Treasury Delivery Specialist II

First Interstate•Coeur d'Alene, ID

1d•Onsite

About The Position

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.

Requirements

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 include Microsoft Office.
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 and guidelines.
Flexible self-starter who possesses 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.
Strong 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.
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

Responsibilities

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.