First Interstate · 1 week ago
Treasury Solutions Officer
Casper, WY
Full-time
Onsite
Mid, Senior Level
4+ years expFirst Interstate BancSystem is seeking a Treasury Solutions Officer who will develop and expand business relationships through referrals, business development, and community involvement. The role involves selling Treasury Management services and ensuring compliance with regulations while maintaining strong customer relationships.
BankingCredit CardsFinancial ServicesWealth Management
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
Coordinates 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
Maintains up-to-date knowledge of competitor’s products and pricing in the market
Analyzes the cash position and flow and proposes appropriate services
Writes and presents professional quality proposals and respond to formal requests for proposals
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
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
Required
Bachelor's Degree required
4-6 years experience in financial services and/or equivalent combination of education and experience required
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
Remain calm and focused on goals while facing pressures, obstacles or short-term setbacks
Must be 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
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
Preferred
Experience in treasury management and/or business development
Benefits
Generous Paid Time Off (PTO) in addition to paid federal holidays.
Student debt employer repayment program.
401(k) retirement plan with a 6% match.
Company
First Interstate
At First Interstate, we meet people where they are—helping them get to where they want to be.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Kevin Riley
President and Chief Executive Officer
BRITTNEY BAUER
REAL ESTATE LOAN PROCESSOR/CLOSER
Recent News
2025-10-03
Corridor Business Journal
2025-06-28
2025-06-02
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