Treasury Solutions Officer

Essential Duties And Responsibilities

• Works in partnership with Relationship Managers to develop new profitable business from prospective and existing clients; developing strong account plans and executing them.
• Maintains and develops a strong network and pipeline, to include sourcing independent treasury opportunities in the assigned market.
• Expands and develops account relationships through business development, customer call program, and community involvement.
• Sells Treasury Management services to Commercial customer and prospects within a defined territory.
• Collaborates with Commercial Teams, Branch Managers, Financial Services Representatives, and Commercial Relationship Managers to coordinate the set-up, pricing, and delivery of treasury and payment solutions.
• Aids customers with a variety of banking needs including set-up and maintenance of treasury management relationships, payments, business credit cards, specialized business services, merchant services, and other Bank-offered services and products.
• Approaches Wire, ACH, and RDC limits both with clients and Relationship Managers.
• Analyzes the cash position and flow and proposes appropriate services.
• Writes and presents professional quality proposals and responds to formal requests for proposals.
• Conducts quarterly internal and external training sessions on product changes and Treasury Solutions with line partners.
• Led effective relationship reviews identifying additional opportunities to expand services and revenue.
• Mets or exceeds Treasury goals by directly selling First Interstate Bank business solutions and services to new and existing customers; develops new commercial, public sector, and non-profit account relationships.
• Ensures understanding and compliance with all regulations, policies, and procedures.
• Represents First Interstate Bank, developing new leads and promoting a favorable image in all business activities in the community.
• Manages and develops comprehensive customer relationships and provides exemplary customer service.
• Delivers exceptional service to the Bank's customers while analyzing and supporting the ongoing needs of complex account relationships.

Qualifications

• Superior client relationship, marketing presentations, and sales and closing skills.
• Consultative selling skills.
• Excellent written, verbal, and interpersonal communications skills.
• Possesses strong industry and market expertise.
• Applies detailed knowledge of the organization’s products and services to own analysis and recommendations.
• Proficient in the use of personal computer systems, internet applications and electronic mail, and various Windows-based software applications to include, but not limited to, banking application software, word processing, and spreadsheet software.
• Extensive understanding of business and financial fundamentals, intermediate accounting skills with mathematical aptitude, and computer spreadsheet skills.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Education And/Or Experience

• Bachelor's Degree required.
• 4-6 years experience in financial services and/or equivalent combination of education and experience required.
• Experience in treasury management and/or business development preferred.