Business Banking and Treasury Management Associate

Park State Bank's Core values are GROWTH, TEAMWORK, RESPONSIVE, TRANSPARENT, and INNOVATIVE. We endeavor to live by these values in all that we do!

The mission of Park State Bank is to deliver exceptional client service, strategic banking solutions and a community-friendly experience.

The Business Banking & Treasury Management Associate is responsible for delivering exceptional service and operational support to business clients, in partnership with the Bank's Business Bankers. This position serves a critical link between the sales process and ongoing relationship support. Responsibilities include assisting with onboarding, deposit account servicing, and Treasury Management product support. The Associate plays a key role in maintaining strong client relationships through personalized service, timely issue resolution, and proactive engagement.

This position requires strong organizational skills, attention to detail, product knowledge, and a client-first mindset.

• Promotes customer retention and satisfaction by going above and beyond to address issues and ensure positive client experiences
• Serves as the primary support contact for business clients and assigned Business Bankers.
• Provides a high level of service, fostering strong client relationships through timely follow-up, problem resolution, and proactive communication.
• Engages clients to identify banking needs and recommend appropriate products and services.
• Leads client onboarding by drafting required documentation, setting up Treasury Management services, provides product training to clients, and coordinates with internal partners.

• Opens, closes, and services a variety of business deposit accounts including checking, savings, certificates of deposit, and specialized accounts.
• Initiates and processes requests related to debit cards, stop payments, address changes, safe deposit boxes, and check orders.
• Prepares account documentation and coordinating required internal approvals.

• Onboards clients to Treasury Management services such as online banking, ACH, Positive Pay, Remote Deposit Capture, and Wire services.
• Trains clients on how to use Treasury Management tools effectively and securely.
• Identifies opportunities for additional services and refers to the appropriate internal partner.

• 2-3 years related retail, business banking, treasury management experience, and/or bachelor's degree in related fields
• Prior experience in customer service, preferably in a banking or financial services industry
• Knowledge of banking operations, regulations, and compliance requirements
• Excellent communication skills, both verbal and written, with the ability to effectively convey complex information and resolve issues with professionalism and diplomacy

• May process client transactions: processes loan payments; issues money orders, and cashier’s checks.
• May assist with answering branch phone calls.
• Prepare and send client statements and tax information, as requested.
• May contribute to overall office administration.
• Other duties may be assigned.

• Strong communication skills
• Client service focused
• Maintain confidentiality of customer information
• Resourceful, well organized and ability to multitask
• Effective problem-solving and decision-making skills
• Strong attention to detail
• Ability to work independently as well as part of a collaborative team environment
• Flexibility to adapt to changing regulatory requirements and industry dynamics
• Commitment to upholding confidentiality,…