Treasury Management Support Specialist 1

Summit Credit Union • West Bend, WI

13h • Onsite

About The Position

This role focuses on supporting Treasury Management functions to ensure smooth operations and achieve financial goals. The specialist will provide responsive and accurate support to Treasury Sales and Operations teams, handle member referrals effectively, and maintain regulatory compliance. The position aims to strengthen the company's reputation, facilitate growth, meet financial targets, and expand member relationships through exceptional service and problem resolution.

Requirements

• High School Diploma or general education degree (GED)
• One or more years of financial services experience in business sales support; or combination of applicable work experience and education.
• Enjoys working with members and demonstrates excellent interpersonal skills
• Working knowledge of computers and business software (Excel, Word) and the ability to learn new technologies and proprietary software.
• Ability to operate general office equipment.
• Strong communication and organizational skills.
• Solid understanding of financial products and services.
• Close attention to detail and accuracy and maintains member confidentiality.
• Aptitude for business sales, finance, and financial services.
• Able to work effectively and efficiently, both individually and as a team contributor.
• Contributes to the fulfillment of Credit Union goals and objectives.
• Ability to work in fast-paced environment and under pressure, as needed.
• Must have regular attendance at the job site.
• Must be knowledgeable of regulations and follow Credit Union policies and procedures to assure proper documentation and compliance.

Responsibilities

• Strengthen Summit’s reputation through effective communication and efficient handling of referrals from initial contact to completion.
• Ensure regulatory compliance and readiness for growth by staying current with regulatory and industry standards, and maintaining accurate documentation and communications.
• Meet or exceed treasury management sales, deposit, and fee income goals by providing exceptional member service, promoting treasury management products/services and deposit accounts, and effectively cross-selling.
• Expand member relationships through prompt and effective problem resolution, including thorough research and timely responses to issues.
• Ensure smooth Treasury Management operations with highly responsive and accurate support for the Treasury Sales and Operations teams, completing tasks on time.

What This Job Offers

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