Jobs · Kansas

Treasury Sales Coordinator - Wichita, KS

Equity Bank · Wichita, KS · 1 mo ago
$7.9/hrFull-time
Position: Treasury Sales Coordinator Department: Treasury Services Location: Wichita, KS (On-Site) Job Type: Full-Time/Hourly Jump start your career at Equity Bank! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At Equity Bank we’ll help you invest in your community through volunteer opportunities which align with our company initiatives and core values. Summary: The Treasury Sales Coordinator provides dedicated sales and operational support to the Treasury Management team, serving as a hybrid sales assistant and portfolio manager. This role supports new account opening for commercial deposit and savings relationships, manages day-to-day treasury servicing needs, and partners with Treasury Management Officers (TMOs) to prepare client-facing materials, reviews, and presentations. The Coordinator is often a client's first point of contact for routine requests, making responsiveness, accuracy, and relationship awareness essential to the role. Responsibilities And Expectations Key Responsibilities New Account & Onboarding Support Assist in opening commercial deposit and savings accounts, including documentation collection, account setup, and coordination with Operations/Compliance to ensure accurate and timely onboardingPrepare and track new account paperwork, signature cards, resolutions, and treasury service agreementsSupport implementation of treasury products (ACH, remote deposit, positive pay, wires, etc.) for newly onboarded clients Portfolio & Relationship Management Serve as a secondary point of contact for an assigned portfolio of treasury clients, supporting the TMO in day-to-day account maintenance and servicingMonitor account activity and flag issues, opportunities, or service gaps to the appropriate TMOMaintain accurate and current client records, service agreements, and pricing schedules Day-to-Day Client & Treasury Servicing Respond to client requests related to treasury services — user access, limit changes, reporting setup, troubleshooting, and general account questionsCoordinate with internal partners (Operations, IT, Compliance, Deposit Operations) to resolve client servicing issues promptlyEscalate complex or time-sensitive issues to the TMO as needed Sales & Client Materials Support Prepare annual and quarterly account reviews, including pulling activity/fee data and formatting review packagesBuild sales presentations, pitch materials, and proposals for prospect and client meetingsAssist with pricing analysis, fee schedules, and ad hoc reporting requested by TMOs or clientsSupport call preparation by compiling account history, product usage, and relevant financial data ahead of client meetings Administrative & Process Support Maintain pipeline and calling-activity tracking tools in coordination with the broader commercial teamSupport internal reporting on portfolio performance, cross-sell opportunities, and service-level metricsAssist in maintaining procedures and documentation for treasury onboarding and servicing workflows Requirements Required Skills & Education 2+ years of experience in banking, treasury management, commercial deposit operations, or a related client-service/sales-support roleStrong working knowledge of commercial deposit account documentation and account-opening requirementsProficiency in Microsoft Office (Excel, PowerPoint, Word); comfort building polished client-facing materialsExcellent written and verbal communication skillsStrong organizational skills and ability to manage multiple deadlines/requests simultaneouslyHigh attention to detail, particularly with account documentation, pricing, and client data Preferred Prior treasury management or cash management experience (ACH, wires, positive pay, remote deposit)Familiarity with core banking systems and treasury platformsExperience supporting a commercial banking or relationship-management team Who We Are Equity Bank, a full-service, $7.9 billion community bank, is based in Wichita, Kansas, with over 80 bank offices throughout Kansas, Nebraska, Missouri, Arkansas, and Oklahoma. At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We’re searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team. Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere. What’s in it for you? We believe your benefits are an important part of your overall compensation package. We work year-round to ensure that we provide our employees with the most up-to-date, competitive program. We thoroughly evaluate our benefit plans and strive to provide quality benefits that support the physical and financial well-being of our employees and their families. Benefits Available: Health, Dental & Vision InsuranceGroup Life & Long-Term Disability InsuranceFlexible Spending & Health Savings AccountsGroup Cancer Insurance401(K) Retirement Plan w/Company MatchGenerous Vacation & Sick TimeEmployee Stock Purchase Plan (ESPP)Pet InsuranceRetail Banking Benefits Find your future at Equity Bank! The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements. Physical Requirements This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others. Work Environment This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis. Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant’s race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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