Senior Treasury Solutions Officer
Listed on 2026-01-12
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Business
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Finance & Banking
This position can be located in Denver, CO;
Boulder, CO or Fort Collins, CO.
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.
We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #Team First Interstate .
SUMMARYThe Senior Treasury Solutions Officer will develop and expand business relationships through referrals, business development, customer call programs, community involvement, and close working relationships with colleagues in Commercial Banking. This position will meet or exceed Treasury goals and demonstrate a commitment to the success of the First Interstate Bank strategic initiatives.
ESSENTIAL DUTIES AND RESPONSIBILITIES- Supports less senior Treasury Solutions Officers in their sales efforts by joint calling on large customer prospects, assisting with training and development, and actively mentoring and coaching as appropriate.
- Works in partnership with Relationship Managers to develop new profitable business from prospective and existing clients, developing strategic account plans and executing them.
- Maintains and develops a strong network and pipeline, to include sourcing independent treasury opportunities in the assigned market.
- Expands and develops account relationships through business development, customer call program, and community involvement.
- Sells Treasury Management services to commercial customers and prospects within a defined territory.
- Maintains up-to-date knowledge of competitor's products and pricing in the market.
- Analyzes the cash position and flow and proposes appropriate services.
- Maintains an awareness of trends and new developments in the field of treasury management and emerging business through attendance at trade shows and related seminars.
- Assumes a leadership role in coordinating the set-up, pricing, and delivery of treasury and payment solutions when working with the Commercial Teams, Branch Managers, Financial Services Representatives, and Commercial Relationship Managers.
- Assists customers with a variety of banking needs including set-up and maintenance of treasury management relationships, payments, business credit cards, specialized business services, merchant services, and other bank offered services and products.
- Discusses and approaches Wire, ACH, and RDC limits both with clients and Relationship Managers.
- Writes and presents professional quality proposals and respond to formal requests for proposals.
- Takes a leadership role in coordination across teams.
- Assists Line Partners in understanding treasury management product risk and ensuring First Interstate Bank's credit policies are applied through the sales cycle.
- Reviews new loan lists for possible treasury opportunities.
- Conducts quarterly internal and external training sessions on product changes and Treasury Solutions with line partners.
- Leads effective relationship reviews identifying additional opportunities to expand services and revenue.
- Meets or exceeds Treasury goals by directly selling First Interstate Bank business solutions and services to new and existing customers; develops new commercial, public sector, and non-profit account relationships.
- Ensures understanding and compliance with all regulations, policies, and procedures.
- Represents First Interstate Bank, developing new leads and promoting a favorable image in all business activities in the community.
- Provides coverage and back up for Regional Treasury Manager.
- Manages and develops comprehensive customer relationships and provides exemplary customer service.
- Delivers exceptional service to the Bank's customers while analyzing and supporting the ongoing needs of complex account relationships.
- Performs all other duties as assigned.
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
- Possesses knowledge and understanding of Treasury Services products, credit process, overdraft management, and pricing philosophy.
- Ability to establish and maintain a strong and effective working relationship with clients and colleagues throughout the bank.
- Ability to generate ideas, identify, and drive the development of new business.
- Demonstrates excellent and strong selling and negotiation and consultative…
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