Exceeding $6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Phoenix, Colorado Springs, Denver, and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest-growing and best performing banks in the country while achieving and maintaining excellent asset quality and a reputation for business excellence.

Our commitment to our associates is as important as our commitment to our clients and community. It starts with serving people in extraordinary ways. We offer our employees a highly collaborative culture, exceptional career opportunities, outstanding compensation and benefits, and a commitment to associate professional development and personal growth.

Overview

The Treasury Sales Coordinator works with clients, Treasury Services Sales Assistants, and Treasury Bankers to coordinate treasury opportunities and implementations with the Business Services team.

Responsibilities

• Collaborate and act as a liaison between Treasury Services Banker and assigned Business Implementation Analyst to assist in the onboarding of all treasury products and services for new and/or existing treasury clients.
• Support Treasury Services Banker by following up on all committed sales pieces and onboarding clients into Salesforce to ensure seamless coordination between sales and implementation.
• Consistently maintain a high level of communication with Treasury Services Banker, Treasury Services Sales Assistant, Business Implementation Analyst and the client, managing clear expectations by establishing timelines, deliverables, and milestones.
• Establish rapport with clients on a regular basis during the implementation onboarding process to ensure client satisfaction is being met.
• Work with Business Implementation Analyst to coordinate and identify file mapping, testing and validation needs for all Treasury products and services.
• Remain current with regulatory requirements and understand the impact tor Treasury products and services, new and existing.
• Remain current on all Treasury products and services.
• Analyze, synthesize, and communicate complex data, financial data, and related issues in an accurate, objective, and straightforward manner.
• Prepare presentations and pricing proposals based on bank statements or analysis statements as assigned by Treasury Services Banker.
• Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.
• Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations and industry best practices.
• Reliable and predictable attendance; both on-site and remote work.

Qualifications

• Advanced knowledge of commercial bank products and services with an emphasis on treasaury management is required.
• Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others.
• Excellent written and verbal communication skills.
• Demonstrated knowledge and experience with office automation equipment, including phones, computers and related loan processing/banking software, including Microsoft Word, Excel, and Outlook.
• Persistence, flexibility and a high service orientation are required, as well as a reputation for dependability, professionalism and a commitment to teamwork.
• Bachelor’s Degree or equivalent work experience.
• High school diploma required.

CrossFirst Bank is proud to be an Equal Opportunity Employer.

CrossFirst Bank does not accept unsolicited resumes from search firms or agencies. Any resume submitted to any employee of CrossFirst Bank without an authorized search agreement will be considered unsolicited and the property of CrossFirst Bank. We respectfully request no phone calls or emails.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Employee stock purchase plan
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Work Location: In person

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