Treasury Management Operations Lead (Client Support)

Sunflower Bank Mortgage Lending

Salina (KS)

On-site

USD 60,000 - 80,000

Full time

3 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
Paid Time Off
Volunteer Leave
Paid Holidays

Job summary

Sunflower Bank, N.A. is seeking an energetic Treasury Management Operations Specialist (Client Support) to join our team. This full-time role supports a range of Treasury Management services and requires leadership and strong client service skills.

Strong emphasis on coaching, process improvement, and adherence to regulatory rules, with bilingual Spanish preferred. Work hours align with Treasury Management client support operations, 7:30 a.m. to 7:30 p.m. CST.

Qualifications

  • Three years of Treasury Management Client Support experience.
  • Five years of supervisory experience preferred.
  • Bilingual (Spanish) preferred.
  • Experience supervising or leading client support, customer service, or operations teams.
  • Proven coaching, performance management, and employee development skills.
  • 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 employees, create team schedules and delegate tasks.
  • Assess the work performance of employees and identify areas for improvement.
  • Ensure that KPIs, SLAs, and Performance Standards are met.
  • Train and onboard new hires to ensure they understand their role.
  • Act as an escalation point for Treasury Management Client Support issues.
  • Provide client support for all Treasury Management products and services (ACH Origination, RDC, Wires, Positive Pay, Online Banking, Bill Pay, Sweep Accounts, Lockbox).
  • Assist clients with file format setup and support for ACH, Wires and Positive Pay.
  • Answer calls and emails from Clients and internal Bank personnel.
  • Develop and maintain collaborative relationships with other Bank departments.
  • Lead and manage teams effectively.
  • Maintain knowledge of all TM functions.

Skills

Customer service
Team leadership
Training and onboarding
Process improvement
Microsoft Excel
Microsoft Word
Technical troubleshooting
Bilingual Spanish

Tools

Microsoft Office

Job description

Sunflower Bank, N.A. is seeking an energetic Treasury Management Operations Specialist (Client Support) to join our team. This full-time role supports a range of Treasury Management services and requires leadership and strong client service skills.

Strong emphasis on coaching, process improvement, and adherence to regulatory rules, with bilingual Spanish preferred. Work hours align with Treasury Management client support operations, 7:30 a.m. to 7:30 p.m. CST.

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