The Treasury Management Implementation Specialist I is responsible for setting up commercial online banking services and implementing basic treasury products. This role also manages ongoing maintenance for client accounts and treasury services across all regions, ensuring accuracy, efficiency, and a positive client experience. The position works closely with Treasury Management Sales, Commercial Relationship Support, and Bank Operations teams to deliver seamless service.
Responsibilities
- Set up commercial online banking services for new and existing clients, ensuring accurate configuration and timely activation.
- Implement basic treasury management products such as ACH origination, wire transfers, remote deposit capture, and account security features.
- Manage ongoing maintenance of client accounts and treasury services, including updates, modifications, and troubleshooting.
- Collaborate with Treasury Management Sales, Commercial Relationship Support, and Bank Operations teams to deliver a seamless onboarding and service experience.
- Provide clear communication and guidance to clients during implementation and maintenance processes to ensure a positive client experience.
- Monitor and validate system setups to ensure compliance with internal policies and regulatory requirements.
- Maintain detailed documentation of implementations, changes, and client interactions for audit and quality assurance purposes.
- Respond promptly to client inquiries and resolve issues related to treasury services and online banking functionality.
- Identify opportunities to improve implementation processes and enhance efficiency across regions.
- Support internal teams with technical expertise on treasury products and assist in training as needed.
Bell Bank Culture, Policy and Accountability Standards
- Know by name and face as many customers and employees as possible, calling them by name as often as possible.
- Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
- Know, understand, and live the company values and bottom line.
- Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
- All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
- Prompt and reliable attendance.
- Perform other duties as assigned.
Education, Experience, and Other Expectations
- Bachelor's degree in business administration, finance, or related field; or equivalent experience.
- 0-2 years of experience in the banking or financial services industry.
Skills and Knowledge
- Strong verbal and written communication skills.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Detail-oriented with minimal supervision required.
- Excellent organizational and time management skills with high accuracy.
- Proficiency in Microsoft Office applications.
Skills Required
- Bachelor's degree in business administration, finance, or related field or equivalent experience
- 0-2 years of experience in the banking or financial services industry
- Strong verbal and written communication skills
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Detail-oriented with minimal supervision required
- Excellent organizational and time management skills with high accuracy
- Proficiency in Microsoft Office applications
- Knowledge of and adherence to Bank Secrecy Act, information security, and applicable laws/regulations
Bell Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Bell Bank and has not been reviewed or approved by Bell Bank.
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Strong & Reliable Incentives — Bonuses and performance incentives are a recurring component of pay, including in some frontline and part-time roles. Variable pay appears to augment base salaries across multiple job families.
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Equity Value & Accessibility — An employee stock ownership plan is highlighted alongside profit sharing, giving employees accessible ownership participation. This structure can add long-term value beyond base pay.
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Leave & Time Off Breadth — Paid vacation and holidays, bereavement leave, and paid volunteer hours are included. Parental leave options (maternity, paternity, adoption) further broaden time-off coverage.
Bell Bank Insights
What We Do
People matter at Bell Bank – and it shows in how our team members treat each other, our customers and those around us. As members of the Bell Bank family, we provide unequaled personal service, working in the best interest of those we serve. Our award-winning workplace promotes success, recognizes achievement – and offers an environment focused on having fun while helping others. At Bell, we build careers. We build community. We positively impact lives around us. Employees are actively encouraged to volunteer (receiving 16 hours of paid volunteer time annually), and our unique Pay It Forward initiative has empowered more than $17 million in employee giving to people and causes we care about. Founded in 1966 and headquartered in Fargo, North Dakota, Bell has grown to become one of the nation’s largest independently owned banks. A family- and employee-owned company, Bell has full-service bank locations in North Dakota, Minnesota, and Arizona and mortgage offices in multiple states. Bell Bank is a Member FDIC, Equal Employment Opportunity Employer and an Equal Housing Lender (we lend without regard to race, color, religion, national origin, sex, handicap or familial status). Investment and wealth management services are not FDIC insured, have no bank guarantee, may lose value, not a deposit and not insured by any federal government agency.
