Treasury Sales Coordinator: Client Onboarding & Portfolios

Equity Bank; Kansas; On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Health Insurance

Dental & Vision

401(k) Matching

Vacation & Sick Time

Employee Stock Purchase Plan

Job summary

Equity Bank, a Wichita-based community bank, seeks a Treasury Sales Coordinator to join our Treasury Services team on-site in Wichita, KS. This role blends sales support with portfolio management to assist the Treasury Management team, onboard commercial clients, and handle day-to-day servicing.

The Coordinator will prepare client materials, coordinate with Operations/Compliance, and maintain accurate client records while building strong relationships with business clients.

Qualifications

• 2 years of experience in banking or treasury management
• Strong knowledge of commercial deposit documentation
• Proficiency with Microsoft Office
• Excellent written and verbal communication

Responsibilities

• Open commercial deposit and savings accounts and onboard new clients
• Prepare paperwork, resolutions, and service agreements
• Support treasury product implementations for new clients
• Serve as secondary contact for portfolio of treasury clients
• Maintain client records and pricing schedules
• Respond to client requests for treasury services

Skills

2 years banking experience

MS Office proficiency

Client relationship skills

Excellent written and verbal comunicat

Attention to detail

Organizational skills

Tools

Excel

PowerPoint

Word

Treasury platforms

Core banking systems

Job description

Equity Bank, a Wichita-based community bank, seeks a Treasury Sales Coordinator to join our Treasury Services team on-site in Wichita, KS. This role blends sales support with portfolio management to assist the Treasury Management team, onboard commercial clients, and handle day-to-day servicing.

The Coordinator will prepare client materials, coordinate with Operations/Compliance, and maintain accurate client records while building strong relationships with business clients.