Treasury Delivery Specialist I
On-siteHelena, Montana, United States or Missoula, Montana, United States
Job Summary
Support Treasury Solutions Officers in onboarding, expanding, and retaining customer relationships by assessing new and existing needs and recognizing cross-selling opportunities. Establish trusting connections with Commercial Relationship Managers and the Retail Network to deliver exceptional service on Business Online Banking, ACH, Online Wires, and other Treasury products. Resolve operational issues with the Treasury Operations Team, ensure accurate documentation and billing, and target service opportunities using bank reports. Strengthen existing customer portfolios through proactive contact and assist in generating non-interest income via fee-based products. Prepare for audits, conduct relationship reviews to identify revenue expansion, and provide technical support via phone, email, or in-person interactions.
Required Qualifications
- Bachelor's Degree in Business, Finance, Communications, or related field
- 1-3 years related experience, training, and/or equivalent combination of education and experience
- Face to face, phone, and/or email customer service experience
- 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
- Dexterity of hands/fingers to operate computer keyboard and mouse
- Frequently Lifting - Occasionally (up to 10 lbs)
- Sitting - Frequently
- Overtime - Subject to business need
- Regular and Predictable Attendance
- Travel - as needed
- All applicants must pass pre-employment screenings including a background check
- First Interstate BancSystem participates in E-Verify which will require new employees to verify their identity and employment eligibility through the internet-based system operated by the Social Security Administration (SSA) and the Department of Homeland Security (DHS)
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