Treasury Management Implementation Specialist II

Sunflower Bank

Irvine (CA)

On-site

USD 65,000 - 85,000

Full time

5 days ago
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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
Plus many more associate perks & &

Job summary

Sunflower Bank, N.A. in Irvine, CA is seeking a Treasury Management Implementation Coordinator II to lead deployment of treasury services for commercial clients.

You will gather requirements, document processes, and serve as the primary liaison between customers and Treasury Operations throughout the project lifecycle. Ideal candidates hold a Bachelor's degree, 1–3 years Treasury Management, and 4+ years in project management, with strong analytical, planning, and communication skills.

Qualifications

  • 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.

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.

Skills

Analytical skills
Problem solving
Verbal and written communication
Planning and organizational skills
Multi-tasking ability
Bondable

Education

Bachelor’s Degree or equivalent work experience

Tools

Microsoft Office Suite

Job description

Sunflower Bank, N.A. in Irvine, CA is seeking a Treasury Management Implementation Coordinator II to lead deployment of treasury services for commercial clients.

You will gather requirements, document processes, and serve as the primary liaison between customers and Treasury Operations throughout the project lifecycle. Ideal candidates hold a Bachelor's degree, 1–3 years Treasury Management, and 4+ years in project management, with strong analytical, planning, and communication skills.

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