Treasury Solutions Officer

First Interstate BancSystem
Boise
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 4-6 yearsEducation: bachelorsSkills: ["Client relationship building","Marketing presentations","Consultative selling","Written communication","Analytical thinking"]

Develop and expand profitable treasury relationships by partnering with Commercial Banking Relationship Managers, sourcing treasury opportunities, and meeting treasury goals. Sell Treasury Management services to commercial customers and prospects within a defined territory, coordinate solution setup and pricing, and advise clients on wire, ACH, and RDC limits. Analyze cash position and flows, prepare proposals, run product training sessions, and ensure compliance with regulations and internal policies.

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First Interstate BancSystem
First Interstate BancSystem
3 days ago

Treasury Solutions Officer

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Develop and expand profitable treasury relationships by partnering with Commercial Banking Relationship Managers, sourcing treasury opportunities, and meeting treasury goals. Sell Treasury Management services to commercial customers and prospects within a defined territory, coordinate solution setup and pricing, and advise clients on wire, ACH, and RDC limits. Analyze cash position and flows, prepare proposals, run product training sessions, and ensure compliance with regulations and internal policies.
Location: Boise
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Partner with Relationship Managers to develop new profitable business and maintain account plans.
  • •Source independent treasury opportunities and manage a strong sales pipeline in the assigned market.
  • •Sell Treasury Management services and coordinate setup, pricing, and delivery of treasury/payment solutions with internal teams.
  • •Assist customers with treasury management relationship setup and maintenance, payments, business credit cards, merchant services, and related bank products.
  • •Discuss and approach wire, ACH, and RDC limits; analyze cash position and flow and propose appropriate services. Ensure compliance with regulations, policies, and procedures.

Pay and Benefits

Perks:Paid Leave401k

Key Requirements

  • •Bachelor's Degree required.
  • •4-6 years of experience in financial services and/or equivalent combination of education and experience.
  • •Experience in treasury management and/or business development preferred.
  • •Consultative selling and strong sales/closing skills.
  • •Excellent written, verbal, and interpersonal communication skills.
Experience:4-6 yearsFinancial servicesTreasury managementBusiness development
Education:Bachelor's
Skills:Client relationship buildingMarketing presentationsConsultative sellingWritten communicationAnalytical thinking
Tech Stack:Windows-based softwareEmailInternet applicationsSpreadsheet softwareBanking 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