Treasury Business Development Specialist
7 days ago
Company Overview
CrossFirst Bank is a leading financial institution that offers a wide range of services, including treasury management. As a Treasury Sales Coordinator at CrossFirst Bank, you will play a critical role in coordinating treasury opportunities and implementations, ensuring seamless communication between clients, Treasury Bankers, and Services teams.
Job Description
We are seeking a highly skilled and organized individual to fill the position of Treasury Sales Coordinator. In this role, you will be responsible for:
- Coordinating product demonstrations for clients and prospects
- Preparing treasury pricing/profitability models, proposals, presentations, and payment cycle reviews
- Attending sales calls upon request of the Treasury Sales Banker
- Gathering data, processing instructions, documentation, and other information required to facilitate new client Treasury Services implementations
- Maintaining a high level of communication with clients, Treasury Bankers, and Services teams
- Maintaining client data in the Customer Relationship Management (CRM) system
- Remaining current with all Treasury products and services as well as regulatory requirements
- Preparing and attending annual Treasury Services reviews for clients
- Acting as subject matter expert for complex client questions and/or service issues
- Gathering and analyzing data, looking for trends, risks, and opportunities
- Clearly communicating complex payment-related concepts to clients
- Interacting with internal and external clients while providing extraordinary service
- Representing the Bank and Card Services team in a highly professional manner
- Completing job assignments in a timely and efficient manner
Required Skills and Qualifications
To be successful in this role, you must possess:
- Advanced knowledge of commercial bank products and services, with an emphasis on treasury management
- Strong interpersonal skills, with the ability to cultivate long-term relationships and influence others internally and externally
- Bachelor's degree or equivalent combination of education and work experience
Salary and Benefits
The estimated salary for this position is $65,000 - $90,000 per year, depending on experience. Additionally, we offer a comprehensive benefits package, including health insurance, retirement plan, and paid time off.
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