Treasury Delivery Specialist II

• Support Treasury Solutions Officers in onboarding, expanding, and retaining Treasury customer relationships.
• Assess new and existing customer needs and identify cross-sell opportunities.
• Establish and foster relationships with Treasury Solutions Officers, Commercial Relationship Managers, Business Payments Consultants, the Retail Network, customers, and business partners.
• Onboard and maintain Treasury products including Business Online Banking, ACH, Online Wires, Positive Pay, Business Bill Pay, Remote Deposit, Sweeps, and Electronic Bank Statements.
• Resolve operational issues related to Treasury products and services; elevate systematic, operational, and customer service issues.
• Complete service agreements, client correspondence, and other documentation accurately and consistently.
• Develop proactive service and sales communication plans using bank reports and other resources.
• Join existing and prospective clients to identify Treasury product and service opportunities.
• Strengthen existing customer relationships through proactive contact and exemplary customer service.
• Generate non‑interest income through sales of fee‑based and interchange‑based products and assist Treasury Solutions Officers with sales.
• Identify ways to optimize customer profitability.
• Assist with professional proposals and responses to formal requests for proposals.
• Ensure accurate implementation, servicing, and billing of deposits and Treasury Management products.
• Lead relationship review preparation to identify opportunities to expand services and revenue.
• Provide technical and operational support for Treasury Solutions products and services in person, by phone, and email.
• Assist or lead special projects and audit preparation, including work with examiners.
• Deliver exceptional customer service to internal and external customers.

• Bachelor's Degree in Business, Finance, Communications, or related field required.
• 4-6 years related experience and/or training, or equivalent combination of education and related experience required.
• Experience delivering an exemplary level of customer service in a professional environment required.
• Deep knowledge of sales process and procedures, including goal achievement.
• Knowledge of First Interstate Bank’s network and delivery systems.
• Ability to assess customer needs, promote, and recommend appropriate products and services.
• Strong computer and technical skills, including Microsoft Office.
• Exceptional customer service and communication skills.
• Ability to multitask in a fast‑paced environment and work as a team member.
• Ability to meet or exceed established goals and guidelines.
• Strong problem‑solving abilities, financial acumen, business judgment, intermediate accounting, mathematical aptitude, and spreadsheet skills.
• Ability to read, analyze, and interpret business periodicals, contracts, journals, technical procedures, and governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals.
• Excellent written and verbal communication, interpersonal, presentation, and training skills.
• Ability to present information and respond to questions from managers, clients, customers, and the public.
• Regular and predictable attendance required.
• Must be available for typical Monday-Friday, 8:00 a.m.
  
  -5:00 p.m. work hours.
• Travel up to 10%.

Demonstrates expertise in Treasury Management products and services, with a strong focus on customer relationship management and sales optimization. Proficient in delivering exceptional customer service and effectively communicating with diverse stakeholders.

• Treasury Management Products
• Customer Relationship Management
• Sales Process Knowledge
• Microsoft Office Proficiency
• Exceptional Customer Service

• Business Online Banking
• ACH
• Online Wires
• Positive Pay
• Business Bill Pay
• Remote Deposit
• Sweeps
• Electronic Bank Statements
• Intermediate Accounting
• Mathematical Aptitude

• Communication Skills
• Problem-Solving Abilities
• Interpersonal Skills
• Presentation Skills
• Team Collaboration

• Bachelor's Degree in Business
• Bachelor's Degree in Finance
• Bachelor's Degree in Communications

• Customer Needs Assessment
• Cross-Sell Opportunities
• Service Agreements
• Client Correspondence
• Non-Interest Income Generation
• Proposal Development
• Operational Support
• Audit Preparation
• Financial Acumen
• Business Judgment