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Treasury Management Analyst

2 months ago

Minneapolis, United States Bridgewater Bank Full time

We are looking for a highly organized client facing Treasury Management Analyst to join our Treasury Management team. Accountable to the Lead Treasury Management Analyst, in this role, you will support the Treasury Management team and serve as a liaison between Treasury Management and other Bridgewater Bank departments. You will also be a point of contact for clients when the Treasury Management team is unavailable and will provide full administrative support to the Treasury Management team.

RESPONSIBILITIES

  1. Provide administrative support to Treasury Management team
  2. Manage onboarding of new clients and transition of clients
    • Manage documentation and paperwork
    • Interact with clients/manage correspondence with clients as appropriate
    • Schedule meetings with sales team and clients
  3. Open new accounts
    • Collect documentation from clients
    • Prepare CIP cards
    • Assist in obtaining signatures
  4. Serve as a liaison between Treasury Management and other BWB departments
    • Work with Treasury Management to gather paperwork
    • Ensure timeliness in response to clients
  5. Preparation of sales
    • Work on cost comparisons, proposals, and timelines
    • Provide monthly reports for Treasury Management team as requested
  6. Provide general client support
    • Serve as a client resource when the sales team is unavailable
    • Assist with general banking and Treasury Management questions


QUALIFICATIONS
  • 3-5 years of banking/financial services experience
  • Prior experience as a Treasury Analyst, Personal Banker or Account Executive preferred
  • Fiserv/Premier experience highly preferred
  • Knowledge of Windows Suite (Excel, PowerPoint, Word, Access, Outlook)
  • Attention to detail with professional organizational, written, and communication skills
  • Client facing experience required


ABOUT BRIDGEWATER BANK

Picture yourself at one of the Twin Cities' best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank.

We are on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that is why we've created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way.

At the end of the day, we believe competitive salaries, top-tier benefits, a hybrid work model, and transparency into the business is a given. Working together toward something meaningful with people you enjoy, is just a bonus

PLEASE NOTE:

The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. It is Bridgewater Bank's policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits, and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability, or any other characteristic protected by applicable federal, state, or local law.

STATUS: Exempt