What are the responsibilities and job description for the Treasury Delivery Specialist I position at First Interstate?
- If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
What’s Important To You
We know your career is just one aspect of a meaningful, complex, and demanding life. That’s why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
- Generous Paid Time Off (PTO) in addition to paid federal holidays.
- Child Care Assistance Program for eligible dependent(s).
- Exercise reimbursement program for employees.
- The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.
Summary
The Treasury Delivery Specialist I will function in a dynamic capacity to support Treasury Solutions Officers in the onboarding, expansion, and retention of Treasury customer relationships, assessing new and existing customer needs. This position will recognize cross-selling opportunities and work with the appropriate Bank partner to ensure all the client's needs are being met.
Essential Duties And 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 systematic, 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.
- Strengthens and deepens relationships with existing customers through proactive customer contact, demonstrates the ability to develop, maintain and support a qualified portfolio by providing differentiated and exemplary customer service.
- Assists Treasury Solutions Officers in generating non-interest income for the bank through sales of fee-based and interchange-based products.
- Identifies ways to optimize customer profitability.
- Provides in-depth technical and operational support (in person, on phone, via email, etc.) of the Bank’s Treasury Solutions products and services.
- Ensures the accurate implementation and servicing of all deposits and Treasury Management products and accurate billing.
- Assists in preparations of relationship reviews, identifying additional opportunities to expand services and revenue.
- Assists in special projects and preparing for audits, including working with examiners.
- Delivers exceptional customer service to all internal and external customers and business partners in the execution of all assigned duties.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Knowledge, Skills And Abilities
- Knowledge of First Interstate Bank’s network and delivery systems.
- Proven experience delivering exemplary level of customer service in a professional environment.
- Proven ability to assess customer needs, promote and recommend the appropriate products and services in an effort to develop and deepen customer relationships.
- Strong computer and technical skills.
- Possess advanced Microsoft Office knowledge.
- Possess exceptional customer service and communication skills.
- Ability to interact as a member of a team and to multitask in a fast-paced environment.
- Ability to meet or exceed established goals/guidelines required.
- Flexible, self-starter, who possess strong problem-solving abilities, strong financial acumen, and sound business judgement.
- Ability to read, analyze, and interpret general business periodicals, contracts, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals.
- Excellent written and verbal communication, interpersonal, presentation, and training skills.
- Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
- General understanding of business and financial fundamentals, intermediate accounting skills with mathematical aptitude, and computer spreadsheet skills.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
- 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
- Valid Driver’s License required
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
- Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
- Lifting - Occasionally (up to 10 lbs)
- Sitting - Frequently
- Overtime - Subject to business need
- Noise Level - Moderate
- Typical Work Hours - M-F (8-5)
- Regular and Predictable Attendance - Required
- Travel as needed - 10%
- If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
