First Interstate · 13 hours ago
Treasury Delivery Specialist I
Omaha, NE
Full-time
Onsite
Entry Level
1+ years expFirst Interstate is a financial institution seeking a Treasury Delivery Specialist I to support Treasury Solutions Officers in managing customer relationships. The role involves onboarding Treasury products, resolving operational issues, and enhancing customer service to optimize profitability.
BankingCredit CardsFinancial ServicesWealth Management
Responsibilities
Establishes and fosters 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
Onboards and maintains 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)
Works 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
Escalates systematic, operational, or customer service issues as encountered
Ensures accuracy, timeliness, and consistency in completing all documentation such as service agreements and client correspondence
Targets service and sales opportunities by using bank reports, and other means to establish proactive and responsive communication plans with bank partners and customers
Strengthens and deepens relationships with existing customers through proactive customer contact, demonstrates the ability to develop, maintain and support a qualified portfolio by providing differentiated and exemplary customer service
Assists Treasury Solutions Officers in generating non-interest income for the bank through sales of fee-based and interchange-based products
Identifies ways to optimize customer profitability
Provides in-depth technical and operational support (in person, on phone, via email, etc.) of the Bank’s Treasury Solutions products and services
Ensures the accurate implementation and servicing of all deposits and Treasury Management products and accurate billing
Assists in preparations of relationship reviews, identifying additional opportunities to expand services and revenue
Assists in special projects and preparing for audits, including working with examiners
Delivers exceptional customer service to all internal and external customers and business partners in the execution of all assigned duties
Qualification
Required
Knowledge of First Interstate Bank's network and delivery systems
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
Possess advanced Microsoft Office knowledge
Possess exceptional customer service and communication skills
Ability to interact as a member of a team and to multitask in a fast-paced environment
Ability to meet or exceed established goals/guidelines required
Flexible, self-starter, who possess strong problem-solving abilities, strong financial acumen, and sound business judgement
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 accounting 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
Bachelor's Degree in Business, Finance, Communications, or related field required
1-3 years related experience, training, and/or equivalent combination of education and experience required
Face to face, phone, and/or email customer service experience required
Benefits
Generous Paid Time Off (PTO) in addition to paid federal holidays.
Child Care Assistance Program for eligible dependent(s).
Exercise reimbursement program for employees.
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
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