Running a business is no easy task. It takes time, strategy, and a financial partner who 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.
As a Certified Treasury Professional (CTP), Regan takes a comprehensive and cutting-edge approach to treasury management services. She researches and onboards new treasury services and platforms to support our business clients, providing solutions that streamline their operations.
She is an expert at identifying the tools that will uniquely enhance our clients' banking. By getting to know their unique needs in the discovery process, Regan brings strategy, not sales. That skill is what makes her excellent at propelling our business clients 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.
From the initial onboarding and activation to ongoing management, Nathan works to make our clients' experience as hassle-free as possible. An effective problem-solver and collaborator, Nathan also trains our clients on the use of our specialized treasury solutions and empowers business owners to get back to what's important: maintaining and growing their businesses.
In her day-to-day, Jackie assists clients comprehensively. She is responsible for helping clients perform key treasury functions, including submitting ACH batches, sending wires, creating a new template in Positive Pay, facilitating Remote Deposit Capture (RDC), researching Bill Pay payments, and assisting with online banking questions. Jackie's skills are essential in supporting the strategic growth of both our clients and the Flatirons Bank Treasury Department.
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.