Treasury Management Associate

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Appleton-Calumet St, Appleton, WI, US

3 days ago Requisition

We currently have a career opportunity for a full-time (40 hrs./wk.) Treasury Management Associate based out of our Calumet Street branch in Appleton! This position could have the opportunity for remote work consideration.
However, candidates must reside in Wisconsin to be considered.

The Treasury Management Associate position is responsible for supporting the treasury management team and commercial relationship managers through setting up and supporting the deposit products and services s position will help coordinate commercial members’ treasury management annual reviews and prepare necessary documents and reports.

The primary responsibilities of the Treasury Management Associate role include but are not limited to:

• Promoting and upholding the Fox Purpose, Mission, Vision, and Values
• Understanding the treasury management products offered and answering questions regarding the products and services, including but not limited to business online banking, check and ACH positive pay, commercial account analysis, ACH services, sweeps, merchant services and remote deposit capture.
• Assisting the treasury management team with business account opening and account maintenance for our treasury management members and requests from commercial relationship managers
• Understanding and recommending appropriate account types based on a variety of factors
• Completing the treasury management annual review summary each month for the members who are due for review
• Answering the phone in a courteous, timely, and professional manner
• Providing timely responses and follow-up to members
• Participating in treasury management team member and any other meetings, as requested

Candidates for the Treasury Management Associate position should possess:

• High School Education or GED
• Strong written and verbal communication skills, including phone skills
• Demonstrated ability to manage independent assignments while contributing effectively within a team environment.
• Advanced knowledge of Microsoft Office and One Drive
• Advanced knowledge of business account opening, understanding of DNA is a plus.
• Ability to speak and translate Spanish, a plus.

Fox Communities Credit Union is an over $3 billion in assets community-based credit union serving more than 130,000 members at over 20 locations. We take pride in being a progressive, member-owned, full service financial institution dedicated to serving the community.

Fox Communities Credit Union believes our team members are our most important asset.
We offer a great team environment, competitive salary and an excellent benefit package which includes, medical, dental, vision, life, short term and long-term disability insurance, 401k (Roth and Traditional), which includes company contributions including match, paid time off and caregiver leave! As part of our commitment to the communities we serve we also offer all team members Paid Volunteer Time Off!

If you are enthusiastic about a rewarding career with a successful & growing credit union, apply now!

Equal Opportunity Employer of Protected Veterans, and Individuals with Disabilities.