This position assists with the sale, set-up and servicing of new and existing clients in relation to Treasury Management products and services offered by Bell Bank. This position has a basic understanding and knowledge of all Treasury Management systems and products. This position will also assist Commercial and Private Banking staff with information gathering and input with respect to request for new commercial deposit accounts and maintenance.
Responsibilities
- Acquire and maintain basic product and industry knowledge on treasury management products, services and pricing. Expected to have a basic knowledge of competitors’ product set & pricing.
- Assist Treasury Management Officers (TMOs) in analyzing and preparing proposals, pro-formas, relationship reviews, set-up sheets, contracts and any other documentation that may be required.
- Assist TMOs with the submission of paperwork for implementation of Treasury Management products. This may include delegation and/or ownership of the onboarding process for new clients to Bell Bank.
- Book new basic services to include contract execution, setup instructions, and customer training as directed.
- Handle basic customer inquiries on products and services and document customer activities.
- Assist the Treasury Management Officers in analyzing and recommending Bell Bank Treasury Management solutions to existing clients.
- Work closely with the related support areas of the bank as needed in order to meet customer needs.
- Work on projects and initiatives as assigned. This may include preparing reports used for internal tracking.
- Prepare account reviews for TMO.
- Assist the Treasury Management Officers as needed with new client onboarding process. This includes all aspects of the implementation process.
- Review analysis statement for accuracy after new relationship has onboarded.
- Work collaboratively with all internal departments as needed to setup and service TM products.
- Conduct basic account reviews, as needed.
- Manage basic TM relationships as needed.
Bell Bank Culture, Policy and Accountability Standards
- Know and live Bell Bank’s values, bottom line, customer service standards, Golden Rules, and LOCBUTN by building personal connections with customers and employees and using their names as often as possible.
- Conduct activities consistent with established Bell Bank policies, procedures and systems, the Code of Conduct, 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.
- 2-4 years of previous Treasury Management and/or related work experience, preferred.
Knowledge, Skills, and Abilities
- Strong organization, verbal and written communication skills.
- Detail-oriented and able to complete and prioritize projects with minimal supervision.
- Ability to think clearly, solve problems, develop customer relationships, and embrace new challenges.
- Effective time management and organizational skills.
Skills Required
- Bachelor's degree in Business Administration, Finance, or a related field, or equivalent experience
- 2-4 years of previous Treasury Management and/or related work experience
- Strong organization and verbal and written communication skills
- Detail-oriented with ability to complete and prioritize projects with minimal supervision
- Ability to think clearly, solve problems, develop customer relationships, and embrace new challenges
- Effective time management and organizational skills
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.
