Treasury Delivery Specialist II

Treasury Delivery Specialist II

This position can be located at our Boise,  W. Myrtle St. and Bend, OR Moss Commercial Banking Center

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.
• Student debt employer repayment program.
• 401(k) retirement plan with a 6% match.
• 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.

The Treasury Delivery Specialist II will function in a dynamic capacity to support Treasury Solutions Officers in the onboarding, expansion, and retention of Treasury customer relationships. This position will assess new and existing customer needs, recognize cross-sell opportunities, and work with the appropriate Bank partner to ensure all the client's needs are being met.

• 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 of 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; may also be required to jointly call on existing clients and prospective clients with Treasury Officers, Commercial Relationship Managers, or Branch Managers to identify Treasury product and service opportunities.
• Strengthens and deepens relationships with existing customers through proactive customer contact, demonstrating the ability to develop, maintain, and support a qualified portfolio by providing differentiated and exemplary customer service.
• Generates non-interest income for the bank through the sales of fee-based and interchange-based products and/or assist the Treasury Solutions Officer in generating non-interest income for the bank through the sales of fee-based and interchange-based products.
• Identifies ways to optimize customer profitability.
• Assists in the completion of professional quality proposals and response to formal requests for proposals.
• Ensures the accurate implementation and servicing of all deposits and Treasury Management products and accurate billing.
• Leads preparations of relationship reviews identifying additional opportunities to expand services and revenue.
• Provides in-depth technical and operational support in person, on the phone, via email, etc. of the bank's Treasury Solutions products and services.
• Assists or functions as the lead 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.

• Possesses a deep knowledge of sales process and procedures, including goal achievement.
• Knowledge of First Interstate Bank's network and delivery systems.
• 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 to…