Treasury Solutions Officer

First Interstate • Riverton, WY

2d

About The Position

The 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.

Requirements

• Superior client relationship, marketing presentations, and sales and closing skills.
• Consultative selling skills.
• Excellent written, verbal, and interpersonal communications skills.
• Possesses strong industry and market expertise.
• Applies detailed knowledge of the organization’s products and services to own analysis and recommendations.
• Remain calm and focused on goals while facing pressures, obstacles or short-term setbacks.
• Must be proficient in the use of personal computer systems, internet applications and electronic mail, and various Windows-based software applications to include, but not limited to, banking application software, word processing, and spreadsheet software.
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Extensive understanding of business and financial fundamentals, intermediate accounting skills with mathematical aptitude, and computer spreadsheet skills.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• Bachelor's Degree required
• 4-6 years experience in financial services and/or equivalent combination of education and experience required

Nice To Haves

• Experience in treasury management and/or business development preferred

Responsibilities

• Works in partnership with Relationship Managers to develop new profitable business from prospective and existing clients; developing strong 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 customer and prospects within a defined territory.
• Coordinates 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.
• Maintains up-to-date knowledge of competitor’s products and pricing in the market.
• Analyzes the cash position and flow and proposes appropriate services.
• Writes and presents professional quality proposals and respond to formal requests for proposals.
• 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.
• 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.

Benefits

• Generous Paid Time Off (PTO) in addition to paid federal holidays.
• Student debt employer repayment program.
• 401(k) retirement plan with a 6% match.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees