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First Interstate Bank

Regional community bank with wealth management

Treasury Delivery Specialist 1

Retail & Commercial BankingPosted on Nov 12
Full-time$23.61 - $35.42 /hr

About the Job

Requirements

  • Knowledge of First Interstate Bank’s network and delivery systems.
  • Proven experience delivering exemplary customer service in a professional environment.
  • Ability to assess customer needs and promote and recommend appropriate products and services to develop and deepen customer relationships.
  • Strong computer and technical skills, including advanced Microsoft Office knowledge.
  • Ability to meet or exceed established goals and guidelines.
  • Strong problem-solving abilities, financial acumen, and sound business judgment.
  • Ability to read and interpret business periodicals, contracts, professional journals, technical procedures, and governmental regulations, and to write reports, business correspondence, and procedure manuals.
  • Written and verbal communication, interpersonal, presentation, and training skills.
  • Ability to 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, mathematical aptitude, and computer spreadsheet skills.
  • Ability to solve practical problems and deal with concrete variables in situations with limited standardization.
  • Ability to interpret instructions furnished in written, oral, diagram, or schedule form.
  • High school diploma or General Education Degree (GED) required.
  • One to three years of related experience, training, and/or equivalent combination of education and experience required.
  • Face-to-face, phone, and/or email customer service experience required.
  • Regular and predictable attendance is required.

Responsibilities

  • Establish and foster trusted relationships with Treasury Solutions Officers, Commercial Relationship Managers, Business Payments Consultants, and the Community Banking Network to support Treasury customer needs.
  • Onboard and maintain Treasury products, including ACH, Online Wires, Positive Pay, Business Bill Pay (I Payables), Remote Deposit, Sweeps, and Electronic Bank Statements (I Statements).
  • Work with the Treasury Operations Team to resolve operational issues related to Treasury products and services in accordance with customer expectations and bank policies and procedures.
  • Escalate systematic, operational, or customer service issues as encountered.
  • Ensure accuracy, timeliness, and consistency in documentation, including service agreements and client correspondence.
  • Identify service and sales opportunities using bank reports and other means to establish proactive and responsive communication plans with bank partners and customers.
  • Strengthen relationships with existing customers through proactive contact and develop, maintain, and support a qualified portfolio through customer service.
  • Assist Treasury Solutions Officers in generating non-interest income through sales of fee-based and interchange-based products.
  • Identify ways to optimize customer profitability.
  • Provide in-depth technical and operational support for Treasury Solutions products and services in person, by phone, and by email.
  • Ensure accurate implementation and servicing of deposits and Treasury Management products, and accurate billing.
  • Assist with relationship reviews and identify opportunities to expand services and revenue.
  • Assist with special projects and audit preparation, including working with examiners.
  • Deliver customer service to internal and external customers and business partners while performing assigned duties.

Desired Qualifications

  • Bachelor's degree preferred.

About the Company

First Interstate Bank

Regional community bank with wealth management

First Interstate Bank provides retail and commercial banking along with wealth management across 14 Western states. Clients access checking, savings, loans, and a wealth-management suite (advisory, trust, retirement planning) through local branches and digital channels. The bank differentiates itself with a strong focus on community involvement, values, volunteerism, and philanthropy, prioritizing personal, relationship-based service over a national, impersonal approach. Its goal is to help individuals, families, and businesses grow and prosper by offering dependable financial services and community support.

Company size
5,001-10,000
Company stage
IPO
Headquarters
Billings, MT
Founded
1968

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