Treasury Delivery Specialist I

Jobtailor; Iowa (LA); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor seeks a Treasury Solutions Support Specialist to onboard and expand Treasury client relationships, assess needs, and coordinate with bank partners. You will onboard Treasury products and provide comprehensive operational support while identifying cross-sell opportunities.

With a strong emphasis on customer service, you will work with Treasury Officers and Relationship Managers to maintain relationships and resolve issues, ensuring accurate servicing and billing for Treasury Management

Qualifications

• Bachelor's degree in business, finance, communications, or related field.
• 1–3 years of related experience or equivalent training.
• Face-to-face, phone, and/or email customer service experience.
• Knowledge of bank networks and delivery systems.
• Proven ability to deliver exemplary customer service in a professional environment.
• Ability to assess customer needs and promote appropriate products.

Responsibilities

• Support Treasury Solutions Officers in onboarding, expanding, and retaining Treasury customer relationships.
• Assess new and existing customer needs and identify cross-selling opportunities.
• Coordinate with Bank partners to fulfill client requirements.
• Establish relationships with Treasury Officers, Relationship Managers, and other teams.
• Onboard and maintain Treasury products including Business Online Banking, ACH, Online Wires, Positive Pay, and more.
• Provide operational support and resolve issues with Treasury Operations.
• Escalate systemic, operational, and customer service issues as needed.
• Prepare service agreements and client correspondence accurately.
• Use bank reports to identify service and sales opportunities and communication plans.
• Deliver exceptional service and proactively strengthen relationships.
• Assist with sales of fee-based and interchange-based products.

Skills

Customer service

Treasury Management

Microsoft Office

Communication

Problem-solving

Teamwork

Financial acumen

Accounting basics

Report writing

Education

Bachelor's Degree in Business, Finance, or Communications

Tools

CRM systems

Bank Reports

Microsoft Office

Job description

• Support Treasury Solutions Officers in onboarding, expanding, and retaining Treasury customer relationships
• Assess new and existing customer needs
• Recognize cross-selling opportunities and coordinate with appropriate Bank partners
• Establish and foster relationships with Treasury Solutions Officers, Commercial Relationship Managers, Business Payments Consultants, and the Retail Network
• Onboard and maintain Treasury products including Business Online Banking, ACH, Online Wires, Positive Pay, Business Bill Pay, Remote Deposit, Sweeps, and Electronic Bank Statements
• Work with Treasury Operations to resolve operational issues
• Escalate systematic, operational, and customer service issues
• Complete service agreements and client correspondence accurately and consistently
• Use bank reports to identify service and sales opportunities and establish communication plans
• Strengthen existing customer relationships through proactive customer contact and exemplary service
• Assist Treasury Solutions Officers with sales of fee-based and interchange-based products
• Identify ways to optimize customer profitability
• Provide technical and operational support for Treasury Solutions products and services
• Ensure accurate implementation, servicing, and billing of deposits and Treasury Management products
• Assist with relationship reviews and identify opportunities to expand services and revenue
• Assist with special projects and audit preparation, including working with examiners
• Deliver exceptional service to internal and external customers and business partners

Requirements

• 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
• 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 appropriate products and services
• Strong computer and technical skills
• Advanced Microsoft Office knowledge
• Exceptional customer service and communication skills
• Ability to work as a team member and multitask in a fast-paced environment
• Ability to meet or exceed established goals/guidelines
• Strong problem-solving abilities, financial acumen, and sound business judgment
• Ability to read, analyze, and interpret business periodicals, contracts, journals, technical procedures, and governmental regulations
• Ability to write reports, business correspondence, and procedure manuals
• Excellent written and verbal communication, interpersonal, presentation, and training skills
• Ability to present information and respond to questions from managers, clients, customers, and the general public
• General understanding of business and financial fundamentals
• Intermediate accounting skills with mathematical aptitude
• Computer spreadsheet skills
• Ability to solve practical problems with limited standardization
• Ability to interpret written, oral, diagram, or schedule instructions
• Regular and predictable attendance required

Core Competencies

Demonstrates strong customer service skills and the ability to assess customer needs while promoting Treasury Management products. Proficient in technical support, relationship management, and operational processes within a banking environment.

Highest-signal resume keywords

• Customer Service Experience
• Treasury Management Products
• Microsoft Office Proficiency
• Problem-Solving Abilities
• Financial Acumen

Hard Skills

• Treasury Management
• Business Online Banking
• ACH
• Online Wires
• Positive Pay
• Business Bill Pay
• Remote Deposit
• Sweeps
• Electronic Bank Statements
• Intermediate Accounting Skills

Soft Skills

• Exceptional Communication Skills
• Team Collaboration
• Multitasking
• Interpersonal Skills
• Presentation Skills

Certifications & Qualifications

• Bachelor's Degree in Business, Finance, or Communications

Industry Keywords

• Treasury Solutions
• Customer Relationship Management
• Operational Support
• Sales Opportunities
• Financial Fundamentals

Tools & Technologies

• Bank Reports
• Customer Relationship Management Systems