Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Treasury Management Operations Specialist (Client Support)

Sunflower Bank Mortgage Lending

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 sunflowerbank.com. 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 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. Benefits People choose to bank with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates Enjoy Outstanding Benefits, Including: 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! Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. EOE/AA: Minorities/Females/Disabled/Vets. Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law. If you qualify, apply online at If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. #J-18808-Ljbffr

Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Treasury Management Operations Specialist (Client Support) in Plano, TX vacancy
  •  ...progressive banking institution in Plano is seeking an Operations Services Specialist to support retail operations by ensuring accurate and compliant transaction...  ...will have at least 3 years of banking experience, a client-first mindset, and a strong understanding of retail... 
    Suggested

    Beal Bank USA

    Plano, TX
    3 days ago
  • $45k - $50k

     ...Role Title: Client Success & Operations Coordinator Department: Operations / Client Success...  ...exceptional experiences for clients, supporting successful events, and helping leadership...  ..., administrative support, project management, and operational follow-through into... 
    Suggested
    Full time
    For contractors

    Phillips Home Improvements

    Allen, TX
    2 days ago
  • Hancock Whitney is seeking a Senior Commercial Client Administrator in Plano, Texas, to provide vital administrative support to Relationship Managers and clients. The role demands expertise in client inquiries, loan documentation, and financial matters, ensuring compliance... 
    Suggested

    Hancock Whitney

    Plano, TX
    2 days ago
  • Vance Airscoop is seeking a Client Support Specialist to enhance our franchise operations team. This full-time position in Richardson, Texas, plays a critical role...  ...excellent communication skills, and be adept at managing multiple projects to achieve operational... 
    Suggested
    Full time

    Vance Airscoop

    Richardson, TX
    2 days ago
  • $28 - $37 per hour

    Kyocera International, Inc. in Richardson, TX is hiring a Sales Administrator responsible for managing customer inquiries and supporting the outside sales force. The candidate should have a 2-year AA degree, 5+ years in sales support, and excellent communication and organizational... 
    Suggested
    Hourly pay

    Kyocera International, Inc. (North America)

    Richardson, TX
    1 day ago
  • Cain Watters & Associates, LLC is seeking an Investment Operations Client Support Specialist. This role is responsible for coordinating and maintaining investment account openings and service requests while ensuring client confidentiality. The ideal candidate has a college... 
    Full time
    Work at office

    Cain Watters & Associates, LLC

    Frisco, TX
    2 days ago
  • $10k

     ...Institutional Group (FIIG) provides asset management to a diverse client base of investors, including...  ...The Opportunity:   The Client Operations Analyst works directly with our Asset...  ...report to the Team Leader who will support your skill and career development. You... 
    Contract work
    Work at office
    Work from home
    Overseas

    Fisher Investments Careers

    Plano, TX
    1 day ago
  •  ...financial services firm in Plano, TX is seeking an International Client Services Associate to join their International Private...  ...This onsite role involves working closely with UK clients, managing operational aspects of client relationships, and collaborating with various... 

    Fisher Investments

    Plano, TX
    2 days ago
  •  ...meaningful results. TruePoint operates in a hybrid work...  ...professional development. As the Client Operations Specialist, you will own client delivery...  ...executed with precision to support client satisfaction and...  ...thinking, and the ability to manage multiple workflows in a fast... 
    Work at office
    Local area
    Remote work

    TruePoint Communications

    Addison, TX
    1 day ago
  • TruePoint Communications is seeking a Client Operations Specialist in Addison, Texas, who will manage client operations and ensure satisfaction while optimizing resource deployment. The ideal candidate will possess strong financial reporting and analytical skills with 4... 

    TruePoint Communications

    Addison, TX
    2 days ago
  •  ...Operations Specialist CL - Frisco TX Location - Frisco, TX 75033 Overview...  ...the expectations of our clients, each and every time we are...  ...coordination of supply chain management with other functional areas...  ...supply chains that support business strategies adapted... 
    Full time
    Work at office
    Local area
    Shift work

    PGL

    Frisco, TX
    20 days ago
  • $65k - $70k

     ...advisory and technology for our clients. We are committed to hiring...  ...brighter way forward. Operations Specialist - JLL What this job...  .... Your knowledge of project management from start to finish will speak to your ability to support your team in delivering construction... 
    Daily paid
    Local area
    Remote work
    Shift work

    JLL

    Plano, TX
    1 day ago
  •  ...big firms at a scale that works for our clients, with highly experienced bankers who truly...  ...for processing the day to day debit operation of the debit card program including ordering...  ...to the card programs Responsible for managing general ledgers related to card... 
    Work at office
    Immediate start
    Day shift

    Texas Capital Bank

    Richardson, TX
    5 days ago
  •  ...financial company is looking for a Retirement Plan Specialist to work remotely. You will assist clients in managing their 401(k) plans, ensuring compliance and...  ...filings. This position offers a competitive hourly wage and a supportive work environment. #J-18808-Ljbffr
    Hourly pay
    Remote work

    Guidant Financial

    Plano, TX
    4 days ago
  •  ...seeking a Legal Technology Operations Specialist to serve as a critical operational...  ...at the intersection of IT support, legal practice workflows,...  ...Administer and support client file transfers, ensuring...  ...Support the firm's document management and practice management platforms... 
    Work at office
    Immediate start
    Remote work
    Relocation
    Weekend work
    Afternoon shift
    Early shift

