Treasury Management Client Support Lead

Socket.dev; Overland Park (KS); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) Plan with 6% Match

Health/Dental/Vision Insurance

Company-paid Life Insurance

Tuition Reimbursement

Fitness Reimbursement

Paid Time Off

Volunteer Leave

Paid Holidays

Job summary

Sunflower Bank, N.A. is seeking an energetic Treasury Management Operations Specialist (Client Support) to deliver exceptional service to Treasury Management clients.

The role handles inquiries and service requests by phone and email, serving as a primary contact for clients while meeting service standards and performance goals. The full-time position involves supervising a team, training new hires, and ensuring adherence to policies, with a 40-hour work week and preferred Spanish bilingual

Qualifications

• Three years of previous work experience in Treasury Management Client Support.
• 5 years of supervisory experience preferred.
• Bilingual Spanish preferred.
• Experience coaching, performance management, and employee development.
• Experience supporting change initiatives or system implementations.

Responsibilities

• Provide exceptional service to internal and external customers.
• Manage the workflow of their employees, create team schedules and delegate tasks.
• Assess the work performance of their employees and identify areas that need improvement.
• Ensure that KPI’s, SLA’s, and Performance Standards are met.
• Train and onboard new hires to ensure they understand their role.
• Acts as an escalation point for Treasury Management Client Support issues.
• Provide client support for all Treasury Management products and services; including ACH Origination, Remote Deposit Capture, Online Wire Transfers, Positive Pay, Commercial Online Banking, Bill Pay, Sweep Accounts and Lockbox.
• Provide client support and training to clients for all Treasury Management products and services over the phone, remotely using web conferencing software and in person.
• Assist clients with file format setup and support for ACH, Wires and Positive Pay.
• Answer incoming calls and respond to requests received by phone and email from Clients, and internal Bank personnel.

Skills

Treasury management

Customer service

Supervisory experience

Spanish bilingual

Problem solving

Microsoft Excel

Microsoft Word

Tools

Microsoft Excel

Microsoft Word

Job description

Sunflower Bank, N.A. is seeking an energetic Treasury Management Operations Specialist (Client Support) to deliver exceptional service to Treasury Management clients.

The role handles inquiries and service requests by phone and email, serving as a primary contact for clients while meeting service standards and performance goals. The full-time position involves supervising a team, training new hires, and ensuring adherence to policies, with a 40-hour work week and preferred Spanish bilingual