What are the responsibilities and job description for the Treasury Solutions Technical Consultant position at First Interstate?
- If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
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.
Summary
The Treasury Technical Solutions Consultant partners with Treasury Solutions Officers (TSOs) on the technical product aspects of our Commercial Credit Card Program and other complex Treasury solutions, ensuring they meet client needs and are implemented efficiently. This position bridges sales activities with technical implementation, offering expertise in areas such as supporting TSOs in closing prospective sales, delivering Commercial Card programs to clients, and providing ongoing client support. Additionally, this position is responsible for monitoring our Commercial Credit Card portfolio and partnering with TSOs to drive card volume and usage among new and existing customers, while ensuring profitability, market share growth, and a high level of customer service.
Essential Duties And Responsibilities
- Partners with TSOs to close new Commercial Card opportunities, providing assistance with demonstrations of Card Management and Expense Management tools, and implementing complex Treasury products, ensuring functionality meets the client's business needs.
- Partners with Treasury Delivery Specialists to ensure successful implementation of Commercial Card program components and complex Treasury products, aligning with the client's business needs.
- Supports Treasury Sales Officers by identifying opportunities to grow spend within the existing Commercial Card portfolio and developing strategies to enhance overall portfolio performance.
- Provides ongoing support and training for the Commercial Card program to clients, ensuring optimal utilization.
- Researches and analyzes the payment card and treasury needs of existing business customers to identify opportunities to sell corporate cards and treasury solutions, and to cross-sell other products and services as appropriate (e.g., merchant services, commercial loans, wealth management).
- Expands existing relationships and develops integrated sales strategies to support business customer growth and increase the Bank’s market share and profitability.
- Maintains and builds account profitability with assigned clients, primarily by providing core payment services products, as well as other bank products and services.
- Participates in building a strong team environment.
- Participates in joint calling programs with relationship holders, bankers, and other business units.
- Performs other duties as assigned.
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
- Possesses deep knowledge of Commercial Credit Card programs and other complex Treasury Management System (TMS) products and related technologies.
- Demonstrates a strong understanding of Commercial Card programs, treasury management principles, processes, and industry best practices.
- Ability to analyze complex technical requirements and translate them into practical solutions.
- Ability to ask insightful questions and actively listen to clarify inquiries, gather relevant data, and present findings to advance transactions.
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
- Extensive understanding of business and financial fundamentals, intermediate-level accounting skills, mathematical aptitude, and proficiency with computer spreadsheets.
- Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
- Superior client relationship management, marketing presentation, and sales closing skills.
- Highly effective communication and influencing skills.
- Capacity to work independently and motivation to achieve goals with minimal supervision.
- Strong commitment to the business and the team, with the ability to contribute productively as part of a team.
- Proficient in the Microsoft Office suite of programs.
- High School Diploma or General Education Degree (GED) required
- Bachelor's Degree preferred
- 4-6 years experience in financial services and/or equivalent combination of education and experience required
- 1-3 years experience in treasury management and/or business development preferred
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
- as needed Travel
- If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
