Investor Relations & Treasury Analyst

Tradition Capital Bank•Edina, MN

7d•$29 - $43•Onsite

About The Position

The Investor Relations & Treasury Analyst supports the execution of investor relations, shareholder services, and treasury-related activities for the bank and its holding company, Tradition Bancshares, Inc. (TBI). This is a cross-functional role that is responsible for the day-to-day processing, tracking, and maintenance of shareholder records, transactions, and supporting data, while assisting with capital planning, reporting, and investor communications under the direction of senior leadership, in addition to supporting the liquidity and investment activities of the bank. This role requires strong attention to detail, professionalism, and the ability to manage sensitive information with accuracy.

Requirements

A role model for our core values: Do the Right Thing, Get Stuff Done (G.S.D.), One Team, and Give Generously
Demonstrated commitment to timely, defect free and caring customer service
A professional who builds solid relationships based on integrity and trust
Self-motivated, intensely curious, and persistent in following through
Knowledgeable of bank policies, procedures, and regulations
Able to perform at a high level in a fast-paced environment
Flexible to change in a growing organization
Excellent verbal and written communication skills
Proficient at Microsoft Excel, Word, Outlook and PowerPoint; strong technical ability
Demonstrates a high level of organization and attention to detail
Able to prioritize and manage multiple projects/tasks
Demonstrated collaborative work style and respect for others
Demonstrated self-motivation and resourceful work ethic
Is accountable for demonstrating compliance with the Bank Secrecy Act, Privacy of Consumer Financial Information and all other federal and state rules and regulations as it pertains to the position.
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
Minimum of 1 – 3 years of experience in banking, treasury operations, investor relations support, financial operations or a related role within the financial services industry; or equivalent combination of education and experience.

Responsibilities

Execute and support shareholder services activities: shareholder transactions, shareholder communications, transfer agent coordination, transaction tracking, documentation, and maintenance of accurate shareholder records.
Maintain shareholder, equity, and capital planning record: data entry, reconciliations, ownership tracking, records retention, and support for capital planning and internal reporting activities.
Support treasury operations and liquidity management activities: tracking funding levels, funding costs, collateral activity, investment cash flows, liquidity forecasts, and maintaining related documentation and controls.
Assist with investment and liquidity risk monitoring: maintain dashboards and tracking tools, support investment and funding transactions, and monitor key measures against internal guidelines and policy limits.
Prepare analyses, reports, and communication materials: gather and organize financial information, conduct market and peer research, identify trends, and assist with management reporting and shareholder communications.
Collaborate with internal departments, external partners, and vendors: support the accuracy, completeness, security, and consistency of shareholder, treasury, and related records and processes.
Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time without notice.

Benefits

Healthcare (medical with HSA, dental, and voluntary vision)
Short-term and long-term disability
Basic and voluntary life & AD&D insurance
EAP – Employee Assistance Program
Flexible spending accounts
401(k) with employer match; ability to purchase Bank stock through 401k
Paid time off & paid holidays
Family Care Reimbursement (up to $500 annually for 2026)
Wellness Time (up to 2 hours/week)
Keystone employee directed giving opportunities (annual Insight Trip opportunities, up to $500 for grants and double match dollars)