Treasury Management Operations Specialist (Client Support)

About the Role

Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to join our team as a full-time Treasury Management Operations Specialist (Client Support). This role works 40 hours per week and serves as a key point of contact for Treasury Management clients, ensuring a high-quality experience while adhering to service standards and operational procedures. Bilingual (Spanish) speaking is preferred.

Responsibilities

• Provide exceptional service to internal and external customers.
• Manage the workflow of team members, create schedules, and delegate tasks.
• Assess employee performance and identify areas for improvement.
• Ensure KPIs, SLAs, and Performance Standards are met.
• Train and onboard new hires.
• Act as an escalation point for Treasury Management Client Support issues.
• Provide client support for Treasury Management products and services, including ACH Origination, Remote Deposit Capture, Online Wire Transfers, Positive Pay, Commercial Online Banking, Bill Pay, Sweep Accounts, and Lockbox.
• Support and train clients on Treasury Management products via phone, web conferencing, and in-person as needed.
• Assist clients with file format setup and support for ACH, Wires, and Positive Pay.
• Answer incoming calls and respond to requests from clients and internal bank personnel.
• Develop and maintain collaborative relationships with other bank departments.
• Perform permanent and temporary ACH, RDC, and Wire limit increases while adhering to procedures.
• Ensure compliance with Bank policy, Federal Regulation, and NACHA Rules.
• Maintain a working knowledge of all Treasury Management functions.
• Conduct monthly reviews of customer calls handled by Treasury Management employees.
• Perform annual risk reviews.
• Assist in system upgrade testing and migrations.
• Attend and participate in in-person or virtual calls to deliver critical information.
• Perform other duties as assigned.

Requirements

• Three years of previous work experience in Treasury Management Client Support required.
• Five years of previous supervisory experience preferred.
• Prior experience supervising or leading client support, customer service, or operations teams.
• Bilingual (Spanish) preferred.
• Demonstrated success with coaching, performance management, and employee development.
• Proven ability to motivate teams in high-volume or fast-paced environments.
• Experience identifying and implementing process improvements or efficiencies.
• Experience supporting change initiatives or system implementations.
• Considerable knowledge of Bank or Treasury Management products and services.
• Strong organizational and interpersonal skills.
• Demonstrated ability to break down problems, investigate root causes, and identify timely resolutions.
• Ability to adapt and thrive in a fast-paced, changing environment.
• Strong attention to detail and ability to maintain focus despite frequent interruptions.
• Proficient PC skills, including familiarity with browsers, Microsoft Office (especially Excel and Word), and keyboarding.
• Comfort with troubleshooting technical issues.
• Ability to effectively present information in one-on-one and small group settings.
• Ability to work flexible hours; Treasury Management Client Support hours of operation are 8:00 a.m.–7:00 p.m. CST.

Benefits

• 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 & incentives

Working Conditions

The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.