Treasury Growth & Onboarding 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

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