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Job description
Position: Treasury Management Associate
Department: Treasury
Location: Lincoln, NE (On-Site)
Status: Full-time/Salary
Jump start your career at Equity Bank ! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At Equity Bank we'll help you invest in your community through volunteer opportunities which align with our company initiatives and core values.
Job Summary:
Treasury Management Sales Associate is part of the Sales Delivery Team and is responsible for assisting the Treasury Management Officers with various sales related activities, including client pricing, presentation building and portfolio management. Responsibilities are to be completed with limited supervision in a proactive manner and involve accountability for empowered decision-making. The goal of the position is to acquire the knowledge and skill set necessary to become a Treasury Management Officer with full account responsibilities and sales goals. Responsibilities include:
Responsibilities and Expectations
Works closely with treasury sales officer to ensure commercial deposits are gathered and treasury management products are sold to new commercial customers.
Cross-sells treasury management products to existing customers. Responsible for expanding relationships for all treasury services to gain maximum client share of wallet.
Attend joint meetings with clients and TMO's, Market team members, Regional President and loan officers primarily via phone focusing on banking sales segment.
Act as a trusted advisor to clients; understand their needs and recommend solutions to meet those needs.
Helps TMO obtain necessary documentation, account opening, and onboard for all Treasury Management products and cash management services.
Ensures the proper onboarding of new treasury management customers with the help of the TMO & TM Support.
Creates and coordinates execution of all agreements in relation to all Treasury Management products and cash management services.
Assists with training internal customers on all Treasury Management products.
Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and procedures as applicable to this position, including completion of required compliance training.
Tracks all sales-related activities as well as what is required by management.
Works with TMO on Annual Reviews for treasury/deposit customers
Assists the TMO and TM Support on annual ACH & RDC risk reviews.
Required Knowledge, Skills, and Abilities Strong leadership and relationship building skill
Ability to effectively solve problems, present solutions and resolve conflicts
Strong interpersonal, verbal and written communication skills
Creative, analytical and takes initiative, along with a strong attention to detail
Ability to work on competing priorities in a fast-paced environment with competing priorities
Self-starter and highly motivated
Excellent written and oral communication
MS Office programs
Ability to learn various banking systems in a quick and proficient manner
High school diploma or equivalent required
Bachelor's degree in business-related field preferred
1-3 years of applicable customer facing experience
Who We Are
Equity Bank, a full-service, $7.9 billion community bank, is based in Wichita, Kansas, with over 80 bank offices throughout Kansas, Nebraska, Missouri, Arkansas, and Oklahoma.
At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We're searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team.
Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere.
What's in it for you?
We believe your benefits are an important part of your overall compensation package. We work year-round to ensure that we provide our employees with the most up-to-date, competitive program. We thoroughly evaluate our benefit plans and strive to provide quality benefits that support the physical and financial well-being of our employees and their families.
Benefits Available: 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
Find your future at Equity Bank!
The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements.
Physical Requirements
This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others.
Work Environment
This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.
Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant's race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Worksite address
lincoln, NE, 68511, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.