Treasury Support Specialist II

First Interstate•Fort Collins, CO
•$24 - $35

About The Position

The Treasury Support Specialist II provides technical and operational support for First Interstate Bank customers and branch personnel. As part of a team, the specialist supports Treasury account setup and ongoing maintenance, customer consultation, and customer training. The role manages customer relationships from setup through ongoing support, processes incoming customer agreements and applications, responds to customer inquiries, researches complex issues, and works with branch personnel and business banking officers. The specialist also supports new products, processes, procedures, special projects, upgrades, and conversions.

Requirements

  • High school diploma or GED.
  • 1–3 years of related experience, training, and/or an equivalent combination of education and experience.
  • Ability to deliver exemplary customer service in a professional environment and assess customer needs.
  • Strong computer and technical skills, including Microsoft Office.
  • Strong customer service, communication, interpersonal, presentation, and training skills.
  • Ability to work as a team member and multitask in a fast-paced environment.
  • Flexible, self-starting approach and strong problem-solving abilities.
  • Strong financial acumen and sound judgment.
  • Ability to read and interpret business periodicals, contracts, professional journals, technical procedures, and governmental regulations.
  • Ability to write reports, business correspondence, and procedure manuals.
  • Extensive understanding of business and financial fundamentals, intermediate accounting skills, mathematical aptitude, and spreadsheet skills.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages.
  • Ability to solve practical problems with limited standardization and interpret written, oral, diagram, or schedule-form instructions.
  • Proven team-oriented skills and commitment to First Interstate Bank strategic initiatives.
  • Regular and predictable attendance is required.

Nice To Haves

  • Sales and business development experience, including knowledge of First Interstate Bank’s network and delivery systems.

Responsibilities

  • Provide in-depth technical and operational support to Treasury customers and branch personnel.
  • Manage customer relationships from setup through completion, maintenance, and ongoing support.
  • Process and onboard customer agreements, applications, maintenance forms, and related materials daily.
  • Assist business clients with their existing Treasury relationships.
  • Respond promptly to client calls and correspondence regarding Treasury products.
  • Handle internal and external customer service calls and messages across various channels.
  • Follow internal policies, procedures, training, and practices to support regulatory compliance.
  • Research non-routine and complex system or customer problems and communicate findings and resolutions to customers and/or the Treasury Solutions Business Manager.
  • Support the development and implementation of new products, processes, and procedures.
  • Serve as a subject-matter expert on special projects, upgrades, and conversions.
  • Work cooperatively with branch personnel and business banking officers on Treasury product questions.

Benefits

  • Paid time off accrual beginning immediately, with no waiting period.
  • Paid federal holidays in addition to paid time off.
  • Child Care Assistance Program for eligible dependents.
  • Monthly wellness stipend for eligible employees toward a fitness club membership or exercise-related classes.
  • Medical, dental, and vision benefits.
  • Short-term and long-term disability benefits.
  • Life insurance.
  • Flexible spending accounts.
  • Health savings account.
  • Employee assistance program.
  • 401(k).
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