Meet the Team Behind Your Treasury Success

 


Running a business is no easy task. It takes time, strategy, and a financial partner that really knows your business.

Having a skilled Treasury Management (TM) team in your corner protects your valuable time, prevents losses, and accelerates your growth using cash flow tools and operational efficiency strategies. Treasury Management teams specialize in identifying tools to improve cash flow, create operational efficiencies, and implement safeguards to protect your business.

But what makes the Flatirons Bank Treasury Management team so special? They get to know your business as a whole, addressing your specific needs and desired trajectory. Our team combines technical expertise with excellent communication and relationship building. Their combined 20 years of experience,  personalized approach, and passion for helping local businesses grow are what set our team apart.

We work alongside you to craft strategies that fit your business, helping you manage your business with the utmost efficiency and providing the extra support to achieve your goals.


Meet Your Treasury Team
Regan Coe - AVP, Treasury Management Officer

6BeBoulderPhotographyFlatironsLongmontRegan Coe is our Treasury Management Officer, responsible for leading and developing the Flatirons Bank TM team. Regan brings substantial industry experience to clients who require an elevated level of Treasury Management support. 

Regan is the main liaison between internal teams and clients. She communicates with clients, her team, and bank leadership on a daily basis to continue the development of the Treasury Deparment. As a Certified Treasury Professional (CTP), Regan understands the need to take a comprehensive approach to quality treasury management services. She works with Flatirons Bank leadership to develop and execute growth strategies with this integrated approach in mind.

She is an expert at identifying the right treasury solutions that will enhance our clients' banking experience by getting to know their unique needs in the discovery process. That skill is what makes her excellent at equipping businesses with solutions that support their success and propel them towards their short and long-term goals. 

Regan's expertise goes beyond just the technical; she also focuses on building and maintaining relationships with businesses, evaluating their treasury needs as they are onboarded and beyond. Regan is a strong connector in Longmont and Boulder, helping local businesses thrive.

 

Nathan Legrand - Treasury Management Specialist

2BeBoulderPhotographyFlatironsLongmontFrom starting his career learning the ins and outs of banking from the teller line, Nathan Legrand now partners with business owners to review their financial operations and recommend solutions that improve efficiency, strengthen cash flow, mitigate fraud risk, and ultimately simplify their banking. Within the treasury team, Nathan helps business owners spend less time managing their banking and more time growing their businesses.

If you call Flatirons Bank with a treasury-related need, you'll likely talk to Nathan. He's the front line of communication with clients and their number one advocate. An effective problem-solver and collaborator, he is responsible for identifying TM needs, offering solutions, troubleshooting issues, and ensuring the seamless onboarding of new products. From the initial onboarding and activation to ongoing management, he works to make our clients' experience as hassle-free as possible. By managing Remote Deposit Capture (RDC) and coordinating with our treasury vendors, he helps the team keep operations running smoothly for clients.

 

Jackie Hawkins - Treasury Management Operations Analyst

1BeBoulderPhotographyFlatironsLongmontAs Treasury Management Operations Analyst, Jackie Hawkins brings her significant technical expertise to the Flatirons Bank treasury team. Jackie makes sure that all systems are go for each treasury tool we offer. She is responsible for complex troubleshooting with our treasury product vendors, reducing friction for our clients and ensuring their experience is seamless.

Jackie is instrumental to both the treasury team and our clients by adhering to strict standards and regulations when processing ACH payments and other treasury procedures. This role is essential to protecting our clients from fraud, and Jackie makes certain that those processes are followed and meet our standards. Her expertise is integral to the infrastructure of our treasury department, where she manages projects that support it's development. 

Alongside Nathan, Jackie maintains daily communication with clients. Her main focus is assisting our clients with processes such as ACH and wire payments, resolving online banking issues, and creating important treasury templates with clients to solidify their treasury processes. 


Our Treasury Department guarantees that your experience with us will be truly collaborative. We want to hear how your business is unique, what makes it tick, and where you could use support. Each member of our team is committed to listening and responding to your needs with knowledgeable support and sophisticated tools.

And the best part of the Flatirons Bank treasury experience? That support keeps evolving as you do, keeping up with every new stride your business makes. 

Contact our Treasury team today to get started.

 

Flatirons Focus is authored and published by Flatirons Bank for informational purposes only. The opinions expressed in this blog represent the views of Flatirons Bank and are not intended as financial, legal, or accounting advice. Content on this blog may include information from third-party sources, which we consider reliable. However, we do not guarantee its accuracy or completeness. Links to external sites are provided for convenience and do not signify an endorsement by Flatirons Bank. Flatirons Bank is not responsible for the content, security, or privacy practices of linked websites.

All information on this blog is subject to change without notice. Content may become outdated due to market fluctuations, regulatory changes, or other factors. Readers should consult a qualified advisor for personalized advice tailored to their financial situation. For more details about our products and services, please contact Flatirons Bank directly.

 

Flatirons Bank Team

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