What are the responsibilities and job description for the Treasury Solutions Officer position at First Interstate Bank?
This position may be located at our Boise, ID W. Myrtle St. branch or Coeur d'Alene, ID Riverstone Dr. branch.
What's Important to You
We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
- Generous Paid Time Off (PTO) in addition to paid federal holidays.
- Student debt employer repayment program.
- 401(k) retirement plan with a 6% match.
- The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.
We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.
SUMMARY
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.
ESSENTIAL DUTIES AND 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.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS AND ABILITIES
- 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.
EDUCATION AND/OR EXPERIENCE
- Bachelor's Degree required
- 4-6 years experience in financial services and/or equivalent combination of education and experience required
- Experience in treasury management and/or business development preferred
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
- Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
- Sitting - Frequently
- Standing - Occasionally
- Noise Level - Moderate
- Typical Work hours - M-F (8-5)
- Regular and Predictable Attendance - Required
- Travel - as needed
Our company is an equal opportunity employer. Employment here is based solely upon an individual's merit and qualifications directly related to the position. We do not discriminate on the basis of race, color, religion, national origin, ancestry, pregnancy status, sex, age, marital status, disability, medical condition, or any other characteristics protected by law. We make all reasonable accommodations to meet the obligations set forth under the Americans with Disabilities Act (ADA) and state disability laws.