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Guardian Mortgage · 3 hours ago

Treasury Management Operations Supervisor (Client Support)

Plano, TX

Full-time

Onsite

Mid, Senior Level

3+ years exp

Sunflower Bank, N.A. is a full-service financial institution looking for an energetic individual to fill the position of Treasury Management Operations Supervisor (Client Support). This role is responsible for leading a team that delivers high-quality client support services to Treasury Management clients, ensuring efficient handling of inquiries and performance management.

FinanceFinancial ServicesLending

Responsibilities

Provide exceptional service to internal and external customers

Manage the workflow of their employees, create team schedules and delegate tasks

Assess the work performance of their employees and identify areas that need improvement

Ensure that KPI’s, SLA’s, and Performance Standards are met

Train and onboard new hires to ensure they understand their role

Acts 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 to clients for all Treasury Management products and services 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 adhering to procedures

Ensure compliance with Bank policy and procedure, Federal Regulation and NACHA Rules

Maintain a working knowledge of all TM functions

Monthly review of customer calls handled by TM employees

Annual Risk Review

Considerable knowledge of Bank or Treasury Management products and services required

Ability to lead and manage teams effectively

Strong organizational and interpersonal skills

Demonstrated ability to break down problems, investigate root causes and identify timely resolutions

Demonstrated ability to learn new processes and to adapt and thrive in a fast paced, changing environment

Ability to maintain attention on the matter at hand with frequent interruptions during the day

Ability to assist in system upgrade testing and system migrations

Attend and participate/delivery critical information in in-person or virtual calls

Proficient PC skills including familiarity with browsers, experience with Microsoft Office, especially Excel and Word, and proficiency at keyboarding

Comfort with troubleshooting technical issues

Ability to effectively present information in one-on-one and small group situations, to clients and other employees in the organization

Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions

Perform other duties as assigned

Ability to 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

Qualification

Treasury ManagementClient SupportSupervisory ExperiencePerformance ManagementProcess ImprovementTechnical TroubleshootingMicrosoft OfficeOrganizational SkillsInterpersonal SkillsAttention to Detail

Required

Provide exceptional service to internal and external customers

Manage the workflow of their employees, create team schedules and delegate tasks

Assess the work performance of their employees and identify areas that need improvement

Ensure that KPI's, SLA's, and Performance Standards are met