Treasury Management Intern at Lake Ridge Bank – Monona, Wisconsin

The Treasury Management Intern is responsible for supporting our Treasury Management Specialists with general departmental needs including client communication, analyzing and updating client information, and assisting with projects as needed. The intern will work with our full-time associates to ensure our Treasury Management operations run smoothly.

ESSENTIAL RESPONSIBILITIES:

• Understand Bank Mission and Values, organizational structure, employee handbook, bank security, policies and procedures, and standards of conduct.
• Creates correspondence, memos, reports, forms and tables for internal/external communication
• Assist with customer communication, information gathering, inputting customer data and creating detailed reports.
• Maintain accuracy and details of customer files, which may include scanning for electronic files
• Importing documents into our file storage system
• Participating in community engagement activities

OTHER RESPONSIBILITIES:

• Complete all annual bank security and compliance training.
• Adhere to Bank Security guidelines as required for this position.
• Always maintain confidentiality of customer information
• Stay current on all compliance regulations.

• Working toward an Associate’s or Bachelor’s degree in Economics, Finance, Business or other related field
• Good interpersonal and communication skills to be able to interact and communicate with a diverse group of associates
• High level of customer service skills
• Demonstrated problem solving skills
• Flexibility with the ability to adapt to an ever-changing work environment
• Strong organizational skills with the ability to prioritize multiple competing tasks and work in a fast-paced environment
• Functional understanding of advanced features in Excel, Word, Outlook and PowerPoint with the ability and willingness to learn new programs/software
• Willingness and ability to participate in community functions where the office is involved
• Ability to represent the organization in a professional, positive manner

Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer.

Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at (608) 849-2700 or email us.