TopekaRecruiter
the smart solution for Topeka jobs

Treasury Management Sales Coordinator

Company: Bank of the West
Location: Topeka
Posted on: May 19, 2019

Job Description:

**Treasury Management Sales Coordinator** **Description** At Bank of the West, our people are having a positive impact on the world. We're investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people's lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we're a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth. Job Description Summary Responsible for assisting the Treasury Solution Consultant with sales related activities, the retention of existing customers, and the development of new business Essential Job Functions + Creates and provides initial pricing proformas for new business related opportunities in conjunction with Sales Consultants. + Prepares client facing documentation for the setup of Treasury Solutions products and services. + Follows up with clients on documentation to ensure proper, accurate and timely completion of documentation. Provides guidance and instruction as necessary. + Creates and submits CPO requests and submissions to kick off implementation of new business. Routes client documentation to the implementation (or other appropriate internal team) for execution within standard timeframes established within the Treasury Solutions Department to ensure a seamless client onboarding experience. + Assists in preparation of proposals, presentations, pro-forma and other needed analysis to help the sales consultant capture the sale. + Assists with completion of Relationship Reviews by providing account structures, user verification, services by accounts and other relevant account information. + Assists sales consultant with pre-call planning including researching prospects and preparing Treasury Solutions proposals in conjunction with them. + Form strong bond and relationship with Treasury Solution Consultants so they are in lock-step with supporting new business and all client related activities. Other Job Duties + Serves as a secondary contact for client within the treasury solution team. + Performs other duties as assigned. \#LI-JA1 **Qualifications** Required Experience + Requires advanced knowledge of job area typically obtained through advanced education combined with experience. + May have practical knowledge of project management. + Requires 5 years minimum prior relevant experience. Education + Associate's Degree + High School Diploma Required Equal Employment Opportunity Policy Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran. Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations. **Job:** Sales and Sales Related **Location:** United States-Kansas-General KS **Other Locations:** United States-Colorado-Denver, United States-Illinois-Chicago **Requisition ID:** 044550

Keywords: Bank of the West, Topeka , Treasury Management Sales Coordinator, Sales , Topeka, Kansas

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Sales Jobs


Medicare Insurance Agent - 1000s of free qualified leads, 100 of Guides prospecting for you
Description: - Earn unlimited commission selling Medicare through ASSURANCE, and access our leading-edge insurance sales platform as an independent, licensed agent. ASSURANCE provides marketing, qualified leads, (more...)
Company: Assurance
Location: Kansas City
Posted on: 05/23/2019

Medicare Insurance Agent - 100% autonomy, work when & where you want, free leads
Description: - Earn unlimited commission selling Medicare through ASSURANCE, and access our leading-edge insurance sales platform as an independent, licensed agent. ASSURANCE provides marketing, qualified leads, (more...)
Company: Assurance
Location: Kansas City
Posted on: 05/23/2019

On-Demand Medicare Insurance Agent - Think Uber meets insurance!
Description: - Earn unlimited commission selling Medicare through ASSURANCE, and access our leading-edge insurance sales platform as an independent, licensed agent. ASSURANCE provides marketing, qualified leads, (more...)
Company: Assurance
Location: Kansas City
Posted on: 05/23/2019


Medicare Insurance Agent - 1000s of free qualified leads, get help adding state licenses
Description: - Earn unlimited commission selling Medicare through ASSURANCE, and access our leading-edge insurance sales platform as an independent, licensed agent. ASSURANCE provides marketing, qualified leads, (more...)
Company: Assurance
Location: Kansas City
Posted on: 05/23/2019

Medicare Insurance Agent - AEP is coming! Use the ASSURANCE platform
Description: - Earn unlimited commission selling Medicare through ASSURANCE, and access our leading-edge insurance sales platform as an independent, licensed agent. ASSURANCE provides marketing, qualified leads, (more...)
Company: Assurance
Location: Kansas City
Posted on: 05/23/2019

Medicare Insurance Agent - Great option for Veterans, free qualified leads
Description: - Earn unlimited commission selling Medicare through ASSURANCE, and access our leading-edge insurance sales platform as an independent, licensed agent. ASSURANCE provides marketing, qualified leads, (more...)
Company: Assurance
Location: Kansas City
Posted on: 05/23/2019

On-Demand Medicare Insurance Agent - Think Uber meets insurance!
Description: - Earn unlimited commission selling Medicare through ASSURANCE, and access our leading-edge insurance sales platform as an independent, licensed agent. ASSURANCE provides marketing, qualified leads, (more...)
Company: Assurance
Location: Kansas City
Posted on: 05/23/2019

Contract Medicare Insurance Agent - Industry-best comp plan, trusted carriers, bonuses!
Description: - Earn unlimited commission selling Medicare through ASSURANCE, and access our leading-edge insurance sales platform as an independent, licensed agent. ASSURANCE provides marketing, qualified leads, (more...)
Company: Assurance
Location: Kansas City
Posted on: 05/23/2019

Medicare Insurance Agent - Place to sell Life and Sup until AEP
Description: - Earn unlimited commission selling Medicare through ASSURANCE, and access our leading-edge insurance sales platform as an independent, licensed agent. ASSURANCE provides marketing, qualified leads, (more...)
Company: Assurance
Location: Kansas City
Posted on: 05/23/2019

Remote Medicare Insurance Agent - 100% commission, free leads, no marketing costs
Description: - Earn unlimited commission selling Medicare through ASSURANCE, and access our leading-edge insurance sales platform as an independent, licensed agent. ASSURANCE provides marketing, qualified leads, (more...)
Company: Assurance
Location: Kansas City
Posted on: 05/23/2019

Log In or Create An Account

Get the latest Kansas jobs by following @recnetKS on Twitter!

Topeka RSS job feeds