Description

The Senior Treasury Management Specialist supports and enhances the Bank’s treasury management sales, service, and operational efforts. This role serves as a key partner to Commercial Relationship Managers and internal teams, working directly with business customers to assess needs, implement solutions, and optimize treasury services.

This position plays a critical role in expanding and retaining customer relationships, supporting complex product implementations, and driving deposit and revenue growth. The Senior Specialist operates with a high level of autonomy and serves as a subject matter expert within the department.

Essential Functions:

• Partner with Commercial Relationship Managers, Branch Managers, and other internal teams to assess and deliver treasury management solutions for business clients 
• Proactively identify and pursue sales opportunities to drive deposit growth, fee income, and customer profitability 
• Lead onboarding and implementation of treasury management products and services, including more complex client setups 
• Serve as a primary point of contact for treasury management clients, providing consultative support and resolving complex issues 
• Deliver in-depth operational and technical expertise across treasury products, including: 
• ACH origination and risk controls 
• Remote Deposit Capture 
• Positive Pay and fraud mitigation tools 
• Online wires, sweeps, and account analysis 
• Coordinate across departments to ensure smooth implementation and ongoing service delivery 
• Perform and/or oversee periodic reviews of ACH, RDC, and other high-risk services to ensure compliance 
• Support and contribute to deposit and revenue growth goals through product recommendations and cross-selling 
• Assist in developing and delivering training for commercial and retail staff on treasury management products and sales opportunities 
• Act as a resource and mentor to junior team members 
• Support development and implementation of new products, processes, and procedures 
• Ensure compliance with all Bank policies, procedures, and regulatory requirements 
• Serve as backup to department leadership on systems, processes, and escalations 
• Participate in strategic initiatives and projects as needed

Requirements

• Bachelor’s degree in Business, Finance, or related field preferred, or equivalent experience
• 4–7+ years of banking or treasury management experience
• Strong knowledge of treasury management products, services, and related systems
• Demonstrated ability to assess client needs and recommend appropriate solutions
• Strong sales, relationship management, and consultative skills
• Advanced problem-solving and decision-making ability
• Strong communication and presentation skills

Idaho First Bank Idaho First Bank (IFB) is a full-service state-chartered community bank established in October 2005 and headquartered in McCall, Idaho. Known for its People First and Community First motto, the Bank serves the greater Southwest Idaho and Central Oregon communities. Branch locations include McCall, New Meadows, Eagle, Ketchum, Nampa, Boise, Bend and Hailey. Idaho First Bank is a member of the FDIC and an Equal Housing Lender. For more information, visit us at www.idahofirstbank.com  

Equal Opportunity Employer