Treasury Management Ops Lead - Client Support

Sunflower Bank NA; Santa Fe (NM); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

401(k) Plan with 6% Match

Health/Dental/Vision Insurance

Company-paid 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 outstanding client service and manage a team in a fast-paced environment.

The role focuses on resolving inquiries across TM products like ACH, RDC, wire transfers, and Online Banking, with emphasis on accuracy and adherence to standards. The position requires 3 years in TM client support, 5 years of supervisory experience preferred, and bilingual Spanish optional.

Qualifications

• Three years of Treasury Management Client Support experience.
• Five years of supervisory experience 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, 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.
• 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.
• Ability to effectively present information in one-on-one and small group situations, to clients and other employees in the organization.
• Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
• Perform other duties as assigned.
• Ability to work flexible hours, Treasury Management Client Support hours of operation are 7:30 am - 7:30 p.m. CST.
• Strong attention to detail.
• Self-starter.

Skills

Team leadership

Customer service

Attention to detail

Problem solving

Training and onboarding

Job description

Sunflower Bank, N.A. is seeking a Treasury Management Operations Specialist (Client Support) to deliver outstanding client service and manage a team in a fast-paced environment.

The role focuses on resolving inquiries across TM products like ACH, RDC, wire transfers, and Online Banking, with emphasis on accuracy and adherence to standards. The position requires 3 years in TM client support, 5 years of supervisory experience preferred, and bilingual Spanish optional.