Treasury Management Analyst

Bridgewater Bank • Saint Louis Park, MN

9h • $55,900 - $71,000

About The Position

Bridgewater Bank is seeking a highly organized, client-facing Treasury Management Analyst to support the Treasury Management team and serve as a liaison between Treasury Management and other bank departments. The analyst serves as a client contact when the Treasury Management team or sales team is unavailable and provides administrative and general client support. The position is accountable to the AVP Treasury Management Analyst Lead.

Requirements

• 3–5 years of banking or financial services experience.
• Knowledge of Windows Suite, including Excel, PowerPoint, Word, Access, and Outlook.
• Attention to detail and 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 the Treasury Management team.
• Manage onboarding of new clients and transitions of clients.
• Manage documentation and paperwork.
• Interact with clients and manage correspondence as appropriate.
• Schedule meetings with 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

• Medical, dental, and vision healthcare coverage.
• Basic term and optional term life insurance.
• Short-term and long-term disability insurance.
• Parental leave.
• 401(k) with employer match.
• Paid vacation and paid holidays.
• Eligible for a discretionary annual incentive program driven by organization and individual performance.

What This Job Offers

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