Treasury Solutions Specialist II

First Interstate BancSystem, Inc.; Fort Collins (CO); On-site; USD 33,000 - 49,000; Full time

Benefits offered by this job

PTO and federal holidays

Child Care Assistance

Monthly wellness stipend

Community engagement

Job summary

The Treasury Support Specialist II at First Interstate Bank delivers robust treasury support for the bank's customers and branch network. The role is part of a team handling technical/operational support, account setup, ongoing maintenance, customer consultation, and customer training.

You will play a key role in onboarding, maintaining customer relationships, responding to inquiries, and ensuring compliance with internal policies and regulatory requirements.

Qualifications

• High School Diploma or GED required.
• 1-3 years related experience, training, and/or equivalent combination required.
• Sales and business development experience to include knowledge of First Interstate Bank’s network and delivery systems preferred.

Responsibilities

• Provides in-depth technical and operational support for customers and branch personnel of the Bank’s Treasury department.
• Follows through in all aspects of the customer relationship from set-up to completion, maintenance, and ongoing customer support.
• Processes and onboards incoming customer agreements, applications, maintenance forms, etc. daily.
• Assists business clients in managing their existing Treasury relationship.
• Responds timely to calls and correspondence from clients regarding Treasury products.
• Handles internal and external customer service calls and messages received through various channels.
• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, training, and practices in support of the Bank’s compliance with all regulatory requirements, particularly those related to job-specific duties.
• Researches non-routine and complex system or customer problems and communicates findings and resolutions to customers and/or Treasury Solutions Business Manager.
• Supports the development and implementation of new products, processes, and procedures.
• Serves as subject-matter expert (SME) with special projects, upgrades, and conversions.
• Works closely and cooperatively with branch personnel and business banking officers regarding questions related to Treasury products.

Skills

Customer service

Communication

Microsoft Office

Teamwork

Problem solving

Financial acumen

Education

High School Diploma or GED

1-3 years related experience

Sales and business development experience (preferred)

Tools

None

Job description

The Treasury Support Specialist II at First Interstate Bank delivers robust treasury support for the bank's customers and branch network. The role is part of a team handling technical/operational support, account setup, ongoing maintenance, customer consultation, and customer training.

You will play a key role in onboarding, maintaining customer relationships, responding to inquiries, and ensuring compliance with internal policies and regulatory requirements.