Treasury Management Analyst

Bridgewater Bank • St Louis Park, MN

1d

About The Position

Bridgewater Bank is seeking a highly organized, client-facing Treasury Management Analyst to support its Treasury Management team and act as a liaison between Treasury Management and other bank departments. Accountable to the AVP Treasury Management Analyst Lead, the analyst provides administrative support, assists with client onboarding and transitions, manages documentation, and supports client communications. The analyst also serves as a point of contact and resource for clients when the sales team or Treasury Management team is unavailable, including answering general banking and Treasury Management questions.

Requirements

• 3–5 years of banking or financial services experience.
• Prior client-facing experience.
• Attention to detail and professional organizational, written, and communication skills.
• Knowledge of Windows Suite, including Excel, PowerPoint, Word, Access, and Outlook.

Nice To Haves

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

Responsibilities

• Provide administrative support to the Treasury Management team.
• Manage onboarding of new clients and transitions of clients.
• Manage documentation and paperwork.
• Interact with clients and manage client correspondence as appropriate.
• Schedule meetings for the sales team and clients.
• Open new accounts.
• Collect documentation from clients.
• Prepare CIP cards.
• Assist in obtaining signatures.
• Serve as a liaison between Treasury Management and other Bridgewater Bank departments.
• Work with Treasury Management to gather paperwork.
• Ensure timely responses to clients.
• Prepare sales materials.
• Work on cost comparisons, proposals, and timelines.
• Provide monthly reports for the 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.

Benefits

• Healthcare coverage, including medical, dental, and 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.
• Eligibility for a discretionary annual incentive program driven by organization and individual performance.

What This Job Offers

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