Function in a dynamic capacity to support Treasury Solutions Officers in the onboarding, expansion and retention of Treasury customer relationships. Assess new and existing customer needs. Recognize cross-sell opportunities and work with the appropriate Bank partner to ensure all the client’s needs are being met. Provide support to Treasury Solutions Officers, Commercial Relationship Managers, and Branch Managers to achieve Treasury goals.
ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned.
Establish and foster a trusting relationship with Treasury Solutions Officers, Commercial Relationship Managers, Business Payments Consultants and the Retail Network to work closely with them to support the needs of Treasury customers.
Responsible for the onboarding and maintenance of all Treasury products such as; Business Online Banking (I Corp), ACH, Online Wires, Positive Pay, Business Bill Pay (I Payables), Remote Deposit, Sweeps, and Electronic Bank Statements (I Statements).
Work closely with the Treasury Operations Team to resolve operational issues related to Treasury products and services to the complete satisfaction of the customer and bank policies and procedures. Escalate systematic, operational or customer service issues as encountered.
Ensure accuracy, timeliness and consistency in completing all documentation such as service agreements and client correspondence.
Target service/sales opportunities by using bank reports, and other means to establish proactive and responsive communication plans with bank partners and customers.
Strengthen and deepen relationships with existing customers through proactive customer contact, demonstrating the ability to develop, maintain and support a qualified portfolio by providing differentiated and exemplary customer service.
Assist Treasury Solutions Officers in generating non-interest income for the bank through sales of fee-based and interchange-based products. Identify ways to optimize customer profitability.
Provide in-depth technical and operational support (in person, on phone, via email, etc.) of the bank’s Treasury Solutions products and services.
Ensure the accurate implementation and servicing of all deposit and Treasury Management products and accurate billing.
Assists in preparations of relationship reviews identifying additional opportunities to expand services and revenue.
Assist in special projects and preparing for audits including working with examiners.
Deliver exceptional customer service to all internal and external customers and business partners in the execution of all assigned duties.
To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The requirements listed below are representative of knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION &/or EXPERIENCE
Bachelor’s degree (B.A.) in Business, Finance, Communications or related field, one to five (1-5) years related experience and or training; or equivalent combination of education and related experience. Face to face, phone and/or email customer service experience required. Knowledge of First Interstate Bank’s network and delivery systems preferred.
OTHER SKILLS & ABILITIES
Proven experience delivering exemplary level of customer service in a professional environment. Proven ability to assess customer needs, promote and recommend the appropriate products and services in an effort to develop and deepen customer relationships. Strong computer and technical skills required. Must possess advanced Microsoft Office knowledge and experience. Must possess exceptional customer service and communication skills. Ability to interact as a member of a team and to multitask in a fast-paced environment required. Ability to meet or exceed established goals/guidelines required. Must be flexible; a self-starter, possess strong problem-solving abilities; strong financial acumen and sound business judgement. Position will require approximately 10% travel. Must possess a valid driver’s license.
Ability to read, analyze, and interpret general business periodicals, contracts, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Excellent written and verbal communication, interpersonal, presentation and training skills. Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public.
General understanding of business and financial fundamentals, intermediate accountings skills with mathematical aptitude and computer spreadsheet skills.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
While performing the duties of this job, the employee is regularly required to stand and talk or hear. The employee frequently is required to walk. The employee is occasionally required to sit, use hands to finger, handle or feel, reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and color vision.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.