Treasury Management Operations Lead for Client Support

Sunflower Bank

Overland Park (KS)

On-site

USD 60,000 - 90,000

Full time

6 days ago
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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 proactive Treasury Management Operations Specialist (Client Support) to deliver exceptional service to TM clients by handling inquiries, resolving issues, and processing service requests via phone, email, or web conferencing.

This is a full-time, 40-hour-per-week role based in Overland Park, KS. The position oversees TM team workflow, ensures KPI/SLA achievement, and trains new hires while adhering to bank policies and NACHA rules.

Qualifications

  • Three years of Treasury Management Client Support experience required.
  • 5 years of supervisory experience preferred.
  • Bilingual (Spanish) preferred.
  • Experience supervising or leading client support, customer service, or operations teams.
  • Experience identifying and implementing process improvements or efficiencies.

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, but not limited to, ACH Origination, Remote Deposit Capture, Online Wire Transfers, Positive Pay, Commercial Online Banking, Bill Pay, Sweep Accounts and Lockbox.

Skills

Leadership / Team management
Customer service
Organizational skills
Problem solving
Communication skills
Attention to detail

Tools

Excel
Word

Job description

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

This is a full-time, 40-hour-per-week role based in Overland Park, KS. The position oversees TM team workflow, ensures KPI/SLA achievement, and trains new hires while adhering to bank policies and NACHA rules.

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