
Treasury Management Support Specialist
Required skills
- Treasury Management
- banking experience
- commercial lending
- ACH
- PC
- phone system
- general office equipment
- confidentiality
- judgment
- decision-making
Role summary
Nicolet National Bank is seeking a Treasury Management Support Specialist to provide administrative and customer service support to engaged Treasury Management clients. This role assists the Treasury Management sales team with various tasks, including statement analysis, project work, and customer follow-ups. The specialist will also help with product implementation and training, ensuring accurate data maintenance and compliance with banking regulations. The ideal candidate will have a strong understanding of treasury management products and services, excellent organizational and communication skills, and a commitment to customer service excellence within a community banking environment.
The Treasury Management Support Specialist is responsible for assisting the Treasury Management team in ongoing administrative and superior service delivery to engaged Treasury Management customers. This position partners with Treasury Management sales team members to best address Treasury Management customer needs. This position is an essential piece in facilitating ongoing excellence in Treasury Management.
As a Treasury Management Support Specialist, you will:
- Assists the Treasury Management team in ongoing superior service delivery to engaged Treasury Management relationships. Handles the day-to-day Treasury Management customer support needs through phone and email.
- Assists the Treasury Management sales team with statement analysis, special project work and any other team related needs.
- Assists to follow up with customers on file and processing decision approvals.
- Assists in maintaining accurate data files and service inventory logs. Does ops do this task today?
- Assists the sales team with product and service implementation and user training as needed.
- Obtains and continually expands knowledge of all treasury management products and services, including developing the ability to effectively explain to clients/prospects all of the features and benefits.
- Serves as a positive liaison between the Commercial Banking Team and Operations, and between Customers and Operations, as well as all areas of the bank.
- Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
- Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
- Performs all other duties as assigned.
- High school diploma or equivalent work experience.
- 2+ years banking experience.
- 5+ years of banking experience in commercial lending, treasury management, or related area.
- Accredited ACH Professional certification desired.
- PC, phone system, general office equipment.
- Ability to maintain strict confidentiality.
- Solid judgment and decision-making skills.
- Strong organizational, multi-tasking and prioritizing skills.
- High degree of accuracy.
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PTO & 11 1/2 Paid Holidays
Equal Opportunity Employer/Veterans/Disabled
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