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First Interstate · 1 month ago

Senior Treasury Solutions Officer

Denver, CO

Full-time

Onsite

Senior Level, Lead/Staff

$91K/yr - $151K/yr

10+ years exp

First Interstate BancSystem is seeking a Senior Treasury Solutions Officer who will develop and expand business relationships through various initiatives. The role involves meeting Treasury goals and supporting less senior officers while managing customer relationships and selling Treasury Management services.

BankingCredit CardsFinancial ServicesWealth Management

Responsibilities

Supports less senior Treasury Solutions Officers in their sales efforts by joint calling on large customer prospects, assisting with training and development, and actively mentoring and coaching as appropriate

Works in partnership with Relationship Manages to develop new profitable business from prospective and existing clients, developing strategic 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 customers and prospects within a defined territory

Maintains up-to-date knowledge of competitor’s products and pricing in the market

Analyzes the cash position and flow and proposes appropriate services

Maintains an awareness of trends and new developments in the field of treasury management and emerging business through attendance at trade shows and related seminars

Assumes a leadership role in coordinating the set-up, pricing, and delivery of treasury and payment solutions when working with the Commercial Teams, Branch Managers, Financial Services Representatives, and Commercial Relationship Managers

Assists 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

Discusses and approaches Wire, ACH, and RDC limits both with clients and Relationship Managers

Writes and presents professional quality proposals and respond to formal requests for proposals

Takes a leadership role in coordination across teams

Assists Line Partners in understanding treasury management product risk and ensuring First Interstate Bank’s credit policies are applied through the sales cycle

Reviews new loan lists for possible treasury opportunities

Conducts quarterly internal and external training sessions on product changes and Treasury Solutions with line partners

Leads effective relationship reviews identifying additional opportunities to expand services and revenue

Meets 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

Provides coverage and back up for Regional Treasury Manager

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

Performs all other duties as assigned

Qualification

Treasury Services knowledgeBusiness developmentSellingNegotiation skillsFinancial services experienceCertified Treasury ProfessionalStrategic thinkingAnalytical skillsTime managementCommunication skillsOrganizational skills

Required

Possesses knowledge and understanding of Treasury Services products, credit process, overdraft management, and pricing philosophy

Ability to establish and maintain a strong and effective working relationship with clients and colleagues throughout the bank

Ability to generate ideas, identify, and drive the development of new business

Demonstrates excellent and strong selling and negotiation and consultative selling skills

Demonstrates strong verbal and written communication skills

Possesses strong industry and market expertise

Demonstrates strong time management, organizational, and planning skills

Possesses strategic thinking skills

Ability to mobilize internal and external networks and resources

Ensure required resources and skills are in place to maintain smooth day-to-day operations and tackle arising problems

Ability to use various PC and internet-based systems to manage their business portfolio

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations

Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public

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

Bachelor's Degree required

10+ years experience in financial services and/or equivalent combination of education and experience required