Peoples State Bank
  • Wausau, WI, USA
  • Hourly
  • Full Time

Health, Dental, Vision, 401k, Profit Sharing, Bank-wide Incentive Program, Flexible Spending Accounts, Life, Disability, Paid Time Off, Paid Holidays

Job Location: 1905 Stewart Avenue, Wausau, WI 54401

Hours: Monday Friday 8:00 AM 5:00 PM, with overtime as needed to meet the demands of the departments

Job Summary:

Responsible for providing administrative and clerical support to the Treasury Management (TM) and Commercial Banking (CB) teams to ensure operational efficiency, service excellence and support for meeting team's growth goals.

Primary Duties and Responsibilities:

  • Provides TM commercial customer deposit services support regarding new account setup, new services activation and account maintenance.
  • Assists TM in the preparation of ACH risk reviews and documentation preparation by pulling reports, evaluating transaction history, looking at scanned documents in Synergy, reviewing customer information and typing risk reviews.
  • Assists commercial bankers' client requests or process problem resolution by inputting service sessions into tracking system for loan servicing team to respond. Follow-up with banker to confirm change was made for their clients.
  • Schedules TM and commercial clients' appointments at the direction of bankers.
  • Provides clerical support to TM manager and commercial bankers by helping compose and prepare correspondence, typing loan proposals, compiling lists for new services, doing mail merge function for mailing of correspondence, compile, copy and bind reports and other documents in a timely and accurate manner.
  • Assists bankers with copying documents, financials, and tax returns when needed, and/or follow-up on special project requests such as creating spreadsheets, pulling and tracking information, etc.

Desirable education, experience and skills:

  • Minimum of a high school education with several years of experience in banking or a financial services company.
  • High attention to detail and superior organizational skills. Ability to take direction, ask questions and follow up on requests. Work independently to complete projects meeting quality and timeliness expectations.
  • Ability to manage multiple tasks simultaneously in a fast-paced environment.
  • Good typing and written communication skills with high proficiency in Microsoft Word and Excel.

We are an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities.

Peoples State Bank
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