Treasury Management Operations Lead | Client Support

Sunflower Bank Mortgage Lending; Santa Fe (NM); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) Match

Health Insurance

Dental Insurance

Vision 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 Treasury Management clients by addressing inquiries, resolving issues, and fulfilling service requests by phone and email.

This full-time role handles client support for TM products (ACH Origination, Remote Deposit Capture, Online Wire Transfers, Bill Pay, Sweep Accounts, Lockbox) and will train new hires while ensuring KPI targets are met. Bilingual Spanish preferred.

Qualifications

• Three years of Treasury Management Client Support experience.
• Five years of supervisory experience preferred.
• Experience coaching, performance management, and employee development.
• 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 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.
• 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.

Skills

Customer service

Supervisory experience

Bilingual Spanish

Communication

Problem solving

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 handles client support for TM products (ACH Origination, Remote Deposit Capture, Online Wire Transfers, Bill Pay, Sweep Accounts, Lockbox) and will train new hires while ensuring KPI targets are met. Bilingual Spanish preferred.