Treasury Services Specialist

First Northern Bank of Wyoming•Sheridan, WY

About The Position

Summary/Objectives: The Treasury Services Specialist supports branch staff and customers by providing expert assistance with treasury management products and services. This role focuses on customer onboarding, education, and ongoing support, while also participating in customer calls and meetings, as requested, on treasury products such as digital banking, ACH services, wire transfers, Remote Deposits Anywhere (RDA/RDC), Positive Pay, User Administration and Entitlements, and Online Account Opening. The position works closely with branch teams to ensure treasury services are delivered accurately, consistently, and in alignment with the bank’s community-focused service standards. The Treasury Specialist will be expected to travel to branch locations and attend customer meetings in person or virtually when needed.

Requirements

Attend training on bank/job-related topics
Ability to work both independently and as part of a team
Strong problem-solving skills with the ability to make independent decisions within authority limits
Detail oriented
Candidate must possess leadership ability and collaboration skills to work with all areas of the bank
Candidate must always act professionally
Able to handle confidential information
Computer savvy and Proficient in Microsoft Suite (Word, Outlook, Teams, PowerPoint, and Excel)
Self-motivated and persistent in following through and learning quickly
Excellent communication skills – both verbal and written
Commitment and continuous demonstration of ethical behavior and willingness to adhere to all company policies and current financial legislation.
Conform to the Bank’s core values, which are: Exceptional Customer Service- Everyone matters, always Family Driven- Ours, yours, we put family first. Community-Focused- Our communities are the backbone of our business. Communication- Open, transparent, and honest communication is key. Teamwork- Individuals working together to achieve a common goal.
A college degree in business management, finance, or equivalent work experience.
A minimum of two years of experience in banking, with at least one of those years being in deposit operations.

Nice To Haves

Experience supporting treasury products in a community bank environment preferred.

Responsibilities

Serve as a primary treasury management resource for branch staff across five locations.
Support branch employees with questions related to treasury products, processes, and system functionality.
Assist staff during customer interactions when treasury expertise is needed.
Provide internal training and guidance on treasury services and best practices.
Coordinate and complete onboarding for new treasury customers.
Ensure accurate setup, documentation, and user access for treasury services.
Provide customer training on treasury systems and tools to ensure successful adoption.
Work with operations and IT teams to resolve setup or access issues.
Provide ongoing support to treasury customers after onboarding.
Respond to customer inquiries and assist with troubleshooting treasury services.
Support service changes, user management updates, and product enhancements.
Act as a liaison between customers, branches, and back-office teams to ensure timely resolution.
Participate in customer calls or meetings upon request from branch staff or customers.
Attend meetings in person or virtually via Microsoft Teams, as appropriate.
Assist with explaining treasury services, answering questions, and supporting relationship needs.
Support, rather than lead, sales conversations unless otherwise directed.
Travel to branch locations as needed for customer meetings, training, or support.
Maintain strong working relationships with branch staff, operations, and IT teams.
Communicate effectively across departments to ensure consistent service delivery.
Actively participate in customer, community, and public relations activities to increase the bank’s visibility and enhance new business opportunities.
Additional duties as assigned, as they relate to the position.