What are the responsibilities and job description for the Banking Support Associate position at First Business Bank?
Join us today as a Banking Support Associate!
First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us! Work Model: Based out of our Appleton, WI location and onsite Monday-Friday, 8am-5pm. OVERVIEW The Banking Support Associate is a key contributor in servicing the overall banking portfolio. Focusing on client onboarding, managing documentation, executing product setup and maintenance, and related monitoring, this role follows established procedures. This role provides support to Client Services, assisting with client transactions, answering phones, account documentation, and other service-related tasks. Specifically, as a Banking Support Associate you will:
First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us! Work Model: Based out of our Appleton, WI location and onsite Monday-Friday, 8am-5pm. OVERVIEW The Banking Support Associate is a key contributor in servicing the overall banking portfolio. Focusing on client onboarding, managing documentation, executing product setup and maintenance, and related monitoring, this role follows established procedures. This role provides support to Client Services, assisting with client transactions, answering phones, account documentation, and other service-related tasks. Specifically, as a Banking Support Associate you will:
- Deliver Exceptional Customer Service – Treasury Management
- Prepare New Account and Maintenance Documents with Accuracy
- Perform Banking Transactions with Accuracy
- Perform Other Duties as Assigned
- Associate’s degree in business related field or equivalent work experience
- Prior cash handling and customer service experience preferred.
- Strong organizational and multitasking skills, with the ability to meet strict deadlines
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office and familiarity with Salesforce or similar CRM systems
- Ability to handle confidential information with discretion