Treasury Delivery Specialist I: Client Onboarding & Growth

First Interstate Bank; Seattle (WA); On-site; USD 33,000 - 48,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k)

Paid Time Off

Federal holidays

Employee assistance program

Job summary

First Interstate Bank in Washington state seeks a Treasury Delivery Specialist I to support Treasury Solutions Officers in onboarding, expanding, and retaining treasury relationships. You will assess client needs and coordinate with bank partners to meet them.

Responsibilities include onboarding Treasury products (Business Online Banking, ACH, Wires, Positive Pay, Payables, Remote Deposit, Sweeps, I Statements), resolving issues with Treasury Operations, and driving proactive service and

Qualifications

• Bachelor's Degree in Business, Finance, Communications, or related field.
• 1-3 years related experience, training, and/or equivalent combination of education and experience.
• Face to face, phone, and/or email customer service experience required.

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.

Skills

Customer service

Microsoft Office

Communication skills

Team player

Problem solving

Education

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

Job description

First Interstate Bank in Washington state seeks a Treasury Delivery Specialist I to support Treasury Solutions Officers in onboarding, expanding, and retaining treasury relationships. You will assess client needs and coordinate with bank partners to meet them.

Responsibilities include onboarding Treasury products (Business Online Banking, ACH, Wires, Positive Pay, Payables, Remote Deposit, Sweeps, I Statements), resolving issues with Treasury Operations, and driving proactive service and