Treasury Implementation & Onboarding Specialist II

Sunflower Bank; Plano (TX); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

401(k) Match

Health/Dental/Vision Insurance

Life Insurance

Tuition Reimbursement

Fitness Reimbursement

Paid Time Off

Volunteer Leave

Paid Holidays

Job summary

Sunflower Bank, N.A. in Plano, TX is seeking a Treasury Management Implementation Coordinator II to lead onboarding and implementation of treasury services for business clients.

You will gather requirements, coordinate with Treasury Operations, and serve as the primary contact throughout the project lifecycle. The role requires strong analytical abilities, excellent communication, and the capacity to manage multiple tasks and deadlines while delivering high‑quality service.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 1–3 years of Treasury Management experience.
• Four years of Project Management or related experience.
• Strong analytical and problem solving skills.
• Ability to manage multiple tasks and deadlines.
• Proficient in Microsoft Office Suite.

Responsibilities

• Coordinate the implementation effort for the company’s treasury services.
• Ensure proper documentation is completed.
• Coordinate with Treasury Operations to onboard services.
• Provide customer installation and training.
• Assist sales with due diligence for remote deposit and ACH services.
• Provide high level customer support.
• Follow applicable laws, policies and ethics guidelines.
• Participate in the Bank’s Community Reinvestment Act program.
• Perform other duties as assigned.

Skills

Analytical skills

Problem solving

Multi-tasking

Verbal & written communication

Planning & organizational skills

Bondable

Education

Bachelor’s degree or equivalent work experience

Tools

Microsoft Office Suite

Job description

Sunflower Bank, N.A. in Plano, TX is seeking a Treasury Management Implementation Coordinator II to lead onboarding and implementation of treasury services for business clients.

You will gather requirements, coordinate with Treasury Operations, and serve as the primary contact throughout the project lifecycle. The role requires strong analytical abilities, excellent communication, and the capacity to manage multiple tasks and deadlines while delivering high‑quality service.