Treasury Management Implementation Coordinator II

Sunflower Bank NA; Plano (TX); Presencial; USD 70.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

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

Plus many more associate perks & &

Descripción de la vacante

Sunflower Bank, N.A. is seeking a Treasury Management Implementation Coordinator II to oversee onboarding of treasury services for clients.

You will coordinate project requirements, gather documentation, and serve as the primary client contact through the implementation lifecycle. The role requires collaboration with Treasury Operations, sales, and clients to ensure accurate setup and training, while maintaining regulatory compliance and ethical standards.

Formación

• Bachelor's degree or equivalent work experience.
• 1–3 years 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.
• Strong verbal and written communications skills.
• Strong planning and organizational skills.
• Bondable.

Responsabilidades

• Coordinate the implementation effort for the company’s commercial fee-based services.
• Ensure proper documentation is completed.
• Coordinate with Treasury Operations to onboard services.
• Provide customer installation and training.
• Assist sales team with required due diligence for remote deposit and ACH services.
• Provide high level customer support.
• Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
• Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
• Understand and participate in the Bank’s Community Reinvestment Act program.
• Perform other duties as assigned.

Conocimientos

Analytical skills

Project management

Microsoft Office

Verbal and written communication

Planning and organizing

Educación

Bachelor's degree or equivalent

Descripción del empleo

Description

At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com.

Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Treasury Management Implementation Coordinator II.

Description

The Treasury Management Implementation Coordinator II is responsible for facilitating the process to implement various Treasury Management services for our customers. This position gathers, understands, documents, and communicates requirements for all implementation projects. This position acts as the liaison between our customers and Treasury Operations when onboarding new treasury services. This role is the customers’ primary contact at the company for the duration of the project and is responsible for maintaining regular stakeholder updates both internally and to the customer.

Responsibilities

• Coordinate the implementation effort for the company’s commercial fee-based services.
• Ensure proper documentation is completed.
• Coordinate with Treasury Operations to onboard services.
• Provide customer installation and training.
• Assist sales team with required due diligence for remote deposit and ACH services.
• Provide high level customer support.
• Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
• Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
• Understand and participate in the Bank’s Community Reinvestment Act program.
• Perform other duties as assigned.

Education / Experience Preferred

• Bachelor’s Degree or equivalent work experience.
• 1-3 years of Treasury Management experience.
• Four years of Project Management or related experience.
• Must possess strong analytical and problems solving skills.
• Must have ability to manage multiple tasks/projects and deadlines while adapting to changing conditions.
• Must be proficient in Microsoft Office Suite.
• Must possess strong verbal and written communications skills.
• Must possess strong planning and organizational skills.
• Must be bondable.

Pay is dependent on knowledge, skills, abilities, experience, and location.

Working Conditions

The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.

Sunflower Bank Benefits

People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.

Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:

• Rooted in Strength
• Propelled by Growth
• Individuals in a Great Whole
• Creating Possibility
• Community Focused

Associates enjoy outstanding benefits, including:

• 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
• Plus many more associate perks & incentives!

You’ve never worked anyplace like Sunflower Bank!

EOE/AA: Minorities/Females/Disabled/Vets

Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.

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