TREASURY MGMT SUPPORT SPECIALIST

Job Description

Job Description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employes feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

The primary responsibilities of this position are to assist the Treasury Management team in ongoing administrative and superior service delivery to engaged Treasury Management customers. This position partners with Treasury Management sales team members to best address Treasury Management customer needs. This position is an essential piece in facilitating ongoing excellence in Treasury Management.

As a Treasury Management Support Specialist, you will :

• Assists the Treasury Management team in ongoing superior service delivery to engaged Treasury Management relationships. Handles the day-to-day Treasury Management customer support needs through phone and email.
• Assists the Treasury Management sales team with statement analysis, special project work and any other team related needs.
• Assists to follow up with customers on file and processing decision approvals.
• Assists in maintaining accurate data files and service inventory logs. Does ops do this task today?
• Assists the sales team with product and service implementation and user training as needed.
• Obtains and continually expands knowledge of all treasury management products and services, including developing the ability to effectively explain to clients / prospects all of the features and benefits.
• Serves as a positive liaison between the Commercial Banking Team and Operations, and between Customers and Operations, as well as all areas of the bank.
• Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
• Performs all other duties as assigned.

Qualifications

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.

Equal Opportunity Employer / Veterans / Disabled