Business Banking and Treasury Management Associate

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 to adapt to changing regulatory requirements and industry dynamics
• Commitment to upholding confidentiality, integrity, and ethical standards in all interactions

PERFORMANCE MEASURES:

• Timely execution of Rocks, To-Dos, active participation in L10 meetings
• Demonstration of Core Values
• Meets or exceeds annual goals as pre-established by immediate supervisor
• Maintains confidentiality of client account information
• Follows established policies and procedures in responding to inquiries and requests
• Willingly participates in bank training, including sales and service training
• In compliance with all regulations related to job duties
• Effectiveness of communications and development of good working relationships with co-workers and clients 

WORKING CONDITIONS:

Must be able to meet deadlines and adjust priorities independently. Frequently communicates with employees, clients and vendors.

Will need to function in a very fast-paced environment while remaining calm and precise. Must have excellent interpersonal and organizational skills and enjoy working with the public. Will need to communicate in a clear, concise, and pleasant manner.

May, on occasion, have to work longer hours than scheduled.

Must be able to meet deadlines, multi-task and adjust priorities as necessary. Must possess strong organizational, analytical, communication, and interpersonal skills, including the ability to work with all levels of management and the Bank’s vendors. Will have access to and knowledge of all client information, and the bank’s finances, so the ability to keep information confidential is extremely important.

The employee will be working in an indoor office setting in a light work situation (exerting up to 20 lbs. of force frequently, and/or a negligible amount of force constantly to move objects). Must be able to remain in a stationary position 50% of the time and be able to occasionally move about inside the office to access file cabinets, office machinery, etc. Constantly operates a computer and other office productivity equipment. Employee frequently communicates with employees, clients and vendors. Must be able to exchange accurate information both orally and written in English. Employee will be required to travel to branches located within the region so must have a valid driver’s license and reliable transportation. Serves as a representative of the Bank at appropriate functions

Despite ongoing security training, there is always the possibility of a bank robbery. 

WORK LOCATIONS:

Please note that we are hiring for only one position, although this opportunity is posted in multiple markets where Park State Bank is located.

GENERAL NOTICE:

This description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties may be assigned as necessary. 

This position description describes the general nature and level of work performed by the employee assigned to this position and should not be interpreted as all inclusive. It does not state or imply that these are the only duties and responsibilities assigned to the position. The employee may be required to perform other job-related duties. All requirements are subject to change and to possible modification to reasonably accommodate individuals with a disability. 

This position description does not constitute an employment agreement between the Bank and employee and is subject to change by the employer as the needs of the Bank and requirements of the position change. 

Requirements

• High school diploma
• Additional education preferred