
Treasury Sales Coordinator - Wichita, KS
Required skills
- banking
- treasury management
- commercial deposit operations
- client-service
- sales-support
- account-opening requirements
- Microsoft Office
- Excel
- PowerPoint
- Word
Nice to have
- cash management
- ACH
- wires
- positive pay
- remote deposit
- core banking systems
Role summary
Equity Bank is seeking a Treasury Sales Coordinator in Wichita, KS, to provide sales and operational support to the Treasury Management team. This hybrid role involves assisting with new account openings, managing daily treasury servicing needs, and preparing client materials. The Coordinator acts as a key point of contact for clients, requiring strong responsiveness, accuracy, and relationship awareness. Responsibilities include onboarding support, portfolio management, client servicing, sales material preparation, and administrative tasks. The ideal candidate has 2+ years of banking or treasury management experience, proficiency in Microsoft Office, and excellent communication and organizational skills.
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
Similar roles
Marketing CoordinatorEquity Bank · Wichita, KS · Onsite
Communications SpecialistEquity Bank · Wichita, KS · Onsite- Used Truck Sales CoordinatorPremier Truck Group · Fort Worth, TX · Onsite
Group Sales Coordinator - COTALANDCircuit of The Americas · Del Valle, TX · Onsite- Sales CoordinatorDoubleTree by Hilton San Antonio Northwest · Houston, TX · Onsite
Sales CoordinatorCamping World · Woodland, WA · Onsite
