Treasury Management Specialist - Waukesha

Banking
Location:Waukesha, WIPay: $68,000.00Work type: Direct Hire - Full Time
Date Posted:
Job ID: NM62186433

Job Description

The QTI Group is partnering with a growing community bank to hire a Treasury Management Specialist in Waukesha to serve the SE Wisconsin market. We are seeking someone who is passionate about delivering exceptional client service and driving business growth. You will play a key role in providing innovative treasury solutions to the bank’s business banking clients.

Responsibilities include:
  • Serve as a trusted advisor to clients and internal teams, delivering top-tier treasury product marketing and technical expertise.
  • Onboard business clients and ensure seamless implementation of treasury management products and services.
  • Support clients with opening business accounts, account inquiries, online banking, ACH, remote deposit capture, and other treasury tools.
  • Collaborate with bankers and internal teams to design and present commercial banking solutions.
  • Create proposals and respond to RFPs to win new business.
  • Partner with bank business development team members to cross-sell treasury products.

Qualifications:
  • 4+ years in banking customer service
  • 2+ years in business banking or treasury management preferred
  • Strong communication, analytical, and problem-solving skills
  • Proficiency in Microsoft Office and general PC knowledge
  • Exceptional customer service and attention to detail