Treasury Management Ops Lead—Client Support

Sunflower Bank, N.A.; Overland Park (KS); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k) Plan with 6% Match

Health/Dental/Vision Insurance

Company-paid Life Insurance

Job summary

Sunflower Bank, N.A. is seeking an energetic, highly motivated Treasury Management Operations Specialist (Client Support) for a full-time, on-site role in Overland Park, KS. You will deliver exceptional service to Treasury Management clients by phone and email while coordinating with internal teams.

The position emphasizes leadership of a team, strong organizational skills, and the ability to manage workflows, training, and process improvements in a fast-paced environment.

Qualifications

• Three years of Treasury Management Client Support experience required.
• Five years of supervisory experience preferred.
• Demonstrated success with coaching, performance management, and employee development.
• Bilingual Spanish preferred.

Responsibilities

• Provide exceptional service to Treasury Management clients by phone and email.
• 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.
• 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.
• Maintain a working knowledge of all TM functions.
• Monthly review of customer calls handled by TM employees
• Annual Risk Review

Skills

Self-starter

Bilingual Spanish

Education

Three years Treasury Management Client Support

Job description

Sunflower Bank, N.A. is seeking an energetic, highly motivated Treasury Management Operations Specialist (Client Support) for a full-time, on-site role in Overland Park, KS. You will deliver exceptional service to Treasury Management clients by phone and email while coordinating with internal teams.

The position emphasizes leadership of a team, strong organizational skills, and the ability to manage workflows, training, and process improvements in a fast-paced environment.