Treasury Management Analyst

Job Description

• Support the Treasury Management team with client onboarding, account opening, documentation, paperwork, correspondence, and administrative coordination.
• Serve as a client-facing resource and liaison between Treasury Management, sales, clients, and other Bridgewater Bank departments.
• Prepare CIP cards, obtain signatures, gather client documentation, and ensure timely responses.
• Assist with sales preparation, cost comparisons, proposals, timelines, and monthly Treasury Management reports.
• Requires 3-5 years of banking/financial services experience, client-facing experience, Windows Suite proficiency, and preferably Treasury Analyst, Personal Banker, Account Executive, or Fiserv/Premier experience.