TREASURY MANAGEMENT ASSOCIATE

Fox Communities Credit Union • Appleton, WI

1d • Hybrid

About The Position

The Treasury Management Associate position is responsible for supporting the treasury management team and commercial relationship managers through setting up and supporting the deposit products and services at Fox. This position will help coordinate commercial members’ treasury management annual reviews and prepare necessary documents and reports.

Requirements

• High School Education or GED
• Strong written and verbal communication skills, including phone skills
• Demonstrated ability to manage independent assignments while contributing effectively within a team environment.
• Advanced knowledge of Microsoft Office and OneDrive
• Advanced knowledge of business account opening, understanding of DNA is a plus.

Nice To Haves

• Ability to speak and translate Spanish, a plus.

Responsibilities

• Promoting and upholding the Fox Purpose, Mission, Vision, and Values
• Understanding the treasury management products offered and answering questions regarding the products and services, including but not limited to business online banking, check and ACH positive pay, commercial account analysis, ACH services, sweeps, merchant services and remote deposit capture.
• Assisting the treasury management team with business account opening and account maintenance for our treasury management members and requests from commercial relationship managers
• Understanding and recommending appropriate account types based on a variety of factors
• Completing the treasury management annual review summary each month for the members who are due for review
• Answering the phone in a courteous, timely, and professional manner
• Providing timely responses and follow-up to members
• Participating in treasury management team member and any other meetings, as requested

Benefits

• medical
• dental
• vision
• life
• short term and long-term disability insurance
• 401k (Roth and Traditional), which includes company contributions including match
• paid time off
• caregiver leave
• Paid Volunteer Time Off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED