Treasury Management Coordinator
9 hours ago
We are a leading financial institution with over $7.6 billion in assets, serving the financial needs of businesses, professionals, and their families in various regions. Founded in 2007, we have consistently been recognized as one of the fastest-growing and best-performing banks in the country, achieving excellent asset quality and a reputation for business excellence.
Our Commitment to Our Team MembersWe prioritize our team members' growth and development, offering a collaborative culture, exceptional career opportunities, outstanding compensation and benefits, and a commitment to their professional development and personal growth.
Job SummaryThe Treasury Sales Coordinator plays a crucial role in coordinating treasury opportunities, implementations, and account maintenance with clients, Treasury Bankers, and Services and Support teams.
Key Responsibilities- Conduct product demonstrations for clients and prospects, showcasing our treasury services.
- Assist in preparing treasury pricing/profitability models, proposals, presentations, and payment cycle reviews.
- Attend sales calls upon request of the Treasury Sales Banker, providing support and expertise.
- Gather data, processing instructions, documentation, and other information required for new client treasury services implementations.
- Monitor the status of active implementations to ensure timely and accurate setups, meeting client expectations.
- Maintain high-level communication with clients, Treasury Bankers, and Services and Support teams, ensuring seamless collaboration.
- Maintain client data in the Customer Relationship Management (CRM) system, including initiating treasury services workflow for new product implementations.
- Remain current with all treasury products and services, as well as regulatory requirements, and understand their impact on treasury services, new and existing.
- Prepare, attend, and manage follow-up from annual treasury services reviews for clients.
- Act as a subject matter expert for complex client questions and/or service issues, providing accurate and timely responses.
- Gather and analyze data, identifying trends, risks, and opportunities for improvement.
- Clearly and accurately communicate complex payment-related concepts to clients, suggesting products and services that increase efficiency and reduce risk of fraud.
- Interact with internal and external clients, providing extraordinary service and developing trusted, positive relationships.
- Represent the Bank and Card Services team in a highly professional manner, adhering to our values and standards.
- Complete job assignments in a professional, timely, and efficient manner, organizing and prioritizing work, utilizing appropriate technology and service tools for tracking internal and external requests.
- Maintain confidentiality, adhering to CrossFirst Bank policies and procedures, and complying with laws, regulations, and industry best practices.
- Ensure reliable and predictable onsite attendance.
- Advanced knowledge of commercial bank products and services, with an emphasis on treasury management.
- Exhibit 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/or work experience.
CrossFirst Bank is proud to be an Equal Opportunity Employer.
CrossFirst Bank does not accept unsolicited resumes from search firms or agencies.
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