Treasury Solutions Officer

First Interstate BancSystem
Omaha
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 4-6 yearsEducation: bachelorsSkills: ["Client relationship","Marketing presentations","Sales and closing","Consultative selling","Written and verbal communication","Interpersonal communication","Market expertise","Problem-solving","Data analysis"]

Develop and expand profitable treasury management business relationships with commercial clients by building referral and account-call pipelines. Coordinate setup, pricing, and delivery of treasury and payment solutions, including Wire/ACH/RDC limit discussions and ongoing customer support. Meet or exceed treasury goals by selling services to new and existing customers across a territory while staying current on competitor offerings and ensuring compliance with regulations and internal policies.

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First Interstate BancSystem
First Interstate BancSystem
2 days ago

Treasury Solutions Officer

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Develop and expand profitable treasury management business relationships with commercial clients by building referral and account-call pipelines. Coordinate setup, pricing, and delivery of treasury and payment solutions, including Wire/ACH/RDC limit discussions and ongoing customer support. Meet or exceed treasury goals by selling services to new and existing customers across a territory while staying current on competitor offerings and ensuring compliance with regulations and internal policies.
Location: Omaha
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Develop new profitable business with prospective and existing clients by creating and executing account plans.
  • •Source treasury opportunities, maintain a strong network and pipeline, and expand account relationships via business development, customer calls, and community involvement.
  • •Sell Treasury Management services within a defined territory and coordinate setup, pricing, and delivery of treasury and payment solutions with internal partners.
  • •Assist customers with treasury management relationships, payments, business credit cards, specialized business services, merchant services, and other bank products.
  • •Discuss Wire/ACH/RDC limits, analyze cash position and flow to propose services, write proposals, and ensure compliance with regulations and policies.

Pay and Benefits

Perks:Paid Leave401kHealth InsuranceDebt Repayment

Key Requirements

  • •Bachelor's Degree required.
  • •4-6 years of experience in financial services (or equivalent education/experience combination).
  • •Experience in treasury management and/or business development (preferred).
  • •Superior client relationship, marketing presentations, and sales/closing skills.
  • •Ability to use Windows-based software (including spreadsheet and word processing) and analyze/interpret business and regulatory information.
Experience:4-6 yearsFinancial services
Education:Bachelor's
Skills:Client relationshipMarketing presentationsSales and closingConsultative sellingWritten and verbal communicationInterpersonal communicationMarket expertiseProblem-solvingData analysis
Tech Stack:WindowsSpreadsheet softwareWord processingInternet applicationsElectronic mailBanking application software

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