2

Remote Treasury Sales Jobs in Wisconsin (NOW HIRING)

Work directly with the Treasury Management sales team to monitor commercial accounts and services ... Remote Work Arrangements * Colleague Pricing on Secondary Market Mortgage Loans * Colleague Beyond ...

Remote Treasury Sales information

What is the difference between Remote Treasury Sales vs Remote Cash Management Sales?

AspectRemote Treasury SalesRemote Cash Management Sales
CredentialsTypically requires finance or banking certifications, such as CFA or treasury certificationsSimilar credentials, often including banking or finance certifications
Work EnvironmentRemote or office-based, engaging with corporate clients on treasury solutionsRemote or office-based, focusing on cash flow and liquidity management solutions
Employer & IndustryFinancial institutions, corporate banking divisionsFinancial institutions, corporate banking divisions
Search & Comparison IntentPeople compare roles involving treasury product sales and client advisoryPeople compare roles focused on cash flow solutions and liquidity management

Remote Treasury Sales and Remote Cash Management Sales share similar credentials and work environments, both serving corporate clients within financial institutions. However, Treasury Sales emphasizes broader treasury solutions, while Cash Management Sales concentrates on liquidity and cash flow products. Understanding these distinctions helps candidates target the right roles based on their skills and career goals.

What are popular job titles related to Remote Treasury Sales jobs in Wisconsin?

For Remote Treasury Sales jobs in Wisconsin, the most frequently searched job titles are:

What cities in Wisconsin are hiring for Remote Treasury Sales jobs?

Cities in Wisconsin with the most Remote Treasury Sales job openings:

Deposit Operations Specialist

Eau Claire, WI • On-site, Remote

CCFBank
Commercial Banking • 201 - 500 employees

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.


Job description

Description

CCFBank is seeking a detail-oriented, customer-focused Deposit Operations Specialist to join our team. This role performs a full range of operational activities that support the accuracy, compliance, and efficiency of our deposit functions. You will play a key part in ensuring high-quality service for both internal partners and external clients, while upholding CCF's Mission, Vision, and Values every day.


Ideal candidates are those who thrive in accuracy-driven work, enjoy supporting both clients and colleagues, and want to build a strong foundation in deposit operations. Apply if you're looking for meaningful work in a collaborative, values-driven culture.


This position is located in Eau Claire, WI.


Responsibilities:

  • Provide support to all areas of the department as directed or where service or assistance is needed; demonstrate superior customer service with appropriate follow-through with involved clients and colleagues.
  • Work directly with the Treasury Management sales team to monitor commercial accounts and services.
  • Daily processing of wires, ACH, teller support, deceased customers, IRA/HSA processing, overdraft accounts, NSF and Non-Post, review of mobile/remote deposit items, new account and maintenance audits, safe deposit box processing, and legal requests including garnishments and levies.
  • Manage Deposit Operations mailbox
  • Responsible for documenting issues with our core provider and opening ticket/inquiries as needed.
  • Resolve account processing errors and resolution requests; research and explore answers and alternative solutions; reconcile accounts; enter corrections; reverse customer fees or charges with the concurrence of Bank management; escalate unresolved problems.
  • Perform a wide variety of routine clerical duties.
  • Responsible for daily monitoring and balancing ATM settlement activity.
  • Assure compliance with all Bank policies, procedures and processes, and all applicable state and federal banking laws, rules and regulations; adheres to Bank Secrecy Act (BSA) responsibilities that are specific to the position.

Must haves: 

  • High School diploma or equivalent.
  • One (1) year of deposit operations experience in a financial institution. 
  • One (1) year of work-related experience consisting of call center or customer service support duties in a financial institution or business environment.
  • In evaluating candidates for this position, CCFBank may consider a combination of education, training, and experience which provides the necessary knowledge, skills, and abilities to perform the duties of this position. 

What's in it for you?

  • Full Time, 40 hours per week.
  • Monday - Friday work week.
  • Competitive pay. 
  • Eligible for annual incentive based upon company performance and goals. 

Perks:

  • Health, Vision & Dental Plans
  • Health Savings Account (HSA) with CCF Contributions
  • Employer Paid Life Insurance and Long Term Disability Plans
  • Voluntary Life Insurance and Short Term Disability Plans
  • Accident, Critical Illness, and Hospital Indemnity Plans
  • Benefits Care Advocate
  • Flexible Spending Account
  • Health Reimbursement Arrangement (HRA)
  • 401K Retirement Plan and Company Match
  • Paid Time Off and Paid Holidays
  • Time Off for Bereavement Leave, Parental Leave, and Voting
  • Paid Time Off Donation
  • Paid Time Off Cash Out
  • Company-Wide Wellness Program
  • Employee Assistance Program (EAP)
  • Colleague Referral Program
  • Education Reimbursement Program
  • Career Planning
  • Remote Work Arrangements
  • Colleague Pricing on Secondary Market Mortgage Loans
  • Colleague Beyond Save & Spend Accounts Perks
  • Discount Program

What can you expect from us?


At CCFBank you are more than just a number, you are a partner to our team. We are dedicated to investing in our colleagues and providing them with tools they need to grow and develop their careers.


We prioritize the needs of our community by allocating resources and encouraging colleague involvement across the regions we operate in. We are proud to be a part of our local communities, and we look forward to continuing to support and serve them. 


Learn more here about how we make more possible: https://ccf.us/careers/
 

Ready to be part of our financial family? Apply online at ccf.us!


If you need assistance applying, contact us at HR@ccf.us and we will attempt to meet your needs. 


In evaluating candidates for this position, CCFBank may consider a combination of education, training, and experience which provides the necessary knowledge, skills, and abilities to perform the duties of this position.


CCFBank is committed to fostering and cultivating an inclusive and diverse culture and we are proud to be an Equal Opportunity Employer, including disability and veterans.



CCFBank logo

About CCFBank

Sourced by ZipRecruiter

Industry

Commercial banking

Company size

201 - 500 Employees

Headquarters location

Eau Claire, WI, US

Year founded

1938