Treasury Management Implementation Coordinator II

Posted 2 Days Ago
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Plano, TX, USA
In-Office
Mid level
Insurance • Real Estate • Financial Services
The Role
Coordinates implementation of Treasury Management services for commercial customers. Gathers and documents requirements, manages project timelines and stakeholder communications, partners with Treasury Operations, supports due diligence for remote deposit and ACH services, provides customer installation and training, and delivers high-level customer support while ensuring regulatory and company policy compliance.
Summary Generated by Built In

Description

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.

Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Treasury Management Implementation Coordinator II.

Description:

The Treasury Management Implementation Coordinator II is responsible for facilitating the process to implement various Treasury Management services for our customers. This position gathers, understands, documents, and communicates requirements for all implementation projects. This position acts as the liaison between our customers and Treasury Operations when onboarding new treasury services. This role is the customers’ primary contact at the company for the duration of the project and is responsible for maintaining regular stakeholder updates both internally and to the customer.

Responsibilities:

  • Coordinate the implementation effort for the company’s commercial fee-based services.
  • Ensure proper documentation is completed.
  • Coordinate with Treasury Operations to onboard services.
  • Provide customer installation and training.
  • Assist sales team with required due diligence for remote deposit and ACH services.
  • Provide high level customer support.
  • Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
  • Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
  • Understand and participate in the Bank’s Community Reinvestment Act program.
  • Perform other duties as assigned.

Education / Experience Preferred:

  • Bachelor’s Degree or equivalent work experience.
  • 1-3 years of Treasury Management experience.
  • Four years of Project Management or related experience.
  • Must possess strong analytical and problems solving skills.
  • Must have ability to manage multiple tasks/projects and deadlines while adapting to changing conditions.
  • Must be proficient in Microsoft Office Suite.
  • Must possess strong verbal and written communications skills.
  • Must possess strong planning and organizational skills.
  • Must be bondable.

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.

Sunflower Bank 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!

If you qualify, apply online at www.sunflowerbank.com/careers.

You’ve never worked anyplace like Sunflower Bank!

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.

Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.

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.

Skills Required

  • Bachelor's degree or equivalent work experience
  • 1-3 years of Treasury Management experience
  • Four years of project management or related experience
  • Strong analytical and problem-solving skills
  • Ability to manage multiple tasks, projects, and deadlines while adapting to changing conditions
  • Proficiency in Microsoft Office Suite
  • Strong verbal and written communication skills
  • Strong planning and organizational skills
  • Must be bondable

Sunflower Bank, N.A. Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Sunflower Bank, N.A. and has not been reviewed or approved by Sunflower Bank, N.A..

  • Retirement Support — A 401(k) plan with a company match up to 6% and immediate vesting for covered divisions stands out as a strong element of total compensation. This feature is repeatedly highlighted as a bright spot within the package.
  • Healthcare Strength — Core medical, dental, and vision coverage are part of a comprehensive suite that also includes disability and life insurance. Benefits basics are described as solid across the offering.
  • Fair & Transparent Compensation — Pay is characterized as decent for certain roles and markets, indicating alignment between responsibilities and base pay in those areas. These pockets of role-level satisfaction suggest fairness for specific teams.

Sunflower Bank, N.A. Insights

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The Company
HQ: Mile-High City, KS
913 Employees
Year Founded: 1892

What We Do

Sunflower Bank, N.A. provides relationship-focused financial services to the communities it serves. Operating under brands including Sunflower Bank, First National 1870, and Guardian Mortgage, the bank offers a comprehensive range of personal, business, and wealth management solutions. It features specialized financing groups dedicated to the technology, healthcare, commercial real estate, and construction trades industries.

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