    FERGUSON BRASWELL FRASER & KUBASTA PC

    Plano, TX
    1 day ago
  • Job Description: Reporting to the Managing Director of Operations, the Operations Processor is responsible...  ...custodians as required to assist client service or other Retirement Planners...  ...Retirement Planners to ensure that they are supported by the Operations Team in a manner... 
    Work experience placement

    RPOA Advisors Inc

    Plano, TX
    2 days ago
  •  ...moderately complex business planning, support, and project-related duties....  ...business needs. The Trust Specialist works on a centralized team...  ...customer service to Trust clients and key partners in Wealth with...  ...Responsibilities and Duties Manages the set-up, implementation,... 
    Work experience placement

    TIAA

    Frisco, TX
    15 hours ago
  •  ...work flow synergies with its clients and business partners....  ...Innovation. Purpose The Operations Specialist II intake position will be responsible...  ...products Ability to manage and prioritize large...  ...and consulting services to support emotional health and wellbeing... 
    Full time
    Work at office
    Local area
    Remote work
    Work from home
    Flexible hours

    Aldridge Pite LLP

    Plano, TX
    17 days ago
  •  ...inefficient Pharmacy Benefit Management (PBM) sector by building a...  ...that is resonating with clients all across the country. Company...  ...is looking for a Partner Operations Specialist to join the team to collaborate...  .... Collaborate and provide support for member support and... 
    Temporary work
    Work at office
    Flexible hours

    SmithRx

    Plano, TX
    4 days ago
  •  ...Wealth Management Mortgage Processing Specialist Join a team where your attention to detail and problem-solving...  ...a real impact for Private Bank clients. As a Wealth Management Mortgage...  ...in wealth management. Experience a supportive environment that values your initiative... 
    Bank staff
    Flexible hours

    Chase

    Plano, TX
    2 days ago
  • Tiffany & Co. is looking for an Operations Professional in Plano, Texas. The ideal candidate will manage back-of-house operations while delivering exceptional client service. Key responsibilities include inventory management, operational efficiency, and fostering client... 
    Flexible hours

    Tiffany & Co.

    Plano, TX
    3 days ago
  •  ...Warehouse Operations Specialist This position is responsible for servicing...  ...Essential Functions: Manage workflow to ensure all loans...  ...ship. Responsible for daily client correspondence and customer...  .... Provide cross-function support to funding, accounting, and... 
    Work experience placement
    Remote work

    Primis Financial Corp.

    Frisco, TX
    1 day ago
  •  ...inherent in the position. JOB RESPONSIBILITIES Manage all daily inbound packages and mail. Open and sort inbound mail by client, document type, and other parameters....  ...attention to detail at all times. Troubleshoot the operation of production equipment. Maintain... 
    Hourly pay

    Administe

    Plano, TX
    4 days ago
  •  ...margins, enable fintechs to operate cross-border at scale, and support technology platforms in...  .... Operations Services Specialist plays a critical role in...  ...internal teams and external clients. This role is ideal for a...  ...are not limited to): Manage and prioritize daily workloads... 
    Local area
    Relocation

    Monet Bank

    Plano, TX
    3 days ago
  • Monet Bank is seeking an Operations Services Specialist in Plano, Texas. This role involves managing daily workloads, ensuring compliance...  ..., and providing operational support for consumer deposit and...  ...ideal candidate will have a client-first attitude, a strong knowledge... 

    Monet Bank

    Plano, TX
    2 days ago
  •  ...financial institution in Texas is seeking an Operations Services Specialist to ensure seamless and compliant...  ...have strong banking experience, a client-first approach, and excellent communication...  ...skills. Responsibilities include managing daily workloads, processing client... 

    Monet Bank

    Plano, TX
    4 days ago
  •  ...Americas is seeking a Manufacturing Sales Operations Specialist in Plano, Texas. This role focuses on achieving sales goals, managing client relationships, and overseeing processes...  ...a sustainable future while working in a supportive environment that fosters professional... 

    Delta Electronics Americas

    Plano, TX
    4 days ago
  •  ...power supplies and thermal management products with a thriving portfolio...  ...: The Manufacturing Sales Operations Specialist position focuses on...  ...annual sales goals, managing client relationships, and overseeing...  ...accurate documentation to support operational and sales... 
    Worldwide

    Delta Electronics Americas

    Plano, TX
    4 days ago
  • $31 - $33.65 per hour

    Job Title Warehouse Operations Specialist Location Plano, TX Work Schedule Mon -...  ...Group is hiring on behalf of our client for a Warehouse Operations Specialist. This role supports daily warehouse lending...  ...organizational skills, and the ability to manage multiple responsibilities in... 
    Contract work
    Work at office
    Local area

    Addison Group

    Frisco, TX
    2 days ago
  •  ...IT Solutions & Service company is seeking a Sales Operations Specialist who support Sales/Account Managers in excuting and managing projects by maintaining data...  ...with Account Managers on communication with clients and internal teams ~ Collect and consolidate information... 
    Contract work

    Activ8 Recruitment & Solutions

    Plano, TX
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Treasury Management Operations Specialist (Client Support). Be the first to apply!