidentiality of client information and bank finances. The role requires travel to regional branches, a valid driver’s license, and reliable transportation, and may involve representing the Bank at appropriate functions. On occasion, the employee may need to work longer hours than scheduled. Despite ongoing security training, there is always the possibility of a bank robbery.

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 communication skills and a client-service focus.
Ability to maintain confidentiality of customer information and uphold integrity and ethical standards.
Resourcefulness, strong organization, and ability to multitask.
Effective problem-solving and decision-making skills.
Strong attention to detail.
Ability to work independently and collaboratively as part of a team.
Flexibility to adapt to changing regulatory requirements and industry dynamics.
Ability to meet deadlines and adjust priorities independently.
Ability to work in a fast-paced environment while remaining calm and precise.
Ability to communicate clearly and pleasantly, orally and in writing in English.
Ability to remain stationary for 50% of the time and occasionally move about the office to access files and equipment.
Ability to exert up to 20 pounds of force frequently and/or a negligible amount constantly to move objects.
Ability to travel to regional branches; must have a valid driver’s license and reliable transportation.

Nice To Haves

Additional education beyond a high school diploma is preferred.
A bachelor’s degree in a related field may satisfy the stated experience/education qualification.
Customer service experience in banking or financial services is preferred.

Responsibilities

Promote customer retention and satisfaction by addressing issues and ensuring positive client experiences.
Serve as the primary support contact for business clients and assigned Business Bankers.
Provide timely follow-up, problem resolution, and proactive communication to foster strong client relationships.
Engage clients to identify banking needs and recommend appropriate products and services.
Lead client onboarding by drafting required documentation, setting up Treasury Management services, training clients, 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 loan payments and issue money orders and cashier’s checks.
May assist with answering branch phone calls.
Prepare and send client statements and tax information as requested.
May contribute to overall office administration and perform other assigned duties.
Meet deadlines, multitask, and adjust priorities independently as needed.
Maintain confidentiality of client account information and follow established policies, procedures, and applicable regulations.
Participate in bank training, including sales and service training, and represent the Bank at appropriate functions.