Treasury Solutions Officer

First Interstate BancSystem
United States
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 4-6 yearsEducation: bachelorsSkills: ["Consultative selling","Client relationship management","Written communication","Verbal communication","Interpersonal communication"]

Develop and grow treasury management business relationships by partnering with Commercial Banking relationship managers, sourcing treasury opportunities, and meeting/exceeding treasury goals. Conduct consultative sales of treasury services to commercial customers within a defined territory, coordinating pricing, set-up, and delivery of payment and treasury solutions. Analyze cash position and propose services, represent the bank in the community, ensure regulatory compliance, and lead internal/external training on product changes.

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FursaFursa
First Interstate BancSystem
First Interstate BancSystem
1 week ago

Treasury Solutions Officer

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Develop and grow treasury management business relationships by partnering with Commercial Banking relationship managers, sourcing treasury opportunities, and meeting/exceeding treasury goals. Conduct consultative sales of treasury services to commercial customers within a defined territory, coordinating pricing, set-up, and delivery of payment and treasury solutions. Analyze cash position and propose services, represent the bank in the community, ensure regulatory compliance, and lead internal/external training on product changes.
Location: United States
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 execute account plans.
  • •Maintain and grow a network and pipeline by sourcing treasury opportunities in the assigned market.
  • •Sell Treasury Management services to commercial customers and prospects within a defined territory.
  • •Coordinate set-up, pricing, and delivery of treasury and payment solutions with commercial teams and partners.
  • •Analyze cash position 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 education and experience.
  • •Experience in treasury management and/or business development (preferred).
  • •Strong consultative selling, sales, closing, and marketing presentation skills.
  • •Excellent written, verbal, and interpersonal communication skills, with ability to analyze business fundamentals and financial data.
Experience:4-6 yearsFinancial servicesTreasury managementBusiness development
Education:Bachelor's
Skills:Consultative sellingClient relationship managementWritten communicationVerbal communicationInterpersonal communication
Tech Stack:Windows-based softwareInternet applicationsElectronic mailBanking application softwareWord processingSpreadsheet 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