Treasury Delivery Specialist I
First Interstate Bank
- Omaha, NE
- Permanent
- Full-time
- Accrue and use your paid time off (PTO) immediately – no waiting period – plus paid federal holidays in addition to PTO.
- Child Care Assistance Program for eligible dependent(s).
- We prioritize wellness by offering eligible employees a monthly stipend, toward a fitness club membership or exercise-related classes.
- The health and happiness of the places we call home matter to us. Learn a little more about what we do for the
- 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.