Treasury Services Representative at Park Bank in Madison, WI

Description

Park Bank is hiring our next Treasury Services Representative, and we want to talk with you! This position provides service and support for the Treasury Services needs of our business banking clients, primarily through phone and email. You’ll be responsible for onboarding new clients, setting up treasury products and services, and ensuring smooth day-to-day operations. From troubleshooting account issues to collaborating with internal teams, you’ll play a key role in delivering the exceptional service our clients expect. If you’re looking to grow your career at a community-focused institution and plant your roots, contact us today!

As a Treasury Services Representative at Park Bank, you’re someone who thrives on solving problems and building strong client relationships. You are detail-oriented, technologically skilled, and passionate about helping businesses manage their cash flow, payments, and financial tools. You’ll excel in this role if you enjoy working cross-functionally, staying organized, and delivering timely, accurate support. If you’re energized by client interactions, love learning new systems, and want to be a part of a collaborative team, this is the role for you.

Essential Functions & Duties

• Develop and sustain relationships with key clients and business contacts, providing training and support to clients as a back up to Treasury Services staff 
• Maintain knowledge of client needs and competitor products and services, including pricing of deposit and loan products, fees and other charges in the market
• Work with lenders and relationship managers to assist in achieving bank wide sales goals; assists in identifying prospects and clients requiring services
• Assist in completion of scheduled review of business client files regarding risk management, risk control and the annual review for ACH and RDC clients
• Prepare required agreements and documentation for closings and ensuring all required documentation is received and archived post-closing as a back-up to Business Banking Officer
• Promote all products and services with cross-selling to meet client needs and make bank-wide referrals as opportunities arise
• Other duties as assigned

Requirements

Required Education and Experience

• High School Diploma 

Preferred Education and Experience 

• Post High School Education 
• Minimum 2-4 years related experience 

Why Work for Park Bank? 

• Robust Benefit Package Including Medical, Dental, Vision, etc.
• Four Different Benefit Packages to Choose What Fits Your Needs Best 
• 10 Paid Holidays (Including Your Birthday)
• PTO That Increases Each Year of Service
• Generous 401K Company Match 
• Wellness Reimbursement Program 
• Associate Resource Groups (ARGs) 
• Eligibility to participate in Bank-wide Bonus Program
• Hybrid Work Schedule Available
• And more!

• Park Bank is a drug free workplace. All candidates selected for new employment with Park Bank will be required to submit to drug testing after a conditional offer of employment. Employment is contingent on the associate passing the drug test.
• Credit, Criminal and Driving history will be reviewed when making final employment decisions consistent with applicable laws.
• Park Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, and protected veteran status. 
• Park Bank is committed to providing individuals with disabilities with reasonable accommodations in its job application and hiring process. If you have difficulty using our online application system because of a disability, you may contact us at the following email address and phone number: humanresources@parkbank.com or 608.301.8674.
• The Immigration Reform and Control Act of 1986 require employers to verify the employment status of each person hired.
• Through UnitedHealthcare, UMR and HealthSCOPE Benefits is the published Machine-Readable Files on behalf of Park Bank. Please click to review: Transparency in Coverage