Overview

Description: CORE VALUES: Park State Bank's Core values are GROWTH, TEAMWORK, RESPONSIVE, TRANSPARENT, and INNOVATIVE. We endeavor to live by these values in all that we do!MISSION: The mission of Park State Bank is to deliver exceptional client service, strategic banking solutions and a community-friendly experience.POSITION SUMMARY:The Business Banking & Treasury Management Associate is responsible for delivering exceptional service and operational support to business clients, in partnership with the Bank's Business Bankers. This position serves a critical link between the sales process and ongoing relationship support. Responsibilities include assisting with onboarding, deposit account servicing, and Treasury Management product support. The Associate plays a key role in maintaining strong client relationships through personalized service, timely issue resolution, and proactive engagement. This position requires strong organizational skills, attention to detail, product knowledge, and a client-first mindset.PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES:Client Service and Relationship SupportPromotes customer retention and satisfaction by going above and beyond to address issues and ensure positive client experiencesServes as the primary support contact for business clients and assigned Business Bankers.Provides a high level of service, fostering strong client relationships through timely follow-up, problem resolution, and proactive communication.Engages clients to identify banking needs and recommend appropriate products and services.Leads client onboarding by drafting required documentation, setting up Treasury Management services, provides product training to clients, and coordinates with internal partners.Depository Account ServicesOpens, closes, and services a variety of business deposit accounts including checking, savings, certificates of deposit, and specialized accounts.Initiates and processes requests related to debit cards, stop payments, address changes, safe deposit boxes, and check orders.Prepares account documentation and coordinating required internal approvals.Treasury Management and Product SupportOnboards clients to Treasury Management services such as online banking, ACH, Positive Pay, Remote Deposit Capture, and Wire services.Trains clients on how to use Treasury Management tools effectively and securely.Identifies opportunities for additional services and refers to the appropriate internal partner. ROLE QUALIFICATIONSExperience2-3 years related retail, business banking, treasury management experience, and/or bachelor's degree in related fieldsPrior experience in customer service, preferably in a banking or financial services industryKnowledge of banking operations, regulations, and compliance requirementsExcellent communication skills, both verbal and written, with the ability to effectively convey complex information and resolve issues with professionalism and diplomacySECONDARY RESPONSIBILITIES AND ACCOUNTABILITIES:May process client transactions: processes loan payments; issues money orders, and cashier's checks.May assist with answering branch phone calls.Prepare and send client statements and tax information, as requested.May contribute to overall office administration.Other duties may be assigned.Other Skills and AbilitiesStrong communication skillsClient service focusedMaintain confidentiality of customer informationResourceful, well organized and ability to multitaskEffective problem-solving and decision-making skillsStrong attention to detailAbility to work independently as well as part of a collaborative team environmentFlexibility to adapt to changing regulatory requirements and industry dynamicsCommitment to upholding confidentiality, integrity, and ethical standards in all interactionsPERFORMANCE MEASURES:Timely execution of Rocks, To-Dos, active participation in L10 meetingsDemonstration of Core ValuesMeets or exceeds annual goals as pre-established by immediate supervisorMaintains confiden