Treasury Onboarding & Implementation Coordinator II

Sunflower Bank NA

Plano (TX)

On-site

USD 70,000 - 100,000

Full time

2 days ago
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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
Plus many more associate perks & &

Job summary

Sunflower Bank, N.A. is seeking a Treasury Management Implementation Coordinator II to oversee onboarding of treasury services for clients.

You will coordinate project requirements, gather documentation, and serve as the primary client contact through the implementation lifecycle. The role requires collaboration with Treasury Operations, sales, and clients to ensure accurate setup and training, while maintaining regulatory compliance and ethical standards.

Qualifications

  • Bachelor's degree or equivalent work experience.
  • 1–3 years Treasury Management experience.
  • Four years of Project Management or related experience.
  • Strong analytical and problem-solving skills.
  • Ability to manage multiple tasks and deadlines.
  • Proficient in Microsoft Office Suite.
  • Strong verbal and written communications skills.
  • Strong planning and organizational skills.
  • Bondable.

Responsibilities

  • Coordinate the implementation effort for the company’s commercial fee-based services.
  • Ensure proper documentation is completed.
  • Coordinate with Treasury Operations to onboard services.
  • Provide customer installation and training.
  • Assist sales team with required due diligence for remote deposit and ACH services.
  • Provide high level customer support.
  • Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
  • Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
  • Understand and participate in the Bank’s Community Reinvestment Act program.
  • Perform other duties as assigned.

Skills

Analytical skills
Project management
Microsoft Office
Verbal and written communication
Planning and organizing

Education

Bachelor's degree or equivalent

Job description

Sunflower Bank, N.A. is seeking a Treasury Management Implementation Coordinator II to oversee onboarding of treasury services for clients.

You will coordinate project requirements, gather documentation, and serve as the primary client contact through the implementation lifecycle. The role requires collaboration with Treasury Operations, sales, and clients to ensure accurate setup and training, while maintaining regulatory compliance and ethical standards.

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