Treasury Delivery Specialist II

First Interstate Bank; Boise (ID); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

PTO

Student debt repayment

401(k) plan with match

Job summary

First Interstate Bank seeks a Treasury Delivery Specialist II to support onboarding, expansion, and retention of Treasury customer relationships at Boise, ID and Bend, OR locations. You will assess customer needs, identify cross-sell opportunities, and coordinate with bank partners to meet client goals.

The role emphasizes proactive communication, accurate documentation, and strong collaboration with Treasury Officers and relationship managers to deliver exceptional service and drive revenue.

Qualifications

• Possesses deep knowledge of sales processes and goal achievement.
• Knowledge of First Interstate Bank's network and delivery systems.
• Ability to assess customer needs and promote suitable products and services.
• Strong computer and technical skills including Microsoft Office.
• Exceptional customer service and communication abilities.
• Ability to multitask in a fast-paced environment.
• Demonstrates financial acumen and sound business judgement.
• Ability to read and interpret contracts, journals, and regulations.
• Excellent written and verbal communication, interpersonal, and training skills.

Responsibilities

• Establishes and fosters trusting relationships with Treasury Solutions Officers and managers to support Treasury customers.
• Onboards and maintains Treasury products such as Business Online Banking, ACH, Wires, and Statements.
• Collaborates with Treasury Operations to resolve issues and ensure customer satisfaction.
• Ensures documentation accuracy and timely completion of service agreements.
• Targets service and sales opportunities and communicates plans with bank partners.
• Strengthens relationships with customers through proactive outreach and superior service.
• Generates non-interest income through fee-based and related Treasury products.
• Identifies opportunities to optimize customer profitability.

Skills

Sales process knowledge

Customer relationship management

Financial acumen

Communication skills

Multitasking

Problem-solving

Reading and interpreting regulations

Written communication

Presentation skills

Education

Bachelor's Degree in Business/Finance/Communications

Tools

Microsoft Office

Job description

This position can be located at Boise, ID (W. Myrtle St.) and Bend, OR (Moss Commercial Banking Center).

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.

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.

• Generous Paid Time Off (PTO) in addition to paid federal holidays.
• Student debt employer repayment program.
• 401(k) retirement plan with a 6% match.

SUMMARY

The Treasury Delivery Specialist II will function in a dynamic capacity to support Treasury Solutions Officers in the onboarding, expansion, and retention of Treasury customer relationships.

This position will assess new and existing customer needs, recognize cross-sell 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 of 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; may also be required to jointly call on existing clients and prospective clients with Treasury Officers, Commercial Relationship Managers, or Branch Managers to identify Treasury product and service opportunities.
• Strengthens and deepens relationships with existing customers through proactive customer contact, demonstrating the ability to develop, maintain, and support a qualified portfolio by providing differentiated and exemplary customer service.
• Generates non-interest income for the bank through the sales of fee‑based and interchange‑based products and/or assist the Treasury Solutions Officer in generating non-interest income for the bank through the sales of fee‑based and interchange‑based products.
• Identifies ways to optimize customer profitability.
• Assists in the completion of professional quality proposals and response to formal requests for proposals.
• Ensures the accurate implementation and servicing of all deposits and Treasury Management products and accurate billing.
• Leads preparations of relationship reviews identifying additional opportunities to expand services and revenue.
• Provides in-depth technical and operational support in person, on the phone, via email, etc. of the bank’s Treasury Solutions products and services.
• Assists or functions as the lead 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 is 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

• Possesses a deep knowledge of sales process and procedures, including goal achievement.
• Knowledge of First Interstate Bank's network and delivery systems.
• 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 to include Microsoft Office.
• 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 and guidelines.
• Flexible self-starter who possesses 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.
• Strong 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.
• 4-6 years related experience and or training, or equivalent combination of education and related experience required.
• Experience delivering an exemplary level of customer service in a professional environment required.

PHYSICAL DEMANDS AND WORKING ENVIRONMENT

Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently Sitting - Frequently Standing - Occasionally Noise Level - Moderate Typical Work hours - M-F (8-5) Regular and Predictable Attendance - Required Travel - 10%

Equal Opportunity Employer

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 of 1973, the Vietnam Era Veterans' Readjustment Assistance Act of 1974, and Title I 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, 8 am to 5 pm MST at [e-mail].

All applicants must pass pre-employment screenings including a background check.

First Interstate BancSystems 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.