Treasury Relationship Specialist

Treasury Relationship Specialist

Citizens State Bank is seeking a Treasury Relationship Specialist to provide dedicated support to both our Relationship Banking and Treasury Management teams. This position will be based out of our Hudson, WI office. In this pivotal role, you'll serve as the bridge between two key departmentshelping ensure our clients receive seamless, high-quality service from every angle. You'll coordinate customer service activities, maintain accurate account documentation, and assist with treasury operations. Your efforts will enhance efficiency, strengthen client relationships, and uphold our commitment to excellence and compliance.

What You'll Do :

• Assist Relationship Bankers in managing customer portfolios and preparing relationship reviews.
• Coordinate onboarding and documentation for new business accounts and treasury services.
• Serve as a secondary point of contact for customer inquiries, ensuring timely and accurate responses.
• Maintain treasury documentation, pricing schedules, and service records.
• Support cash management activities and assist in monitoring liquidity and account balances.
• Support compliance and internal control functions by ensuring all documentation meets policy requirements.
• Coordinate scheduling and communication between Treasury and Relationship Banking teams.

What You Bring :

Why You'll Love Working Here : Join a collaborative banking environment where your role truly makes a difference. You'll work alongside professionals who value teamwork, innovation, and client successwhile enjoying competitive pay, excellent benefits, and opportunities for professional growth.

Our core values of integrity, customer focus, team focus, and agility are the foundation of our business and a guide that is used every day to serve our customers and employees alike. Our team enjoys collaborating with leadership who is respectful, supportive, and flexible as we work together toward a common goal of providing friendly, personalized service throughout our communities in Western Wisconsin. The bank is headquartered in Hudson and has four additional offices to serve its customers Elmwood, Menomonie, Roberts, and Woodville.

There may be other daily and on demand duties as necessary. Citizens State Bank is proud to be an affirmative action / equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. Citizens State Bank is a Member of the FDIC and an Equal Housing Lender.