Treasury Solutions Onboarding Specialist

First Interstate Bank; Bozeman (MT); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Generous PTO

Child Care Assistance

Exercise reimbursement

Job summary

First Interstate Bank in Montana is seeking a Treasury Delivery Specialist I to support onboarding, expansion, and retention of Treasury customer relationships. You will collaborate with Treasury Solutions Officers, Commercial Relationship Managers, and Business Payments Consultants to deliver comprehensive treasury services.

This role handles product onboarding (Business Online Banking, ACH, Wires, Positive Pay, remote deposit), resolves operational issues, and seeks sales opportunities while

Qualifications

• Bachelor's degree in Business, Finance, Communications, or related field required.
• 1–3 years related experience, training, and/or equivalent combination of education and experience required.
• Face to face, phone, and/or email customer service experience required.

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 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 systemic, 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.

Skills

Customer service

Communication skills

Microsoft Office

Teamwork

Problem solving

Financial acumen

Technical skills

Education

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

Tools

Business Online Banking (I Corp)

ACH

Online Wires

Positive Pay

I Payables

Remote Deposit

Electronic Bank Statements (I Statements)

Job description

First Interstate Bank in Montana is seeking a Treasury Delivery Specialist I to support onboarding, expansion, and retention of Treasury customer relationships. You will collaborate with Treasury Solutions Officers, Commercial Relationship Managers, and Business Payments Consultants to deliver comprehensive treasury services.

This role handles product onboarding (Business Online Banking, ACH, Wires, Positive Pay, remote deposit), resolves operational issues, and seeks sales opportunities while