Treasury Management Implementation Coordinator II

Sunflower Bank NA • Plano, TX

2d

About The Position

The Treasury Management Implementation Coordinator II facilitates implementation of various Treasury Management services for customers. The role gathers, understands, documents, and communicates requirements for implementation projects, and serves as the liaison between customers and Treasury Operations when onboarding new treasury services. The coordinator is the customer’s primary company contact throughout the project and provides regular updates to internal stakeholders and customers.

This position coordinates implementation of commercial fee-based services, ensures required documentation is completed, works with Treasury Operations to onboard services, and provides customer installation and training. It also assists the sales team with due diligence for remote deposit and ACH services and provides high-level customer support. The work must comply with applicable industry laws and regulations and company policies and procedures, including Fair and Responsible Banking practices and the Code of Ethics and Conduct. The role also participates in the Bank’s Community Reinvestment Act program and performs other duties as assigned.

Requirements

• Bachelor’s degree or equivalent work experience (preferred).
• 1–3 years of Treasury Management experience (preferred).
• Four years of project management or related experience (preferred).
• 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.

Responsibilities

• Coordinate implementation of 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 the sales team with required due diligence for remote deposit and ACH services.
• Provide high-level customer support.
• Perform work in accordance with applicable industry laws and regulations and company policies and procedures.
• Uphold 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.

Benefits

• 401(k) plan with 6% match
• Health insurance
• Dental insurance
• Vision insurance
• Company-paid life insurance
• Tuition reimbursement
• Fitness reimbursement
• Paid time off
• Volunteer leave
• Paid holidays
• Additional associate perks and incentives

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level