25 Oct
Senior Treasury Solutions Officer
Wyoming, Sheridan , 82801 Sheridan USA

Vacancy expired!

If you are a current FIB employee, please apply through the Career Worklet in the Empl oyee Portal .

SUMMARY

Develop and expand business relationships through referrals, business development, customer call programs, community involvement and close working relationships with colleagues in Commercial Banking. Manage and develop comprehensive customer relationships and provide exemplary customer service. Deliver exceptional service to the Bank’s customers while analyzing and supporting the ongoing needs of complex account relationships. Meet or exceed Treasury goals and demonstrate a commitment to the success of the First Interstate Bank strategic initiatives.

ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned.

  • Work in partnership with Relationship Managers to develop new profitable business from prospective and existing clients; developing strong account plans and executing them.

  • Maintain and develop a strong network and pipeline, to include sourcing independent treasury opportunities in assigned market. Expand and develop account relationships through business development, customer call program, and community involvement.

  • Sell Treasury Management services to Commercial customer and prospects within a defined territory.

  • Coordinate 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.

  • Assist 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. Discuss and approach Wire, ACH and RDC limits both with clients and Relationship Managers.

  • Maintain up to date knowledge of competitor’s products and pricing in the market. Analyze the cash position/flow and proposes appropriate services.

  • Independently write and present professional quality proposals and respond to formal requests for proposals.

  • Conduct quarterly internal and external training sessions on product changes and Treasury Solutions with line partners.

  • Lead effective relationship reviews identifying additional opportunities to expand services and revenue.

  • Meet or exceed Treasury goals by directly selling First Interstate Bank business solutions and services to new and existing customers; develop new commercial, public sector, and non-profit account relationships.

  • Ensure understanding and compliance with all regulations, policies and procedures.

  • Represent First Interstate Bank, developing new leads and promoting a favorable image in all business activities in the community.

  • All other duties as assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the 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 and/or five (5) or more year’s financial services experience, preferably in Treasury Management and Business Development; or equivalent combination of education and experience.

OTHER SKILLS & ABILITIES

  • Superior client relationship, marketing presentations and sales/closing skills

  • Consultative selling skills

  • Excellent written, verbal and interpersonal communications skills

  • Possesses strong industry/market expertise

  • Applies detailed knowledge or 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

  • Receive new product and product enhancement information/training from product staff. Maintains and updates the 360 system regarding sales calls, pipelines, closed sales etc.

  • 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 spread sheet software.

LANGUAGE SKILLS

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.

MATHEMATICAL SKILLS

Extensive understanding of business and financial fundamentals, intermediate accountings skills with mathematical aptitude and computer spreadsheet skills. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages.

REASONING ABILITY

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.

PHYSICAL DEMANDS

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to stand; walk; and stoop, kneel or crouch. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.

WORK ENVIRONMENT

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 workplace is usually moderate.

If you are a current FIB employee, please apply through the Career Worklet in the Empl oyee Portal .

Vacancy expired!


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