Treasury Solutions Architect

First Interstate Bank; Lincoln (NE); On-site; USD 90,000 - 120,000; Full time

Job summary

First Interstate Bank is seeking a Treasury Solutions Officer to expand business relationships and meet treasury goals through referrals, business development, and customer calls across Commercial Banking. You will collaborate with Relationship Managers to grow profitable treasury opportunities and coordinate treasury solutions delivery.

The role emphasizes sales, relationship management, and staying current on product changes while supporting complex account relationships and providing

Qualifications

• Superior client relationship, marketing presentations, and sales and closing skills.
• Consultative selling skills.
• Excellent written, verbal, and interpersonal communications skills.
• Possesses strong industry and market expertise.
• Applies detailed knowledge of the organization’s products and services to own analysis and recommendations.

Responsibilities

• Works in partnership with Relationship Managers to develop new profitable business from prospective and existing clients; developing strong account plans and executing them.
• Maintains and develops a strong network and pipeline, to include sourcing independent treasury opportunities in the assigned market.
• Expands and develops account relationships through business development, customer call program, and community involvement.
• Sells Treasury Management services to Commercial customer and prospects within a defined territory.
• Coordinates the set-up, pricing, and delivery of treasury and payment solutions when working with the Commercial Teams, Branch Managers, Financial Services Representatives, and Commercial Relationship Managers.
• Assists customers with a variety of banking needs including set-up and maintenance of treasury management relationships, payments, business credit cards, specialized business services, merchant services, and other Bank-offered services and products.
• Discusses and approaches Wire, ACH, and RDC limits both with clients and Relationship Managers.
• Maintains up-to-date knowledge of competitor’s products and pricing in the market.
• Analyzes the cash position and flow and proposes appropriate services.
• Writes and presents professional quality proposals and respond to formal requests for proposals.
• Conducts quarterly internal and external training sessions on product changes and Treasury Solutions with line partners.
• Leads effective relationship reviews identifying additional opportunities to expand services and revenue.
• Meets or exceeds Treasury goals by directly selling First Interstate Bank business solutions and services to new and existing customers; develops new commercial, public sector, and non-profit account relationships.
• Ensures understanding and compliance with all regulations, policies, and procedures.
• Represents First Interstate Bank, developing new leads and promoting a favorable image in all business activities in the community.
• Manages and develops comprehensive customer relationships and provides exemplary customer service.
• Delivers exceptional service to the Bank's customers while analyzing and supporting the ongoing needs of complex account relationships.
• Performs all other duties as assigned.

Skills

Relationship management

Consultative selling

Communication skills

Industry knowledge

Financial analysis

Education

Bachelor's Degree

Job description

First Interstate Bank is seeking a Treasury Solutions Officer to expand business relationships and meet treasury goals through referrals, business development, and customer calls across Commercial Banking. You will collaborate with Relationship Managers to grow profitable treasury opportunities and coordinate treasury solutions delivery.

The role emphasizes sales, relationship management, and staying current on product changes while supporting complex account relationships and providing