Treasury Delivery Specialist II

Jobtailor; Cedar Rapids (IA); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor in Cedar Rapids, IA is seeking a Treasury Relationship Specialist to support onboarding, expansion, and retention of Treasury customer relationships. You will assess customer needs and identify cross-sell opportunities while collaborating with Treasury Solutions Officers, Commercial Relationship Managers, and business partners.

You will onboard and maintain Treasury products such as Business Online Banking, ACH, Online Wires, Positive Pay, and other services, resolving operational

Qualifications

• Bachelor's degree in business, finance, or communications.
• 4–6 years related experience and/or training.
• Exceptional customer service in a professional environment.
• Deep knowledge of sales process and procedures, including goal achievement.
• Strong computer and technical skills, including Microsoft Office.

Responsibilities

• Support Treasury Solutions Officers in onboarding, expanding, and retaining Treasury customer relationships.
• Assess customer needs and identify cross-sell opportunities.
• Onboard and maintain Treasury products including Business Online Banking, ACH, Online Wires, Positive Pay, and other services.
• Resolve operational issues related to Treasury products and services; elevate issues.
• Complete service agreements, client correspondence, and other documentation accurately and consistently.
• Develop proactive service and sales communication plans using bank reports and other resources.
• Join existing and prospective clients to identify Treasury product and service opportunities.
• Strengthen existing customer relationships through proactive contact and exemplary customer service.
• Generate non‑interest income through sales of fee‑based and interchange‑based products and assist Treasury Solutions Officers with sales.
• Identify ways to optimize customer profitability.
• Assist with professional proposals and responses to formal requests for proposals.
• Ensure accurate implementation, servicing, and billing of deposits and Treasury Management products.
• Lead relationship review preparation to identify opportunities to expand services and revenue.
• Provide technical and operational support for Treasury Solutions products and services in person, by phone, and email.
• Assist or lead special projects and audit preparation, including work with examiners.
• Deliver exceptional customer service to internal and external customers.

Skills

CRM

Sales process

Customer service

Communication

Problem-solving

Teamwork

Education

Bachelor's Degree in Business

Bachelor's Degree in Finance

Bachelor's Degree in Communications

Tools

Microsoft Office

Banking software

Job description

• Support Treasury Solutions Officers in onboarding, expanding, and retaining Treasury customer relationships.
• Assess new and existing customer needs and identify cross-sell opportunities.
• Establish and foster relationships with Treasury Solutions Officers, Commercial Relationship Managers, Business Payments Consultants, the Retail Network, customers, and business partners.
• Onboard and maintain Treasury products including Business Online Banking, ACH, Online Wires, Positive Pay, Business Bill Pay, Remote Deposit, Sweeps, and Electronic Bank Statements.
• Resolve operational issues related to Treasury products and services; elevate systematic, operational, and customer service issues.
• Complete service agreements, client correspondence, and other documentation accurately and consistently.
• Develop proactive service and sales communication plans using bank reports and other resources.
• Join existing and prospective clients to identify Treasury product and service opportunities.
• Strengthen existing customer relationships through proactive contact and exemplary customer service.
• Generate non‑interest income through sales of fee‑based and interchange‑based products and assist Treasury Solutions Officers with sales.
• Identify ways to optimize customer profitability.
• Assist with professional proposals and responses to formal requests for proposals.
• Ensure accurate implementation, servicing, and billing of deposits and Treasury Management products.
• Lead relationship review preparation to identify opportunities to expand services and revenue.
• Provide technical and operational support for Treasury Solutions products and services in person, by phone, and email.
• Assist or lead special projects and audit preparation, including work with examiners.
• Deliver exceptional customer service to internal and external customers.

Requirements

• 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.
• Deep knowledge of sales process and procedures, including goal achievement.
• Knowledge of First Interstate Bank’s network and delivery systems.
• Ability to assess customer needs, promote, and recommend appropriate products and services.
• Strong computer and technical skills, including Microsoft Office.
• Exceptional customer service and communication skills.
• Ability to multitask in a fast‑paced environment and work as a team member.
• Ability to meet or exceed established goals and guidelines.
• Strong problem‑solving abilities, financial acumen, business judgment, intermediate accounting, mathematical aptitude, and spreadsheet skills.
• 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 public.
• Regular and predictable attendance required.
• Must be available for typical Monday-Friday, 8:00 a.m.-5:00 p.m. work hours.
• Travel up to 10%.

Core Competencies

Demonstrates expertise in Treasury Management products and services, with a strong focus on customer relationship management and sales optimization. Proficient in delivering exceptional customer service and effectively communicating with diverse stakeholders.

Highest-signal resume keywords

• Treasury Management Products
• Customer Relationship Management
• Sales Process Knowledge
• Microsoft Office Proficiency
• Exceptional Customer Service

Hard Skills

• Business Online Banking
• ACH
• Online Wires
• Positive Pay
• Business Bill Pay
• Remote Deposit
• Sweeps
• Electronic Bank Statements
• Intermediate Accounting
• Mathematical Aptitude

Soft Skills

• Communication Skills
• Problem-Solving Abilities
• Interpersonal Skills
• Presentation Skills
• Team Collaboration

Certifications & Qualifications

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

Industry Keywords

• Customer Needs Assessment
• Cross-Sell Opportunities
• Service Agreements
• Client Correspondence
• Non-Interest Income Generation
• Proposal Development
• Operational Support
• Audit Preparation
• Financial Acumen
• Business Judgment