Treasury Delivery Specialist I

First Interstate Bank; Bend (OR); On-site; USD 33,000 - 49,000; Full time

Benefits offered by this job

PTO

Child Care Assistance

Exercise reimbursement

Paid federal holidays

Job summary

First Interstate Bank is seeking a Treasury Delivery Specialist I to support onboarding, expansion, and retention of Treasury customer relationships. You will collaborate with Treasury Solutions Officers and partners to meet client needs and identify cross-sell opportunities.

The role emphasizes strong customer service, accurate documentation, and proactive relationship management across Treasury products and services.

Qualifications

• Bachelor's degree in Business/Finance/Communications or related field is required.
• 1-3 years related experience and/or equivalent combination of education and experience.
• Ability to assess customer needs and promote appropriate Treasury products.
• Strong MS Office skills and professional communication.

Responsibilities

• Build trusted relationships with Treasury Solutions Officers and commercial partners.
• Onboard and maintain Treasury products including Online Banking (I Corp), ACH, Online Wires, Positive Pay, and others.
• Collaborate with Treasury Operations to resolve issues promptly and ensure client satisfaction.
• Identify cross-sell opportunities and drive revenue growth.
• Deliver exceptional service and accurate documentation for client relations.

Skills

Customer service

Relationship building

Microsoft Office

Communication skills

Team player

Problem solving

Financial acumen

Analytical ability

Reading and writing reports

Education

Bachelor's Degree in Business, Finance, Communications, or related field

Tools

MS Office

Job description

This position may be located in Bend, OR or Seattle, WA. What’s Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That’s why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.

Generous Paid Time Off (PTO) in addition to paid federal holidays. Child Care Assistance Program for eligible dependent(s). Exercise reimbursement program for employees.

The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.

SUMMARY

The Treasury Delivery Specialist I will function in a dynamic capacity to support Treasury Solutions Officers in the onboarding, expansion, and retention of Treasury customer relationships, assessing new and existing customer needs. This position will recognize cross‑selling opportunities and work with the appropriate Bank partner to ensure all the client’s needs are being met.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Establishes and fosters a trusting relationship with Treasury Solutions Officers, Commercial Relationship Managers, Business Payments Consultants, and the Retail Network to work closely with them to support the needs of Treasury customers.
• Onboards and maintains all Treasury products such as Business Online Banking (I Corp), ACH, Online Wires, Positive Pay, Business Bill Pay (I Payables), Remote Deposit, Sweeps, and Electronic Bank Statements (I Statements).
• Works closely with the Treasury Operations Team to resolve operational issues related to Treasury products and services to the complete satisfaction of the customer and bank policies and procedures.
• Escalates systematic, operational, or customer service issues as encountered.
• Ensures accuracy, timeliness, and consistency in completing all documentation such as service agreements and client correspondence.
• Targets service and sales opportunities by using bank reports, and other means to establish proactive and responsive communication plans with bank partners and customers.
• Strengthens and deepens relationships with existing customers through proactive customer contact, demonstrates the ability to develop, maintain and support a qualified portfolio by providing differentiated and exemplary customer service.
• Assists Treasury Solutions Officers in generating non-interest income for the bank through sales of fee‑based and interchange‑based products.
• Identifies ways to optimize customer profitability.
• Provides in‑depth technical and operational support (in person, on phone, via email, etc.) of the Bank’s Treasury Solutions products and services.
• Ensures the accurate implementation and servicing of all deposits and Treasury Management products and accurate billing.
• Assists in preparations of relationship reviews, identifying additional opportunities to expand services and revenue.
• Assists in special projects and preparing for audits, including working with examiners.
• Delivers exceptional customer service to all internal and external customers and business partners in the execution of all assigned duties.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

KNOWLEDGE, SKILLS AND ABILITIES

• Knowledge of First Interstate Bank’s network and delivery systems.
• Proven experience delivering exemplary level of customer service in a professional environment.
• Proven ability to assess customer needs, promote and recommend the appropriate products and services in an effort to develop and deepen customer relationships.
• Strong computer and technical skills.
• Possess advanced Microsoft Office knowledge.
• Possess exceptional customer service and communication skills.
• Ability to interact as a member of a team and to multitask in a fast‑paced environment.
• Ability to meet or exceed established goals/guidelines required.
• Flexible, self‑starter, who possess strong problem‑solving abilities, strong financial acumen, and sound business judgement.
• Ability to read, analyze, and interpret general business periodicals, contracts, professional journals, technical procedures, or governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals.
• Excellent written and verbal communication, interpersonal, presentation, and training skills.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• General understanding of business and financial fundamentals, intermediate accounting skills with mathematical aptitude, and computer spreadsheet skills.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

EDUCATION AND/OR EXPERIENCE

Bachelor's Degree in Business, Finance, Communications, or related field required

• 1-3 years related experience, training, and/or equivalent combination of education and experience required
• Face to face, phone, and/or email customer service experience required

PHYSICAL DEMANDS AND WORKING ENVIRONMENT

The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

• Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
• Lifting - Occasionally (up to 10 lbs)
• Sitting - Frequently
• Overtime - Subject to business need
• Noise Level - Moderate
• Typical Work Hours - M-F (8-5)
• Regular and Predictable Attendance - Required
• Travel - as needed

COMPENSATION & BENEFITS

We offer a competitive total compensation package including base salary and benefits. The anticipated pay range for this position is $23.61 to $35.42 per hour in WA and depends on a variety of non-discriminatory factors including, but not limited to, job‑related knowledge, skills and experience, education, and geographic location.

Benefits include, but are not limited to, medical, dental, vision, short‑term and long‑term disability benefits and life insurance, flexible spending accounts, health savings account, employee assistance program, 401(k), Paid Time Off (new hires accrue at .069 per hours worked which equates to approximately 18 days per year inclusive of paid sick time) and up to 11 paid Federal holidays.

For more information regarding our benefits, please visit https://www.firstinterstatebank.com/company/about/employee-benefits.php.

First Interstate Bank is an equal opportunity employer committed to a diverse workforce and a barrier-free employment process. Employment is based solely on an individual's merit and qualifications directly related to the position. We do not discriminate on the basis of race, color, religion, national origin, ancestry, pregnancy status, sex, age, marital status, disability, medical condition, or any other characteristics protected by law. We make all reasonable accommodations to meet the obligations set forth under the Americans with Disabilities Act (ADA) and state disability laws. In order to ensure reasonable accommodations for individuals protected by Section503 of the Rehabilitation Act of 1973, the Vietnam Era Veterans' Readjustment Assistance Act of 1974, and TitleI of the Americans with Disabilities Act of 1990, as amended, individuals that require accommodation in the job application process for a posted position may contact us Monday through Friday, 8am to 5pm MST at [e-mail].

All applicants must pass pre‑employment screenings including a background check. First Interstate BancSystem participates in E-Verify which will require new employees to verify their identity and employment eligibility through the internet‑based system operated by the Social Security Administration (SSA) and the Department of Homeland Security (DHS). E-Verify Notice English or Spanish Right to Work Notice English or Spanish