Treasury Management Specialist

The QTI Group is partnering with a growing community bank to hire a Treasury Management Specialist in Waukesha to serve the SE Wisconsin market. We are seeking someone who is passionate about delivering exceptional client service and driving business growth. You will play a key role in providing innovative treasury solutions to the bank’s business banking clients.

Responsibilities include:

• Serve as a trusted advisor to clients and internal teams, delivering top-tier treasury product marketing and technical expertise
• Onboard business clients and ensure seamless implementation of treasury management products and services
• Support clients with opening business accounts, account inquiries, online banking, ACH, remote deposit capture, and other treasury tools
• Collaborate with bankers and internal teams to design and present commercial banking solutions
• Create proposals and respond to RFPs to win new business
• Partner with bank business development team members to cross-sell treasury products

Qualifications

• 4+ years in banking customer service
• 2+ years in business banking or treasury management preferred
• Strong communication, analytical, and problem-solving skills
• Proficiency in Microsoft Office and general PC knowledge
• Exceptional customer service and attention to detail
• Ability to travel 1-2 days/week to other branch offices in SE Wisconsin