Treasury Management Operations Lead | Client Support

Sunflower Bank Mortgage Lending

Scottsdale (AZ)

On-site

USD 65,000 - 90,000

Full time

5 days ago
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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 join our team in Scottsdale.

This full-time role (40 hours/week) focuses on delivering exceptional client support for Treasury Management services, including ACH, RDC, and Online Banking, while leading a team and maintaining KPI/ SLA standards. The ideal candidate will have at least three years in Treasury Management Client Support with supervisory experience.

Qualifications

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

Responsibilities

  • Provide exceptional service to internal and external customers.
  • Manage the workflow of employees, create team schedules and delegate tasks.
  • Assess employee performance and identify areas for improvement.
  • Ensure KPIs, SLAs, and performance standards are met.
  • Train and onboard new hires to ensure they understand their role.
  • Act as escalation point for Treasury Management Client Support issues.
  • Provide client support for Treasury Management products and services (ACH Origination, Remote Deposit Capture, Online Wire Transfers, etc.).
  • Assist clients with file format setup and support for ACH, Wires and Positive Pay.
  • Answer calls and responses from clients and internal staff.
  • Develop collaboration with other Bank departments.

Skills

Customer Service
Supervisory Experience
Bilingual Spanish
Treasury Management

Job description

Sunflower Bank, N.A. is seeking a Treasury Management Operations Specialist (Client Support) to join our team in Scottsdale.

This full-time role (40 hours/week) focuses on delivering exceptional client support for Treasury Management services, including ACH, RDC, and Online Banking, while leading a team and maintaining KPI/ SLA standards. The ideal candidate will have at least three years in Treasury Management Client Support with supervisory experience.

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