At Fortifi Bank, we believe that how we do business matters. We pride ourselves on building relationships and providing excellent client service, and we are seeking an analytical, professional, and organized Treasury Management Support Specialist to assist us in those efforts.

The TM Support Specialist is responsible for providing support to Fortifi Bank's sales teams and to our clients, regarding the implementation and maintenance of treasury management products and services. The ideal candidate will be responsible for understanding and analyzing all Fortifi Bank TM products and services, to maximize the core system's use and potential in optimizing performance.

At Fortifi Bank we do things the Fortifi Way, offering a unique perspective on client service while keeping our core values at the forefront. We are passionate about fueling progress in the communities where we live and work, and we actively give back through volunteering and supporting local events and activities.

Job Details:

• Maintains a high level of knowledge on all Fortifi Bank TM products and services
• Coordinates the opening and maintaining of TM business accounts with branch staff
• Acts as a support contact for Fortifi Bank TM clients
• Travels to meet with TM clients, as needed
• Ensures all ACH services, policies, and procedures meet regulatory compliance
• Aids in gathering all necessary documentation from TM clients, required to open and prepare agreements
• Prepares agreements and exposure/limit paperwork for TM accounts and services
• Maintains the supply of technical TM inventory
• Reviews SEC codes and contacts clients for training opportunities
• Completes TM questionnaires
• Identifies new opportunities related to client accounts and makes recommendations to the sales team

Qualifications:

• Attention to detail and organizational skills
• Multi-tasking skills
• Ability to maintain confidentiality
• Ability to handle high-pressure situations
• Problem-solving skills
• Relationship building skills
• Ability to self motivate and work independently
• Ability to write training and procedural material
• Excellent verbal and written communication skills

Benefits:

• Health, dental, and vision insurance
• 401(k) and employer match
• Paid time off, volunteer PTO, and birthday PTO
• Life and disability insurance
• Tuition reimbursement
• Wellness program
• Banking perks

If you are excited about joining a team that values your unique talents and wants to make a positive impact, apply now to Fortifi Bank. Be a part of our mission of "Growin' Wisconsin" and discover a fulfilling career with us!
Fortifi Bank is an Equal Employment Opportunity (EEO) employer. Fortifi Bank will provide equal opportunity to all individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Information collected regarding categories as provided by law will in no way affect the decision regarding an employment application.