Treasury Management Operations Lead — Client Support

Sunflower Bank NA; Naples (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) Plan with 6% Match

Health/Dental/Vision Insurance

Tuition Reimbursement

Paid Time Off

Job summary

Sunflower Bank, N.A. is seeking a Treasury Management Operations Specialist (Client Support) to deliver exceptional service to Treasury Management clients by addressing inquiries, resolving issues, and fulfilling service requests by phone and email.

This full-time role oversees workflow, trains new hires, and ensures KPI/SLA targets are met while supporting ACH, RDC, Wire, and other Treasury products in a fast-paced environment.

Qualifications

• Three years of Treasury Management Client Support experience required.
• Five years of supervisory experience preferred.
• Bilingual Spanish preferred.
• Experience supervising or leading client support, customer service, or operations teams.

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 as needed, in person.

Skills

Organizational skills

Interpersonal skills

Problem solving

Team leadership

Self-starter

Attention to detail

Adaptability

Client service orientation

Education

Three years of Treasury Management Client Support experience

Five years of supervisory experience preferred

Bilingual Spanish preferred

Experience supervising client support / operations teams

Tools

Excel

Word

Job description

Sunflower Bank, N.A. is seeking a Treasury Management Operations Specialist (Client Support) to deliver exceptional service to Treasury Management clients by addressing inquiries, resolving issues, and fulfilling service requests by phone and email.

This full-time role oversees workflow, trains new hires, and ensures KPI/SLA targets are met while supporting ACH, RDC, Wire, and other Treasury products in a fast-paced environment.