We are looking for a highly organized client facing Treasury Management Analyst to join our Treasury Management team. Accountable to the AVP Treasury Management Analyst Lead, in this role, you will support the Treasury Management team and serve as a liaison between Treasury Management and other Bridgewater Bank departments. You will also be a point of contact for clients when the Treasury Management team is unavailable and will provide full administrative support to the Treasury Management team.
RESPONSIBILITIES:
- Provide administrative support to Treasury Management team
- Manage onboarding of new clients and transition of clients
- Manage documentation and paperwork
- Interact with clients/manage correspondence with clients as appropriate
- Schedule meetings with sales team and clients
- Open new accounts
- Collect documentation from clients
- Prepare CIP cards
- Assist in obtaining signatures
- Serve as a liaison between Treasury Management and other BWB departments
- Work with Treasury Management to gather paperwork
- Ensure timeliness in response to clients
- Preparation of sales
- Work on cost comparisons, proposals, and timelines
- Provide monthly reports for Treasury Management team as requested
- Provide general client support
- Serve as a client resource when the sales team is unavailable
- Assist with general banking and Treasury Management questions
QUALIFICATIONS:
- 3-5 years of banking/financial services experience
- Prior experience as a Treasury Analyst, Personal Banker or Account Executive preferred
- Fiserv/Premier experience highly preferred
- Knowledge of Windows Suite (Excel, PowerPoint, Word, Access, Outlook)
- Attention to detail with professional organizational, written, and communication skills
- Client facing experience required
COMPENSATION & BENEFITS:
The typical annual/hourly base pay range for this role is between $55,900-$65,400. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance.
Bridgewater Bank provides a broad offering of competitive benefits including (but not limited to):
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Parental leave
- 401(k) with employer match
- Paid vacation & paid holidays
PLEASE NOTE:
The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. It is Bridgewater Bank’s policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law.
STATUS: Exempt
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- 3-5 years of banking or financial services experience
- Prior experience as a Treasury Analyst, Personal Banker, or Account Executive
- Fiserv/Premier experience
- Knowledge of Windows Suite, including Excel, PowerPoint, Word, Access, and Outlook
- Attention to detail and professional organizational, written, and communication skills
- Client-facing experience
What We Do
Bridgewater Bank (Nasdaq: BWB) has a great entrepreneurial story to tell. It all started with a vision in 2005. That vision was to create a full-service, entrepreneurial bank where answers came quickly, opportunities were plentiful, and the environment was positive and optimistic. It would be an unconventional bank where clients would notice a difference and people would be challenged to grow both professionally and personally. 20 years later, this vision and unconventional model has led to continuous growth and profitability. Bridgewater Bank has: become a top-performing bank nationwide, attracted investments from top institutional firms from coast to coast, become the first Minnesota bank to complete a successful IPO in over 25 years, created an award-winning culture and earned a reputation as a bank that understands clients’ unique needs. Out of the 400+ banks in Minnesota today, Bridgewater sits among the top ten by asset size. But to each of us, this is more than a high-performing bank; it’s a sense of community. We are a team of nimble banking professionals who want to redefine what it means to work in this industry. As our entrepreneurial story continues, we will never lose sight of what makes this place extraordinary – a steadfast commitment to our people. Workplace accolades: Top 150 Workplaces, 2015 – Star Tribune Top 150 Workplaces, 2016 – Star Tribune Top 150 Workplaces, 2017 – Star Tribune Top 150 Workplaces, 2018 – Star Tribune Top 150 Workplaces, 2019 – Star Tribune Top 150 Workplaces, 2020 – Star Tribune Top 175 Workplaces, 2021 – Star Tribune Top 200 Workplaces, 2022 – Star Tribune Top 200 Workplaces, 2023 – Star Tribune Top 200 Workplaces, 2024 – Star Tribune Top 200 Workplaces, 2025 – Star Tribune Best Banks to Work For, 2017 - American Banker Best Banks to Work For, 2018 - American Banker Best Banks to Work For, 2020 - American Banker Best Banks to Work For, 2022 - American Banker Best Banks to Work For, 2023 - American Banker
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