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 Sunflower Bank Mortgage Lending
- Sunflower Bank is looking for an energetic, highly motivated individual to fill the position of Treasury Management Operations Specialist (Client Support). Responsibilities Provide exceptional service to internal and external customers. Manage the workflow of employees...SuggestedPermanent employmentTemporary workWork experience placementWork at officeRemote workFlexible hours
- ...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
- FashionUnited is seeking an Operations Professional in Plano, Texas, to drive store sales through outstanding client service and effective inventory management. As a key part of the back of house operations, you will ensure operational excellence and maintain strong communication...Suggested
$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...SuggestedFull timeFor contractors- The Credit Union of Texas is looking for a Card Operations Specialist to deliver exceptional service for credit, debit, and prepaid card products. This role involves responding to member inquiries, processing disputes, and maintaining compliance with financial regulations...Suggested
- 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...
- 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...Full time
$65k - $80k
Summary/Objective Reporting to the Investment Operations Manager, the Investment Operations Client Support Specialist is responsible for onsite support related to coordinating, implementing and maintaining all investment account openings, and service requests, while maintaining...Full timeTemporary workWork at officeImmediate startRemote workMonday to Friday- 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 timeWork at office
- ...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...
$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 workWork at officeWork from homeOverseas- ...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 timeWork at officeLocal areaRemote workWork from homeFlexible hours
- 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...
- ...inefficient Pharmacy Benefit Management (PBM) sector by building a... ...that is resonating with clients all across the country.... ...SmithRx is looking for a Partner Operations Specialist to join the SmithRx team to... ...Collaborate and provide support for member support and customer...Temporary workWork at officeFlexible hours
- ...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 timeWork at officeLocal areaShift work
- ...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 officeImmediate startDay shift
$81.2k - $134.3k
...and delivering for our clients, teammates,... ...developing exceptional talent, supporting our teammates’ physical... ...special initiatives or operations. Job expectations... ...Technology Operations Specialist professional will get... ...opportunity to work on managing self‑service applications...Work at officeShift workDay shift- ...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 officeImmediate startRemote workRelocationWeekend workAfternoon shiftEarly shift
- 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
$30 - $34 per hour
Overview A client of Innova Solutions is immediately hiring for a Data Center Operations Specialist . Position type: Full-time, Contract. Duration... ...-on, onsite operational support at the facility in Plano, TX... ...and receiving, inventory management, equipment handling, documentation...Hourly payFull timeContract workTemporary workWork experience placementWork at officeImmediate startWorldwideFlexible hours- 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
- ...customers. Essential Functions Manage workflow to ensure all loans... ...ship. Responsible for daily client correspondence and customer service... ...accounts. Assist Warehouse Operations Manager as needed. Provide cross-function support to funding, accounting, and...Work experience placementRemote work
- Operations Services Specialist (for Monet Bank) What You’ll Do Manage and prioritize daily workloads to meet deadlines while adhering... ...professionally with staff, clients, and cross-functional partners... ...compliance. Provide operational support for both traditional consumer...Local areaRelocation
- ...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...
- ...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
- 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...
- Tyler Technologies, Inc. is seeking a Client Engagement Lead to build strong client partnerships ensuring satisfaction, retention, and success. In this role, you will manage relationships and drive product adoption while understanding clients' technology needs. The ideal...
$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 workWork at officeLocal area- ...individual to service their warehouse lending customers. The successful candidate will manage workflows, review loan documentation for compliance, and ensure diligent communication with clients. An associate or bachelor's degree and 3 years of experience in the financial...Remote work
- 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 Processing... ...wealth management. Experience a supportive environment that values your...Bank staffFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Treasury Management Operations Specialist (Client Support). Be the first to apply!
- ad operations specialist Plano, TX
- field operations coordinator Plano, TX
- global operations specialist Plano, TX
- operations coordinator remote Plano, TX
- remote operations specialist Plano, TX
- people operations specialist Plano, TX
- legal operations associate Plano, TX
- operations management specialist Plano, TX
- operations specialist Plano, TX
- manufacturing operations consultant Plano, TX


