Treasury Management Client Support Lead

Sunflower Bank Mortgage Lending

Overland Park (KS)

On-site

USD 65,000 - 90,000

Full time

2 days ago
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Benefits offered by this job

401(k) Match
Health Insurance
Tuition Reimbursement
Paid Time Off

Job summary

Sunflower Bank, N.A. in Overland Park, KS, seeks a Treasury Management Operations Specialist (Client Support) to deliver exceptional service to TM clients by addressing inquiries, resolving issues, and fulfilling requests.

The role requires leadership of a team, adherence to service standards, and knowledge of TM products. Responsibilities include managing workflows, coaching staff, and ensuring KPI targets are met while maintaining compliance with bank policies and NACHA rules.

Qualifications

  • Three years of Treasury Management Client Support experience.
  • Five years of supervisory experience preferred.
  • Bilingual Spanish preferred.
  • Proven ability to coach, manage performance and develop employees.

Responsibilities

  • Provide exceptional service to Treasury Management clients by addressing inquiries and resolving issues.
  • Lead and manage TM Client Support teams; monitor workflow and performance.
  • Ensure compliance with Bank policy, NACHA rules and regulatory requirements.
  • Train and onboard new hires to ensure understanding of roles and processes.
  • Develop collaborative relationships with other bank departments.

Skills

Treasury Management
Client Support
Supervisory Experience
Bilingual Spanish
Coaching
Process Improvement
System Migrations

Tools

Excel
Word

Job description

Sunflower Bank, N.A. in Overland Park, KS, seeks a Treasury Management Operations Specialist (Client Support) to deliver exceptional service to TM clients by addressing inquiries, resolving issues, and fulfilling requests.

The role requires leadership of a team, adherence to service standards, and knowledge of TM products. Responsibilities include managing workflows, coaching staff, and ensuring KPI targets are met while maintaining compliance with bank policies and NACHA rules.

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