Treasury Delivery Specialist II

First Interstate Bank; Cedar Rapids (IA); On-site; USD 65,000 - 90,000; Full time

Job summary

First Interstate Bank in Cedar Rapids, IA or North Liberty, IA is seeking a Treasury Delivery Specialist II to support onboarding, expansion, and retention of Treasury client relationships. This role assesses client needs, recognizes cross-sell opportunities, and collaborates with Treasury Officers and bank partners to meet client requirements.

You will foster strong relationships, manage Treasury products, and drive non-interest income through product sales while delivering exceptional service

Qualifications

• Bachelor's degree in Business, Finance, Communications, or related field.
• 4-6 years related experience or training.
• Experience delivering exemplary customer service in a professional environment.

Responsibilities

• Supports Treasury Solutions Officers in onboarding and expanding Treasury client relationships.
• Onboards Treasury products and ensures client satisfaction.
• Identifies cross-sell opportunities and collaborates with bank partners.
• Delivers exceptional customer service to internal and external clients.

Skills

Sales process knowledge

Customer service excellence

Communication skills

Financial acumen

Microsoft Office

Education

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

Tools

Microsoft Office

Job description

This position may be located at our Cedar Rapids, IA or North Liberty, IA branch.

What's Important to You

We know your career is just one aspect of a meaningful, complex, and demanding life. That is 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.
• Student debt employer repayment program.
• 401(k) retirement plan with a 6% match.

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.

We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.

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 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.

• 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%.

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.

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