**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
This position is located at our Denver, CO Cherry Creek 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
The Senior Treasury Solutions Officer will develop and expand business relationships through referrals, business development, customer call programs, community involvement, and close working relationships with colleagues in Commercial Banking. This position will meet or exceed Treasury goals and demonstrate a commitment to the success of the First Interstate Bank strategic initiatives.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Supports 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.
- Works in partnership with Relationship Manages to develop new profitable business from prospective and existing clients, developing strategic 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 customers and prospects within a defined territory.
- Maintains up-to-date knowledge of competitor’s products and pricing in the market.
- Analyzes the cash position and 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.
- Assumes 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.
- 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.
- Writes and presents professional quality proposals and respond to formal requests for proposals.
- Takes a leadership role in coordination across teams.
- Assists Line Partners in understanding treasury management product risk and ensuring First Interstate Bank’s credit policies are applied through the sales cycle.
- Reviews new loan lists for possible treasury opportunities.
- 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.
- Provides coverage and back up for Regional Treasury Manager.
- 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.
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.
KNOWLEDGE, SKILLS AND ABILITIES
- Possesses knowledge and understanding of Treasury Services products, credit process, overdraft management, and pricing philosophy.
- Ability to establish and maintain a strong and effective working relationship with clients and colleagues throughout the bank.
- Ability to generate ideas, identify, and drive the development of new business.
- Demonstrates excellent and strong selling and negotiation and consultative selling skills
- Demonstrates strong verbal and written communication skills.
- Possesses strong industry and market expertise.
- Demonstrates strong time management, organizational, and planning skills.
- Possesses strategic thinking skills.
- 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.
- Ability to use various PC and internet-based systems to manage their business portfolio.
- 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.
EDUCATION AND/OR EXPERIENCE
- High School Diploma or General Education Degree (GED) required
- Bachelor's Degree preferred
- 7-9 years experience in financial services and/or equivalent combination of education and experience required
- 2-4 years experience in treasury management and/or business development preferred
LICENSES AND CERTIFICATIONS
- Certified Treasury Professional (CTP)-AFP preferred
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
- Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
- Sitting - Frequently
- Standing - Occasionally
- Noise Level - Moderate
- Typical Work Hours - M-F (8-5)
- Regular and Predictable Attendance - Required
- Travel - 15%
COMPENSATION & BENEFITS
We offer a competitive total compensation package including base salary and benefits. The anticipated pay range for this position is $91,300 to $150,700 per year in CO and depends on a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills and experience, education, and geographic location. Additionally, this role is eligible to receive annual discretionary cash and stock bonuses. Benefits available for this position include, but are not limited to, medical, dental, vision, short-term and long-term disability benefits and life insurance, flexible spending accounts, health savings account, employee assistance program, 401(k), Paid Time Off (new hires accrue at .069 per hours worked which equates to approximately 18 days per year inclusive of paid sick time) and up to 11 paid Federal holidays. For more information regarding our benefits, please visit https://www.firstinterstatebank.com/company/about/employee-benefits.php
**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
