Sr. Treasury Management Analyst

Bridgewater Bank • St Louis Park, MN

5d • Hybrid

About The Position

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 BWB departments. This role will be a point of contact for clients when the Treasury Management team is unavailable, will provide full administrative support to the Treasury Management team and focus on complex Treasury Management relationships.

Requirements

• 7+ years of banking/financial services experience
• Knowledge of Windows Suite (Excel, PowerPoint, Word, Access, Outlook)
• Attention to detail with professional organizational, written, and communication skills
• Client facing experience required

Nice To Haves

• Prior experience as a Treasury Analyst, Personal Banker or Account Executive preferred
• Fiserv/Premier experience highly preferred

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
• Attend and participate in client transition meetings
• Support onboarding of complex Treasury Management relationships
• Open new accounts
• 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
• Provide general client support
• Serve as a client resource when the sales team is unavailable
• Assist with general banking and Treasury Management questions
• Primary point of contact for complex Treasury Management relationships
• Attend client meetings, reviews, etc as appropriate

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Parental leave
• 401(k) with employer match
• Paid vacation & paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed