Treasury Delivery Specialist I

First Interstate Bank; Helena (MT); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Generous PTO

Child Care Assistance

Exercise reimbursement

Job summary

First Interstate Bank is seeking a Treasury Delivery Specialist I to support onboarding, expansion, and retention of Treasury customer relationships across multiple Montana markets, including Helena and nearby cities.

You will identify cross‑selling opportunities, collaborate with Treasury Solutions Officers and partners, and ensure client needs are met through comprehensive service and product delivery.

Qualifications

• Bachelor’s degree required.
• 1–3 years related experience, training, and/or equivalent combination.
• Face to face, phone, and/or email customer service experience required.

Responsibilities

• Establishes trusted relationships with Treasury Solutions Officers, Commercial Relationship Managers, Business Payments Consultants, and Retail Network.
• Onboards and maintains Treasury products such as Business Online Banking, ACH, Online Wires, Positive Pay, and more.
• Resolves operational issues in Treasury products and services to satisfaction of customer and bank policies.

Skills

Customer service

Financial services

Microsoft Office

Communication

Teamwork

Education

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

Tools

I Corp/Business Online Banking

Online Wires

Job description

This position may be located in Helena, MT; Bozeman, MT; Great Falls, MT; Kalispell, MT; or Missoula, MT.

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.

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

• 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.

EEO AND EQUALITY STATEMENT

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 Section 503 of the Rehabilitation Act of1973, the Vietnam Era Veterans' Readjustment Assistance Act of1974, and TitleI of the Americans with Disabilities Act of1990, as amended, individuals that require accommodation in the job application process for a posted position may contact us Monday through Friday,8am to5pm 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.