Why Work at Bank First
At Bank First, we’re not just a bank—we’re a community. Consistently ranked among the top-performing banks in the U.S. and Wisconsin, and recognized by American Banker as one of the “Best Banks to Work For”. We combine professional excellence with a culture that truly values people. When you join Bank First, you’re joining a team that invests in your growth, supports your well-being, and celebrates your contributions.
Why You’ll Love Working Here
Imagine a workplace where:
- Your career growth is supported through training, mentoring, and advancement opportunities
- Flexibility allows you to balance work and life without compromise
- Your contributions directly impact guests and communities you care about
- You’re part of a culture built on respect, collaboration, and empowerment
At Bank First, you don’t just fill a role—you make a difference. Every interaction matters, and every team member helps shape the experience our guests love.
About the Role: Treasury Management Operations Officer
The Treasury Management Operations Officer oversees the Operations of the Treasury Management department. This position leads and is responsible for TM operational, product & customer service. These strategies ensure the department provides everything needed for successful cooperate client onboarding as well guaranteeing existing cooperate customers receive superior customer service and support. These strategies and implementation should align with the bank’s overall strategic and financial plan.
Key Responsibilities
- Develop and execute TM operational strategy including account setup, product implementation, client training, service level agreements, ongoing monitoring and business risk management.
- Develop and execute TM sales support strategy which includes working with relationship officers and other treasury management staff to engage in business development activities such as:
- Work with Business Bankers and Treasury Relationship Managers as well as Retail Branches to solicit clients for commercial treasury management and deposit services.
- Provide awareness to customers and prospects of other products and services that will solve problems including referrals to other business and consumer lines.
- Assess current customer needs to promote product cross sales growth and maintain existing relationships
- First point of contact for major TM clients
- Manage and develop the TM Operations Team
- Oversee TM Operations Staff annual review process and department reporting.
- Actively research and review Treasury Management products and pricing strategy. Create measurements and evaluation process for existing suite of products while helping prepare recommendations of new TM products or price changes based on feedback and partnership with Treasury Relationship Managers and Business Bankers.
- Treasury Management subject matter expert for the bank. Works closely with all departments to ensure proper communication and processes are in place.
- Point of contact for all Treasury Management partners/vendors while monitoring and seeking out new vendors as needed.
- Provide internal and external training and education to establish and reinforce Treasury Management Operations best practices and knowledge.
- Seek out projects that will enhance the efficiency of the department and ensure they are successfully completed.
- Provide a superior level of customer support to Business Bankers, Business Services Reps, Treasury Relationship Officers/Managers, Branch Staff, and Customers while promoting a culture of delivering outstanding customer experience.
- Proactively assist and/or directly resolve TM customer escalations and troubleshooting as needed.
- Other duties as assigned
#INDBF
QualificationsWhat We’re Looking For
- Bachelor’s degree in business or related field (Graduate degree in related field preferred)
- 5+ years of Treasury Management experience or alike
- Excellent communication - verbal and writing skills required
- Responsiveness to customer and banker needs required
- Detail - oriented with ability and desire to train others
- Ability to be flexible and thrive in a team environment required
- An understanding of basic accounting and technology related to a company’s financial operations preferred
About Bank First
Headquartered in Manitowoc, Wisconsin, Bank First serves communities across Wisconsin and the Illinois Stateline region. Our growth is built on relationship-based banking—getting to know our guests personally and helping them create lasting value.
Our Culture & Vision
We foster curiosity, creativity, and responsiveness while embracing individual differences. Employees are empowered with tools to succeed and supported in their careers. Our vision is to remain the top-performing, independent provider of financial services, delivering personalized solutions and value to guests and communities alike.
Our Values
Relationship Based | Community Focused | Innovative Solutions | Value Driven
Join Bank First and build a career where your contributions matter, your growth is supported, and your work makes a difference every single day.
Skills Required
- Bachelor's degree in business or related field
- Graduate degree in related field
- 5+ years of Treasury Management experience or alike
- Excellent verbal and written communication skills
- Responsiveness to customer and banker needs
- Detail-oriented with ability and desire to train others
- Ability to be flexible and thrive in a team environment
- Understanding of basic accounting and technology related to a company's financial operations
What We Do
Bank First is headquartered in Manitowoc, Wisconsin. Through a combination of acquisitions and de novo offices, our Bank has expanded to serve the financial needs of those throughout Wisconsin. Our growth has been achieved through our relationship-based model of banking. We take pride in knowing our customers on a personal level and working together to create value for themselves, their families, and the communities in which we live. As a result of our growth throughout the State of Wisconsin, our valued customers have access to an increased lending capacity, a wider range of products and services, an expanded branch network, and a larger team of bankers dedicated to providing superior financial solutions that are value driven. Bank First employs over 300 full-time equivalent staff and has been consistently named one of the best banks to work by American Banker. At Bank First, we strive for excellence, not only for our customers, but for our employees, community, and shareholders as well. Our focus on excellence has resulted in Bank First being recognized as one of the top performing banks in the United States. We are one of 26 banks in the country to be awarded the Raymond James Community Bankers Cup. The award recognizes the top 10% of community banks in the nation based on profitability, operational efficiency, and balance sheet metrics. Additionally, we have been recognized on the Keefe, Bruyette & Woods Bank Honor Roll. As Bank First looks to the future, we will continue to focus on our relationship-based model of banking and expanding our reach throughout the State of Wisconsin. Bank First will continue to expand through organic growth and in the form of de novo branches and strategic acquisitions in the coming years and is excited for the opportunity to provide superior products and services to a larger base. Member FDIC | Equal Housing Lender.
