Treasury Delivery Specialist II

First Interstate BancSystem
Iowa
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 4-6 yearsEducation: bachelorsSkills: ["Customer service","Communication","Problem-solving","Multitasking","Business judgment"]

Support Treasury Solutions Officers by onboarding, expanding, and retaining Treasury customer relationships. Assess customer needs, identify cross-sell opportunities, and ensure Treasury products and services—such as Business Online Banking, ACH, online wires, Positive Pay, Business Bill Pay, Remote Deposit, sweeps, and electronic bank statements—are implemented accurately and serviced reliably. Partner with internal teams to resolve operational issues, target service and sales opportunities using bank reporting, and help generate non-interest income.

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First Interstate BancSystem
First Interstate BancSystem
1 day ago

Treasury Delivery Specialist II

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Last checked: 42 minutes agoStatus: Live

Job Summary

Support Treasury Solutions Officers by onboarding, expanding, and retaining Treasury customer relationships. Assess customer needs, identify cross-sell opportunities, and ensure Treasury products and services—such as Business Online Banking, ACH, online wires, Positive Pay, Business Bill Pay, Remote Deposit, sweeps, and electronic bank statements—are implemented accurately and serviced reliably. Partner with internal teams to resolve operational issues, target service and sales opportunities using bank reporting, and help generate non-interest income.
Location: Iowa
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Establish and maintain trusting relationships with Treasury Solutions Officers and other stakeholders to support Treasury customer needs.
  • •Onboard and maintain Treasury products including business online banking, ACH, online wires, Positive Pay, business bill pay, remote deposit, sweeps, and electronic bank statements.
  • •Resolve operational issues with Treasury products and services with the Treasury Operations Team; escalate issues as needed.
  • •Ensure accuracy and timeliness of documentation such as service agreements and client correspondence.
  • •Target service and sales opportunities using bank reports; support revenue generation through fee-based and interchange-based product sales and relationship reviews.
Travel: Low travel

Pay and Benefits

Perks:Health Insurance401k

Key Requirements

  • •Bachelor’s Degree in Business, Finance, Communications, or related field is required.
  • •4–6 years related experience and/or training, or equivalent combination of education and related experience.
  • •Experience delivering an exemplary level of customer service in a professional environment.
  • •Deep knowledge of sales process and procedures, including goal achievement.
  • •Strong computer and technical skills, including Microsoft Office, with exceptional communication skills.
Experience:4-6 years
Education:Bachelor's in Business, Finance, Communications, or related field
Skills:Customer serviceCommunicationProblem-solvingMultitaskingBusiness judgment
Tech Stack:Microsoft Office

Company Brief

First Interstate BancSystem
Regional bank holding company providing consumer, business, and commercial banking services through branches across the Mountain West and Pacific Northwest. Offers deposit accounts, lending, treasury management, and wealth services.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Billings, United States
Founded: 1971
WebsiteLinkedIn