Find Jobs
Find Jobs Near You – Available Work in Your Location
Skip to job details
FI
First Interstate Bank
Treasury Delivery Specialist I
Career Insights for Business Banker
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on Montana data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
A Business Banker is responsible for new business development and customer retention at a bank. Analyzes a client's financial condition and recommends financial solutions. Deals only with companies and not with individuals.
$131,883 / year median in Montana
+3% projected growth
Job Description
Treasury Delivery Specialist I First Interstate Bank paid time off United States, Montana, Great Falls Aug 03, 2026
- If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Establishes and fosters 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. Onboards and maintains 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). Works 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. Escalates systematic, operational, or customer service issues as encountered. Ensures accuracy, timeliness, and consistency in completing all documentation such as service agreements and client correspondence. Targets service and sales opportunities by using bank reports, and other means to establish proactive and responsive communication plans with bank partners and customers. Strengthens and deepens relationships with existing customers through proactive customer contact, demonstrates the ability to develop, maintain and support a qualified portfolio by providing differentiated and exemplary customer service. Assists Treasury Solutions Officers in generating non-interest income for the bank through sales of fee-based and interchange-based products. Identifies ways to optimize customer profitability. Provides in-depth technical and operational support (in person, on phone, via email, etc.) of the Bank's Treasury Solutions products and services. Ensures the accurate implementation and servicing of all deposits and Treasury Management products and accurate billing. Assists in preparations of relationship reviews, identifying additional opportunities to expand services and revenue. Assists in special projects and preparing for audits, including working with examiners. Delivers exceptional customer service to all internal and external customers and business partners in the execution of all assigned duties.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
Knowledge of First Interstate Bank's network and delivery systems. Proven experience delivering exemplary level of customer service in a professional environment. Proven ability to assess customer needs, promote and recommend the appropriate products and services in an effort to develop and deepen customer relationships. Strong computer and technical skills. Possess advanced Microsoft Office knowledge. Possess exceptional customer service and communication skills. Ability to interact as a member of a team and to multitask in a fast-paced environment. Ability to meet or exceed established goals/guidelines required. Flexible, self-starter, who possess strong problem-solving abilities, strong financial acumen, and sound business judgement. Ability to read, analyze, and interpret general business periodicals, contracts, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Excellent written and verbal communication, interpersonal, presentation, and training skills. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. General understanding of business and financial fundamentals, intermediate accounting skills with mathematical aptitude, and computer spreadsheet skills. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.EDUCATION AND/OR EXPERIENCE
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 requiredPHYSICAL 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 Lifting
- Occasionally (up to 10 lbs) Sitting
- Frequently Overtime
- Subject to business need Noise Level
- Moderate Typical Work Hours
- M-F (8-5) Regular and Predictable Attendance
- Required Travel
- as needed
- If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.