Among financial and investment analysts, AI is already used for a large share of the tasks. Measured exposure for financial and investment analysts: 57% (high).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

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About the job

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.