Treasury Operations Lead & SME

First Interstate Bank; Northern (KY); Hybrid; USD 61,492,000 - 92,266,000; Full time

Job summary

The Treasury Support Specialist III at First Interstate Bank focuses on quality control for daily tasks and oversees departmental reporting. This role also assists with project management and supports staff by resolving escalated issues and conducting in-depth research.

It requires coordinating training, maintaining procedures, and communicating with bank personnel. The position offers professional growth through involvement in Treasury Solutions projects and process improvements.

Qualifications

• High School Diploma or GED required.
• Associate's Degree preferred; 4-6 years related experience or equivalent.
• Experience in a customer service role preferred.

Responsibilities

• Coordinates team training, manages work queues, and identifies additional training needs.
• Prepares and reports departmental statistics.
• Assists with day-to-day processing as needed.
• Ensures departmental procedures are accurate, up-to-date, reviewed annually, and maintained as necessary.
• Resolves escalated and complex non-routine issues with minimal supervision while ensuring compliance with regulations and audit standards.
• Communicates with bank personnel and/or customers as needed to resolve issues.
• Participates in partner calls to provide product solutions that meet customer needs.
• Participates in meetings and training seminars to stay current on regulatory and procedural changes.
• Supports the development and implementation of new products, processes, and procedures.
• Multitasks across multiple systems while effectively prioritizing incoming requests.
• Assists with the implementation and conversion of new software, including testing upgrades and releases.
• Provides input to management for quality reviews of staff work, training documentation, and ongoing quality monitoring.
• Serves in a leadership capacity by providing individual and group training and facilitating team meetings.
• Takes an active role in Treasury Solutions projects as a SME.

Skills

Customer service

Instruction interpretation

Customer needs assessment

MS Office

Team leadership

Multitasking

Self-motivation

Teamwork

Subject Matter Expert

Education

High School Diploma or GED

Associate's Degree in Business or related field

Tools

Microsoft Office

Job description

The Treasury Support Specialist III at First Interstate Bank focuses on quality control for daily tasks and oversees departmental reporting. This role also assists with project management and supports staff by resolving escalated issues and conducting in-depth research.

It requires coordinating training, maintaining procedures, and communicating with bank personnel. The position offers professional growth through involvement in Treasury Solutions projects and process improvements.