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Treasury Management Specialist - Waukesha
BankingDate 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:
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