Treasury Management Operations Lead — Client Support

Socket.dev; El Paso (TX); On-site; USD 55,000 - 85,000; 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

Plus many more associate perks & -

Job summary

Sunflower Bank, N.A. in El Paso, TX is seeking a Treasury Management Operations Specialist (Client Support) to deliver outstanding service to TM clients and coordinate a team to meet KPIs.

The role involves handling inquiries by phone and email, resolving issues, and guiding new hires through training and onboarding processes. Applicants should have at least three years in Treasury Management Client Support, and five years of supervisory experience are preferred.

Qualifications

• Three years of Treasury Management Client Support experience.
• Five years of supervisory experience preferred.
• Bilingual (Spanish) preferred.

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, but not limited to, 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 as needed, 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.
• Develop and maintain a collaborative relationship with other Bank departments.
• Perform permanent and temporary ACH, RDC and Wire limit increases adhering to procedures.
• Ensure compliance with Bank policy and procedure, Federal Regulation and NACHA Rules.
• Maintain a working knowledge of all TM functions.
• Monthly review of customer calls handled by TM employees
• Annual Risk Review
• Considerable knowledge of Bank or Treasury Management products and services required.
• Ability to lead and manage teams effectively
• Strong organizational and interpersonal skills.
• Demonstrated ability to break down problems, investigate root causes and identify timely resolutions.
• Demonstrated ability to learn new processes and to adapt and thrive in a fast paced, changing environment.
• Ability to maintain attention on the matter at hand with frequent interruptions during the day.
• Ability to assist in system upgrade testing and system migrations.
• Attend and participate/delivery critical information in in-person or virtual calls.
• Proficient PC skills including familiarity with browsers, experience with Microsoft Office, especially Excel and Word, and proficiency at keyboarding.
• Comfort with troubleshooting technical issues.
• Ability to effectively present information in one-on-one and small group situations, to clients and other employees in the organization.
• Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
• Perform other duties as assigned.
• Ability to work flexible hours, Treasury Management Client Support hours of operation are 8:00 a.m.-7:00 p.m. CST.
• Strong attention to detail.
• Self-starter.

Skills

Customer service

Team leadership

Bilingual Spanish

Tools

MS Office

Excel

Word

Job description

Sunflower Bank, N.A. in El Paso, TX is seeking a Treasury Management Operations Specialist (Client Support) to deliver outstanding service to TM clients and coordinate a team to meet KPIs.

The role involves handling inquiries by phone and email, resolving issues, and guiding new hires through training and onboarding processes. Applicants should have at least three years in Treasury Management Client Support, and five years of supervisory experience are preferred.