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Treasury Management Operations Specialist; Client Support

Job in Plano, Collin County, Texas, 75086, USA
Listing for: Sunflower Bank Mortgage Lending
Full Time position
Listed on 2026-06-05
Job specializations:
  • Finance & Banking
    Risk Manager/Analyst, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Treasury Management Operations Specialist (Client Support)

Job Overview

At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we’ve been committed to serving our communities and supporting the team members who make it all possible. As a full‑service financial institution, we offer a full range of relationship‑focused services to meet personal, business, and wealth‑management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates.

Learn more about Sunflower Bank, N.A. at

Treasury Management Operations Specialist (Client Support)

Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full‑time Treasury Management Operations Specialist (Client Support).

Responsibilities
  • Provide exceptional service to internal and external customers.
  • Manage the workflow of employees, create team schedules, and delegate tasks.
  • Assess employee work performance and identify areas for improvement.
  • Ensure that KPIs, SLAs, and performance standards are met.
  • Train and onboard new hires to ensure they understand their role.
  • Act 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 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 in accordance with procedures.
  • Ensure compliance with bank policy, procedure, Federal Regulation, and NACHA Rules.
  • Maintain a working knowledge of all Treasury Management functions.
  • Monthly review of customer calls handled by Treasury Management employees.
  • Annual risk review.
  • Demonstrate considerable knowledge of bank or Treasury Management products and services.
  • Possess the ability to lead and manage teams effectively.
  • Show strong organizational and interpersonal skills.
  • Demonstrate the ability to break down problems, investigate root causes, and identify timely resolutions.
  • Demonstrate the ability to learn new processes and adapt to a fast‑paced, changing environment.
  • Maintain focus amid frequent interruptions.
  • Assist in system upgrade testing and migrations.
  • Attend and participate in delivering critical information in in‑person or virtual calls.
  • Possess proficient PC skills, including familiarity with browsers, experience with Microsoft Office (especially Excel and Word), and proficiency at keyboarding.
  • Be comfortable troubleshooting technical issues.
  • Effectively present information in one‑on‑one and small‑group settings to clients and other employees.
  • Treat people with respect, keep commitments, inspire trust, work ethically, uphold values, and accept responsibility for own actions.
  • Perform other duties as assigned.
  • Work flexible hours;
    Treasury Management Client Support hours of operation are 8:00 a.m.–7:00 p.m. CST.
  • Strong attention to detail.
  • Self‑starter.
Education/Experience Preferred
  • 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.
  • 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.
Pay

Pay is dependent on knowledge, skills, abilities, experience, and location.

Working Conditions

The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend…

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