Treasury Management Associate

First Business Bank-posted 3 months ago
Full-time • Entry Level
Appleton, WI
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Join us today as a Treasury Management Associate! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us! Work Model: Based out of our Appleton, WI location and onsite Monday-Friday, 8am-5pm.

  • Deliver Exceptional Customer Service – Treasury Management by promptly answering phone calls, greeting visitors, and responding to emails.
  • Coordinate new client onboarding and ongoing account maintenance, preparing documentation, and gathering product setup information.
  • Support limited client profiling and proposal preparation (including fee modeling).
  • Assist with account reviews to ensure optimal service delivery.
  • Open and close accounts, process card applications, and perform routine account maintenance.
  • Monitor key reporting activities to ensure timely and accurate handling across bank offices.
  • Process routine transactions such as deposits, withdrawals, and payments.
  • Support cash and card services, maintain accurate balances, and follow established transaction procedures.
  • Assist with scheduling and meeting logistics including preparing materials.
  • Help monitor procedures and attend internal or external meetings and events as needed.
  • Associate’s degree in business related field or equivalent work experience
  • Prior cash handling and customer service experience preferred
  • Strong organizational and multitasking skills, with the ability to meet strict deadlines
  • Excellent written and verbal communication skills
  • Proficiency in Microsoft Office and familiarity with Salesforce or similar CRM systems
  • Ability to handle confidential information with discretion
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