Treasury Management Intern

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    Ixonia Bank

    Boutique commercial & private bank built on real relationships; personalized attention and strategic financial guidance.

    51-200 employeesFounded 1918Ixonia, WIBanking
    Actively hiringPaidSummer 2027Banking
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    Best applied by Oct 14

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    About the role#

    Ixonia Bank is hiring a Treasury Management Intern for the Summer 2027 term. This is a paid, full-time, on-site position based in Ixonia or Milwaukee, Wisconsin. You will gain hands-on experience in how treasury management supports business financial activities.

    What you'll do#

    • Support the implementation of new treasury products and services.
    • Shadow the Treasury Management Officer on sales calls and assist with annual customer reviews.
    • Work with bank staff to identify sales opportunities, leads, and product upgrades.
    • Assist in setting up new ACH customers and answering service-related questions.
    • Collaborate with Business Bankers to manage client relationships and with Retail Bankers to document new commercial deposit accounts.
    • Prepare fee analysis comparisons for prospective customers.
    • Educate clients on cash management services, provide product demonstrations, and offer training.
    • Follow up with customers after implementation to resolve issues.
    • Represent the bank at community meetings and functions.
    • Assist the Business Banking Head with third-party vendor management.
    • Attend Commercial Lending and treasury meetings while adhering to regulatory compliance requirements.

    What you'll need#

    • Current pursuit of a degree in Business Administration, Finance, or Economics.
    • Strong knowledge of business and economic conditions.
    • Ability to calculate costs based on activity levels, interest, and profitability.
    • Understanding of bank statements and account analysis.
    • Excellent verbal and written communication skills with strong presentation abilities.
    • Ability to prioritize multiple projects and balance competing tasks.
    • High level of responsiveness to both internal and external customers.
    • Aptitude for problem-solving and making effective decisions.
    • A self-starter mindset with the ability to work independently or in a group setting.
    • Attention to detail and accuracy.

    Location & details#

    • Locations: Ixonia, WI and Milwaukee, WI.
    • Modality: On-site.
    • Term: Summer 2027 (estimated start date May 3, 2027).

    About Ixonia Bank

    Ixonia Bank is an independent community bank founded in 1918. It operates seven locations across Waukesha, Jefferson, and Milwaukee Counties in Wisconsin. The bank provides personal banking services like checking and loans alongside business banking products. It maintains a staff of 51 to 200 employees.

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