Treasury Management Operations Lead – Client Support

Sunflower Bank; Plano (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) Match

Health Insurance

Life Insurance

Tuition Reimbursement

Fitness Reimbursement

Paid Time Off

Volunteer Leave

Paid Holidays

Job summary

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

This full-time role requires coordinating workloads, monitoring performance, and training new staff in a fast-paced environment. The position emphasizes adherence to procedures, regulatory guidelines, and strong teamwork across bank departments, with a focus on accurate,

Qualifications

• Three years of previous work experience in Treasury Management Client Support required.
• Five years of supervisory experience preferred.
• Bilingual (Spanish) preferred.
• Demonstrated success with coaching, performance management, and employee development.
• Proven ability to motivate teams in high-volume or fast-paced environments.
• Experience identifying and implementing process improvements or efficiencies.
• 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 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.

Job description

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

This full-time role requires coordinating workloads, monitoring performance, and training new staff in a fast-paced environment. The position emphasizes adherence to procedures, regulatory guidelines, and strong teamwork across bank departments, with a focus on accurate,