Senior Treasury Solutions Officer - First Interstate Bank
Portland, OR
About the Job
**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at our Portland, OR branch. What’s Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That’s why we designed our compensation and benefits package to provide employees and their families with as much choice as possible. Generous Paid Time Off (PTO) in addition to paid federal holidays. Student debt employer repayment program. 401(k) retirement plan with a 6% match. The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve, and why we want YOU to be a part of it. We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate. 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. Support 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. Work in partnership with Relationship Manages to develop new profitable business from prospective and existing clients, developing strategic 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 customers and prospects within a defined territory. Maintain up to date knowledge of competitor’s products and pricing in the market. Analyze the cash position/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. Assume 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. 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. Independently write and present professional quality proposals and respond to formal requests for proposals. Take a leadership role in coordination across teams. Assist Line Partners in understanding treasury management product risk and ensuring FIB’s credit policies are applied through the sales cycle. Review new loan lists for possible Treasury opportunities. 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. Provide coverage and back up for Regional Treasury Manager. 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 and/or EXPERIENCE Bachelor’s degree and ten (10) or more year’s financial services experience, preferably in Treasury Management and Business Development; or equivalent combination of education and experience. Certified Treasury Professional Designation or equivalent continuing education preferred. OTHER SKILLS & ABILITIES Possesses knowledge and understanding of Treasury Services products, credit process, overdraft management and pricing philosophy. Ability to establish and maintain strong/effective working relationship with clients and colleagues throughout the bank. Ability to generate ideas, identify and drive the development of new business. Demonstrates excellent/strong selling and negotiation and consultative selling skills. Demonstrates excellent/strong verbal/written and communications skills. Possesses strong industry/market expertise. Demonstrates strong time management, organizational and planning skills. Possesses strategic thinking skills. Has the 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. Has the ability to use various PC and internet-based systems to manage their business portfolio. Receive new product and product enhancement information/training from product staff. Maintains and updates the 360 system regarding sales calls, pipelines, closed sales etc. to enable a generations of monthly activity reports to track sales and revenue growth. 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 Employee Portal. First Interstate Bank is an equal opportunity employer committed to a diverse workforce and a barrier-free employment process. Employment is based solely on an individual's merit and qualifications directly related to the position. We do not discriminate on the basis of race, color, religion, national origin, ancestry, pregnancy status, sex, age, marital status, disability, medical condition, or any other characteristics protected by law. We make all reasonable accommodations to meet the obligations set forth under the Americans with Disabilities Act (ADA) and state disability laws. In order to ensure reasonable accommodations for individuals protected by Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veterans' Readjustment Assistance Act of 1974, and Title I of the Americans with Disabilities Act of 1990, as amended, individuals that require accommodation in the job application process for a posted position may contact us (406)255-5485, Monday through Friday, 8 am to 5 pm MST or email us at careers@fib.com. All applicants must pass pre-employment screenings including a background check. First Interstate BancSystem participates in E-Verify which will require new employees to verify their identity and employment eligibility through the internet-based system operated by the Social Security Administration (SSA) and the Department of Homeland Security (DHS). E-Verify Notice English or Spanish Right to Work Notice English or Spanish
Source : First Interstate Bank