Treasury Solutions Coordinating Manager

Posted 5 Days Ago
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Billings, MT
In-Office
Senior level
Fintech • Payments • Financial Services
The Role
The Treasury Solutions Coordinating Manager oversees Treasury Solutions teams, drives profitable growth, enhances relationships, and ensures compliance with operations policies.
Summary Generated by Built In
**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

This position is located at our Billings, MT downtown 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 Treasury Solutions Coordinating Manager coordinates the activities and operations of the Treasury Solutions Officers and Treasury Delivery Specialist team across entire bank footprint. This manager is responsible for designing and implementing strategies to drive sustained and profitable growth through deepening existing relationships and new client acquisition.
ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Partners with Treasury Solutions Market Leaders to provide staffing, coverage, and training for Treasury Solutions Officers and Treasury Delivery Solutions (TDS) teams.
  • Partners with Treasury Operations, Treasury Sales Managers, Customer Support Managers, Business Partners, and Commercial Bankers to drive fee income for Treasury Management (Solutions) activities.
  • Develops teamwork concepts within the bank to ensure effective cross-selling of Treasury Management products and services with the objective of proactively responding to customer Treasury Management (TM) needs.
  • Focuses on building strong relationships with various departments and strategic partners across all bank regions.
  • Ensures operations policies and procedures are followed to include regulatory compliance.
  • Identifies and supports the execution of new business opportunities, overseeing pipeline development, sales activity tracking, and progression toward client growth goals.
  • Supports sales operations by managing KPIs, prospecting processes, competitive analysis, and market expansion strategies.
  • Interacts with internal and external customers to understand their needs.
  • Establishes expectation for onboarding and training of TM customers, including execution of documents and accurate implementation of services sold.
  • Performs other duties as assigned.

MANAGEMENT RESPONSIBILITIES

  • Provide leadership, coaching, mentoring, and training to the Treasury Sales teams.
  • Assist the Regional Treasury Solutions Sales Managers to assess staffing, coverage, and training needs for the sales support teams.
  • Participate with Regional Treasury Solutions Delivery Managers to recruit and hire for sales support openings.
  • Implements effective onboarding and training program for new hires.

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 strong and effective working relationship with regional management and colleagues throughout the bank.
  • Ability to generate ideas, identify, and drive the development of new business.
  • Demonstrates strong verbal and written and communications 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.
  • Ensures 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.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions.

EDUCATION AND/OR EXPERIENCE

  • Bachelor's Degree preferred
  • 10+ years financial services experience and/or equivalent combination of education and experience required
  • Treasury management and business development experience 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

COMPENSATION & BENEFITS
We offer a competitive total compensation package including base salary and benefits. The anticipated pay range for this position is $XX,XXX to $XX,XXX per year (in CO & WA) 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. Please note this information is provided for those hired in Colorado and Washington only, and this role is open to candidates outside of Colorado and Washington with compensation that aligns with your location. 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.

Top Skills

Pc And Internet-Based Systems
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The Company
Billings, , MT
5,303 Employees
Year Founded: 1968

What We Do

First Interstate is a community bank that delivers best-in-class banking and Wealth Management services throughout Arizona, Colorado, Idaho, Iowa, Kansas, Minnesota, Missouri, Montana, Nebraska, North Dakota, Oregon, South Dakota, Washington, and Wyoming. Headquartered in Billings, Montana, First Interstate is driven by strong values, with a focus on supporting the communities we serve through the financial services we provide as well as through volunteerism and philanthropy

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