Treasury Delivery Specialist I

First Interstate

. Support Treasury Solutions Officers in onboarding, expanding, and retaining Treasury customer relationships .

Posted 9/21/2026full-timeUnited StatesJunior💰 $24 - $35 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Treasury Management products and services, with a strong focus on customer relationship management and exceptional service delivery. Proficient in assessing customer needs, optimizing profitability, and providing technical support while maintaining compliance with financial regulations.

Highest-signal resume keywords

Treasury Management ProductsCustomer Relationship ManagementAdvanced Microsoft OfficeCustomer Service ExperienceProblem-Solving Abilities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury Products OnboardingFinancial AcumenIntermediate Accounting SkillsMathematical AptitudeTechnical SupportCross-Selling OpportunitiesService Agreement CompletionOperational Issue ResolutionCustomer Profitability OptimizationBusiness Periodical Interpretation

Soft Skills

Exceptional Communication SkillsInterpersonal SkillsPresentation SkillsMultitasking AbilityCustomer Service Excellence

Certifications & Qualifications

Bachelor's Degree in Business, Finance, or Related Field

Industry Keywords

Treasury SolutionsBusiness Online BankingACHOnline WiresPositive PayBusiness Bill PayRemote DepositElectronic Bank StatementsCustomer ServiceFinancial Fundamentals

About the role

Key responsibilities & impact

Support Treasury Solutions Officers in onboarding, expanding, and retaining Treasury customer relationships
Assess new and existing customer needs and identify cross-selling opportunities
Establish relationships with Treasury Solutions Officers, Commercial Relationship Managers, Business Payments Consultants, and the Retail Network
Onboard and maintain Treasury products including Business Online Banking, ACH, Online Wires, Positive Pay, Business Bill Pay, Remote Deposit, Sweeps, and Electronic Bank Statements
Resolve operational issues related to Treasury products and services with the Treasury Operations Team
Escalate systematic, operational, and customer service issues
Complete service agreements and client correspondence accurately and consistently
Develop proactive service and sales communication plans using bank reports
Strengthen existing customer relationships through proactive contact and exemplary customer service
Assist with sales of fee-based and interchange-based products
Identify ways to optimize customer profitability
Provide technical and operational support for Treasury Solutions products and services
Ensure accurate implementation, servicing, and billing of deposit and Treasury Management products
Assist with relationship reviews and identify opportunities to expand services and revenue
Assist with special projects and audit preparation, including working with examiners
Deliver exceptional service to internal and external customers and business partners

Requirements

What you’ll need

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
Knowledge of First Interstate Bank’s network and delivery systems
Proven experience delivering exemplary customer service in a professional environment
Ability to assess customer needs and recommend appropriate products and services
Strong computer and technical skills
Advanced Microsoft Office knowledge
Exceptional customer service and communication skills
Ability to multitask in a fast-paced environment
Ability to meet or exceed established goals/guidelines
Strong problem-solving abilities, financial acumen, and sound business judgment
Ability to read and interpret business periodicals, contracts, technical procedures, and governmental regulations
Excellent written and verbal communication, interpersonal, presentation, and training skills
General understanding of business and financial fundamentals
Intermediate accounting skills and mathematical aptitude
Computer spreadsheet skills
Regular and predictable attendance required
Overtime subject to business need
Travel as needed

Benefits

Comp & perks

Generous Paid Time Off (PTO) in addition to paid federal holidays
Child Care Assistance Program for eligible dependent(s)
Exercise reimbursement program for employees
Medical, dental, and vision benefits
Short-term and long-term disability benefits
Life insurance
Flexible spending accounts
Health savings account
Employee assistance program
401(k)
Up to 11 paid Federal holidays