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Treasury Management Analyst

June 5, 2026

OH0713 NW Bancshares HQ, PA0258 Bellevue, PA0736 Administration Center Job Description The Treasury Management Analyst is responsible for acting as a liaison to Northwest's treasury management customers. This position trains customers on treasury management products and services while providing customer support for treasury management customers. The Treasury Management Analyst coordinates work flows for new customers and treasury management service integrations while analyzing treasury management service operating systems and recommending enhancements. Essential Functions <ul><li>Properly train customers on the use of Northwest’s treasury management services software applications</li><li>Collaborate with business leads to maintain a strong understanding of current treasury management service process functionality</li><li>Recommend and encourage processes and procedures that enhance efficiency and compliance, while supporting customer service initiatives</li><li>Write and publish departmental and customer processes and procedures</li><li>Research and evaluate training opportunities/activities</li><li>Ensure transformational changes do not lead to unrecognized or unmanaged inefficiencies or compliance risk</li><li>Partner with IS department in the development and scheduling of production reports for Treasury Management products</li><li>Research and identify opportunities for implementation of best practices and industry standards</li><li>Actively participate in educational seminars and other training opportunities</li><li>Analyze web browsers, software, and scanner issues for Express Deposit clients</li><li>Analyze web browsers and software issues for Advanced Online Banking clients</li><li>Test, analyze, and troubleshoot during Signature Releases, new Signature service fee codes, and service charge plans for business accounts</li><li>Reconcile and troubleshoot outages/issues for First Data merchant services settlement account</li><li>Reconcile and troubleshoot outages/issues for Agiletics – Escrow Management product</li><li>Analyze Business Analysis checking statements for pricing and fee discrepancies</li><li>Analyze system issues for sweep accounts, zero balance sweep accounts, and accounts linked for analysis</li><li>Analyze business legal ownership and signing authorization documentation for proper customer execution of Treasury Management documents</li><li>Analyze and formulate proper responses to Requests for Proposals (RFP) for business clients including for profit, not for profit, and municipal/government entities</li><li>Collaborate with business unit leads to discuss and comprehend system issues and inefficiencies, and/or business requirements for new development</li><li>Clearly and concisely identify and correct system issues and inefficiencies, and/or business requirements for new development</li><li>Track and monitor issue and development status to ensure timeliness of resolutions and/or new development</li><li>Perform system testing and analysis of resolutions and new development to ensure agreement with business unit expectations and compliance with all applicable policies and regulations</li><li>Analyze and complete risk assessments on treasury management processes and procedures</li><li>Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations</li><li>Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency</li><li>Work as part of a team</li><li>Work with on-site equipment </li></ul>Qualifications <ul><li>Bachelor's Degree in Business, Finance, or related subject preferred</li><li>3 - 5 years Treasury management support and/or operations experience preferred</li><li>Experience performing system testing, procedure writing, and participating in services development preferred</li><li>Knowledge of all applicable regulatory guidelines, deposit products and treasury management services, inclusive of treasury management processes and procedures</li><li>Knowledge of the following operating systems: Signature, CARE, CCX (RDC – Express Deposit), Centrix (Positive Pay), Q2 (Online Banking System), Agiletics (Escrow Management System), and ACH Services </li></ul>Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...