Treasury SME & Team Lead — Quality & Reporting

First Interstate Bank

Billings (MT)

On-site

USD 45,000 - 67,000

Full time

12 days ago
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Benefits offered by this job

Paid Time Off
Child Care Assistance
Exercise reimbursement

Job summary

First Interstate Bank in Billings, MT seeks a Treasury Support Specialist III to drive quality control of daily Treasury Support tasks and oversee departmental reporting. The role also supports project management and staff by resolving escalated issues and conducting in-depth research.

The position requires coordinating training, managing work queues, preparing statistics, and assisting with day-to-day processing while ensuring compliance with regulations and audit standards.

Qualifications

  • Demonstrated experience delivering an exemplary level of customer service in a professional environment.
  • Ability to interpret a variety of instructions presented in written, oral, diagram, or schedule form.
  • Proven ability to assess customer needs and provide effective solutions.
  • Strong computer and technical skills, including advanced knowledge and experience with Microsoft Office.
  • Ability to work effectively as both a team member and team leader, and to multitask in a fastpaced environment.
  • Flexible and selfmotivated, with strong problemsolving abilities, financial acumen, and sound judgment.
  • Demonstrated teamoriented mindset that supports the success of First Interstate Bank's strategic initiatives.
  • Serves as the SubjectMatter Expert (SME) for the department.

Responsibilities

  • Coordinates team training, manages work queues, and identifies additional training needs.
  • Prepares and reports departmental statistics.
  • Assists with daytoday processing as needed.
  • Ensures departmental procedures are accurate, uptodate, reviewed annually, and maintained as necessary.
  • Resolves escalated and complex nonroutine 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 SubjectMatter Expert (SME).
  • Cooperates with, participates in, and supports adherence to all internal policies, procedures, training, and practices to ensure compliance with all regulatory requirements, particularly those related to jobspecific duties.

Skills

Customer service
Microsoft Office
Team leadership
Regulatory compliance

Education

GED
Associate's Degree in Business or related field
4-6 years related experience
Customer service experience

Job description

First Interstate Bank in Billings, MT seeks a Treasury Support Specialist III to drive quality control of daily Treasury Support tasks and oversee departmental reporting. The role also supports project management and staff by resolving escalated issues and conducting in-depth research.

The position requires coordinating training, managing work queues, preparing statistics, and assisting with day-to-day processing while ensuring compliance with regulations and audit standards.

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