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Treasury Management Specialist
Union Bank & Trust Co.
312 Central Ave SE Minneapolis, MN 55414-1025
Job Description
Union Bank and Trust has a great opportunity to add to our commercial banking team a Treasury Management Specialist. This valuable team member will be responsible for working with current and helping develop new Treasury Management clients. This position will be an integral part of the Commercial Banking team working closely with Relationship Managers and others to provide excellent customer service to the bank's Treasury Management clients. This position will be responsible for onboarding of all Treasury Management products and services and setting up new products on the bank's Core Processing System (FISERV).

Position Function, Including, but not limited to

  1. Prepares Treasury Management proposals, agreements, implementation documentation and procedures in order to establish the setup of new clients on the system.
  2. Meets with Relationship Managers to review their accounts and identify prospective clients for Treasury Management services.
  3. Resolves operational problems reported by clients in a timely manner.
  4. Prepare and Review clients monthly account analysis statements.
  5. Receives new product and enhancement information from FISERV and is responsible for informing appropriate staff.
  6. Conduct market pricing of Treasury Management services.
  7. Consult with clients on the phone and in person; know their business and anticipate their treasury service needs.
  8. Open and close accounts according to Bank procedure and State & FDIC regulations. To have an understanding of the computer system, to assure that accounts are appropriately entered on the main frame core banking system. Assure that signature cards and other documents necessary are gathered and completed correctly.
  9. Provide training to the Treasury Management Specialist
  10. Assist and back up other bank areas when needed specifically Customer Service.
  11. Other duties as assigned.
Education & Experience
  • Associate or Bachelor’s degree in business or finance preferred – Recent graduates are encouraged to apply.
  • Three to five years’ experience in a banking environment desired but not necessary for the right candidate the bank will provide the needed training to allow for success.
  • Customer Service experience
  • Excellent communication and problem-solving skills
  • Experience with treasury management products and services preferred
  • Experience with Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
  • Fiserv and Laser Pro preferred
About
Union Bank and Trust Company (UB&T) was founded over 40 years ago in 1976. The bank is centrally located in Minneapolis just off the banks of the Mississippi river, in North East Minneapolis. The bank has grown and thrived in the heart of the Twin Cities to a community bank that is large enough to take care of its customers’ needs with a full range of banking products and services. The bank also has a full service Trust company that provides a wide range of trust and investment services for the banks many customers. The bank has a strong long term ownership model that is fiercely independent and committed the principles of community banking.

Union Bank and Trust is committed to the meeting the needs of our banks customers and working to grow and strengthen the community around it. The bank has been proud of its heritage and looks forward to continuing to grow to meet its customers’ needs in the future. The bank has been constantly recognized as one of the strongest community banks, in its peer group, in the US and takes its commitment seriously to continue to be a source of strength and stability.

The bank through its unique Union Ownership model provides a stable professional work environment that is based on a set of shared values; for its Staff, Clients and Ownership. We’re growing and looking to add that next member of our team. isit us online at www.ubtmn.com to learn more.

Pay and benefits
We offer a competitive salary and benefit package including; Medical, Dental, Retirement Plan and Vision Insurance.

How to Apply
Apply Today! Email your resume and cover letter to Neil Anderson Senior Vice President of Commercial Banking at nanderson@ubtmn.com.

Union Bank and Trust is an Equal Opportunity Employer of Minorities, Females, Veterans, and persons with Disabilities.

MBA Job number/Date Added
JobtitleApplyBlindadDateaddedEducFilenumJobdescAbout
Treasury Management SpecialistApply Today! Email your resume and cover letter to Neil Anderson Senior Vice President of Commercial Banking at nanderson@ubtmn.com.

Union Bank and Trust is an Equal Opportunity Employer of Minorities, Females, Veterans, and persons with Disabilities.

False12/30/2019
  • Associate or Bachelor’s degree in business or finance preferred – Recent graduates are encouraged to apply.
  • Three to five years’ experience in a banking environment desired but not necessary for the right candidate the bank will provide the needed training to allow for success.
  • Customer Service experience
  • Excellent communication and problem-solving skills
  • Experience with treasury management products and services preferred
  • Experience with Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
  • Fiserv and Laser Pro preferred
H-6614Union Bank and Trust has a great opportunity to add to our commercial banking team a Treasury Management Specialist. This valuable team member will be responsible for working with current and helping develop new Treasury Management clients. This position will be an integral part of the Commercial Banking team working closely with Relationship Managers and others to provide excellent customer service to the bank's Treasury Management clients. This position will be responsible for onboarding of all Treasury Management products and services and setting up new products on the bank's Core Processing System (FISERV).

Position Function, Including, but not limited to

  1. Prepares Treasury Management proposals, agreements, implementation documentation and procedures in order to establish the setup of new clients on the system.
  2. Meets with Relationship Managers to review their accounts and identify prospective clients for Treasury Management services.
  3. Resolves operational problems reported by clients in a timely manner.
  4. Prepare and Review clients monthly account analysis statements.
  5. Receives new product and enhancement information from FISERV and is responsible for informing appropriate staff.
  6. Conduct market pricing of Treasury Management services.
  7. Consult with clients on the phone and in person; know their business and anticipate their treasury service needs.
  8. Open and close accounts according to Bank procedure and State & FDIC regulations. To have an understanding of the computer system, to assure that accounts are appropriately entered on the main frame core banking system. Assure that signature cards and other documents necessary are gathered and completed correctly.
  9. Provide training to the Treasury Management Specialist
  10. Assist and back up other bank areas when needed specifically Customer Service.
  11. Other duties as assigned.
Union Bank and Trust Company (UB&T) was founded over 40 years ago in 1976. The bank is centrally located in Minneapolis just off the banks of the Mississippi river, in North East Minneapolis. The bank has grown and thrived in the heart of the Twin Cities to a community bank that is large enough to take care of its customers’ needs with a full range of banking products and services. The bank also has a full service Trust company that provides a wide range of trust and investment services for the banks many customers. The bank has a strong long term ownership model that is fiercely independent and committed the principles of community banking.

Union Bank and Trust is committed to the meeting the needs of our banks customers and working to grow and strengthen the community around it. The bank has been proud of its heritage and looks forward to continuing to grow to meet its customers’ needs in the future. The bank has been constantly recognized as one of the strongest community banks, in its peer group, in the US and takes its commitment seriously to continue to be a source of strength and stability.

The bank through its unique Union Ownership model provides a stable professional work environment that is based on a set of shared values; for its Staff, Clients and Ownership. We’re growing and looking to add that next member of our team. isit us online at www.ubtmn.com to learn more.

Pay and benefits
We offer a competitive salary and benefit package including; Medical, Dental, Retirement Plan and Vision Insurance.