Treasury Management Ops Lead — Client Support (Bilingual)

Sunflower Bank; El Paso (TX); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) Plan with 6% Match

Health/Dental/Vision Insurance

Company-paid Life Insurance

Tuition Reimbursement

Paid Time Off

Volunteer Leave

Paid Holidays

Job summary

Sunflower Bank, N.A. is seeking a Treasury Management Operations Specialist (Client Support) for full-time, 40 hours/week in an on-site Texas location. Bilingual (Spanish) preferred.

The role focuses on delivering exceptional service, handling inquiries, and supporting a range of Treasury Management products and services. Responsibilities include leading a team, meeting KPIs/SLA, training new hires, and acting as escalation point for client issues.

Qualifications

• Three years of Treasury Management Client Support experience.
• Five years of supervisory experience preferred.
• Bilingual (Spanish) preferred.
• Demonstrated success with coaching, performance management, and employee development.
• Experience supervising or leading client support, customer service, or operations teams.
• Experience implementing process improvements or efficiencies.

Responsibilities

• Provide exceptional service to Treasury Management clients by addressing inquiries and fulfilling service requests.
• 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.

Job description

Sunflower Bank, N.A. is seeking a Treasury Management Operations Specialist (Client Support) for full-time, 40 hours/week in an on-site Texas location. Bilingual (Spanish) preferred.

The role focuses on delivering exceptional service, handling inquiries, and supporting a range of Treasury Management products and services. Responsibilities include leading a team, meeting KPIs/SLA, training new hires, and acting as escalation point for client issues.