Treasury Sales & Onboarding Specialist

Socket.dev; Wichita (KS); On-site; USD 25,000 - 44,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision Insurance

401(K) Retirement Plan w/Company Match

Paid vacation & sick time

Employee stock purchase plan (ESPP)

Long-term disability insurance

Life insurance

Job summary

Equity Bank in Wichita, KS seeks a Treasury Sales Coordinator to provide sales and operational support to the Treasury Management team. You will assist in onboarding commercial accounts, manage day-to-day treasury servicing, and prepare client materials.

You’ll be the first point of contact for routine requests, emphasizing responsiveness and accuracy. The role involves coordinating with operations, IT, and compliance, building relations, and supporting quarterly reviews and proposals for

Qualifications

• 2+ years of experience in banking, treasury management, or related client-service/sales-support role.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office and client-facing materials.

Responsibilities

• Assist in opening commercial deposit and savings accounts and onboarding.
• Support day-to-day treasury servicing and client communications.
• Prepare client-facing materials and presentations.
• Maintain client records, pricing schedules, and service agreements.
• Coordinate with internal teams to resolve servicing issues promptly.

Skills

Banking experience

Treasury management knowledge

Microsoft Office

Communication skills

Organization skills

Tools

Core banking systems

Treasury platforms

Job description

Equity Bank in Wichita, KS seeks a Treasury Sales Coordinator to provide sales and operational support to the Treasury Management team. You will assist in onboarding commercial accounts, manage day-to-day treasury servicing, and prepare client materials.

You’ll be the first point of contact for routine requests, emphasizing responsiveness and accuracy. The role involves coordinating with operations, IT, and compliance, building relations, and supporting quarterly reviews and proposals for