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 onboarding
- Prepare and track new account paperwork, signature cards, resolutions, and treasury service agreements
- Support 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 servicing
- Monitor account activity and flag issues, opportunities, or service gaps to the appropriate TMO
- Maintain 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 questions
- Coordinate with internal partners (Operations, IT, Compliance, Deposit Operations) to resolve client servicing issues promptly
- Escalate 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 packages
- Build sales presentations, pitch materials, and proposals for prospect and client meetings
- Assist with pricing analysis, fee schedules, and ad hoc reporting requested by TMOs or clients
- Support 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 team
- Support internal reporting on portfolio performance, cross-sell opportunities, and service-level metrics
- Assist in maintaining procedures and documentation for treasury onboarding and servicing workflows
Required Skills & Education
Requirements
- 2+ years of experience in banking, treasury management, commercial deposit operations, or a related client-service/sales-support role
- Strong working knowledge of commercial deposit account documentation and account-opening requirements
- Proficiency in Microsoft Office (Excel, PowerPoint, Word); comfort building polished client-facing materials
- Excellent written and verbal communication skills
- Strong organizational skills and ability to manage multiple deadlines/requests simultaneously
- High 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 platforms
- Experience 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 Insurance
- Group Life & Long-Term Disability Insurance
- Flexible Spending & Health Savings Accounts
- Group Cancer Insurance
- 401(K) Retirement Plan w/Company Match
- Generous Vacation & Sick Time
- Employee Stock Purchase Plan (ESPP)
- Pet Insurance
- Retail 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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