Treasury Management Specialist

Treasury Management Specialist – State Bank of Cross Plains

We are seeking a detailed and client‑oriented professional to join our team as a Treasury Management Specialist. The Specialist will be responsible for the delivery and support of treasury management products and services, working directly with business clients and prospects to explain features, provide assistance in implementation, and provide ongoing support. In addition to phone and email support, the Specialist may visit clients to implement new services and troubleshoot problems.

This position also works closely with account relationship managers and retail staff to share knowledge and provide product training.

• Lake Ridge – Client Portfolio Maintenance and Support: respond to daily requests from clients for maintenance and new account and service requests.
• Treasury Management Support (external): work closely with the bank’s top‑tier business clients in a diplomatic, insightful and responsive manner to meet clients’ needs.
• Treasury Management Support (internal): work with the sales team to provide support by preparing agreements, managing service implementations, providing account analysis comparisons, or any other support required to facilitate the sales process.
• Account Analysis Maintenance and Support: input, review, process, and maintain all account analysis statements for products and services utilized.
• Technical Support: provide onsite or remote telephone training and implementation for all Treasury Management clients when required.
• Product Knowledge: stay current on all Treasury Management products and services within the organization.
• Treasury Management Reporting: support the Treasury Management weekly and monthly reporting requirements.
• CDARS/Insured Cash Sweep: provide sales support and maintenance to CDARS/ICS clients.
• Prepare RDC/ACH Maintenance/Annual Renewals: provide annual assessment package for ACH and…

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The State Bank of Cross Plains values a diverse workforce and is an affirmative action/equal opportunity employer. Minorities, females, veterans, and individuals with disabilities are encouraged to apply. Consistent with our commitment to employ and advance qualified individuals with disabilities, we provide reasonable accommodation to apply for or perform a job. Please contact Human Resources at (608) 849‑2700 or email us if you need accommodations.