Business Banking and Treasury Management Associate

Park State Bank Hermantown, Minnesota, United States

Description:

CORE VALUES
:
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!

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

POSITION SUMMARY
:

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.

PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES
:

Client Service and Relationship Support

• 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.

Depository Account Services

• 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.

Treasury Management and Product Support

• 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.

ROLE QUALIFICATIONS

Experience

• 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

SECONDARY RESPONSIBILITIES AND ACCOUNTABILITIES:

• 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.

Other

Skills and Abilities

• 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…