Treasury Mgmt Sales Associate Team Lead
$71.1k - $145.9kFifth Third Bank
Make banking a Fifth Third better®We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. The Treasury Management Sales Associate Team Lead is responsible for leading a team of Treasury Management Sales Associates who provide day-to-day support to Treasury Management Officers and the broader Commercial Payments organization. This role provides leadership and oversight of the sales support function, with a focus on building strong partnerships between TMSAs and TMOs, balancing team capacity and coverage, developing talent, driving consistent processes, and ensuring the team delivers timely, high-quality support throughout the client sales and onboarding lifecycle. They serve as a key connection point between Sales Support and Treasury Management leadership, helping identify emerging needs, resolve escalations, improve processes, and ensure resources are aligned to business priorities.
Key Responsibilities
Team Leadership & Development
- Lead, coach, and develop a team of Treasury Management Sales Associates.
- Establish clear expectations for performance, accountability, responsiveness, and partnership.
- Conduct regular one-on-ones, team meetings, coaching sessions, and development discussions.
- Build bench strength through cross-training, knowledge sharing, and development planning.
- Support onboarding and training of new team members and help accelerate their readiness to support assigned portfolios.
- Foster a collaborative, client-focused culture that encourages ownership, communication, and continuous improvement.
Sales Partnership & Support
- Ensure TMSAs provide consistent, effective support to their aligned Treasury Management Officers.
- Promote strong TMO/TMSA partnerships, including clear expectations around roles, communication, prioritization, and workload.
- Partner with Treasury Management sales leaders to understand business priorities, changing support needs, and areas requiring additional focus.
- Help resolve service, process, or partnership issues that cannot be addressed at the individual TMSA level.
- Maintain appropriate visibility into complex, urgent, or high-priority requests and assist with escalation when necessary.
Capacity & Resource Management
- Monitor team workload, capacity, and coverage to ensure resources are effectively deployed.
- Make recommendations regarding TMSA/TMO alignments based on business needs, portfolio complexity, capacity, and available resources.
- Establish appropriate backup and interim coverage when staffing changes, absences, or business needs require additional support.
- Identify capacity constraints and emerging resource needs and communicate them to leadership.
- Balance short-term business needs with sustainable workloads and longer-term staffing strategies.
Operational Excellence
- Drive consistent adoption of Treasury Management Sales Support processes, procedures, tools, and controls.
- Establish and monitor standards for quality, timeliness, documentation, and follow-through.
- Identify opportunities to simplify processes, reduce manual effort, eliminate unnecessary handoffs, and improve the TMO and TMSA experience.
- Partner with Product, Implementation, Pricing, Billing, Operations, and other teams to resolve issues and improve end-to-end processes.
- Support implementation of new processes, products, systems, and operating-model changes affecting the Sales Support organization.
- Use operational trends, workload information, and team feedback to identify opportunities for improvement.
Risk & Controls
- Ensure the team operates in accordance with established policies, procedures, approval requirements, and controls.
- Reinforce appropriate escalation and approval paths for exceptions and non-standard requests.
- Partner with appropriate risk, compliance, operational, and business-control teams when issues or process gaps are identified.
- Promote clear documentation, disciplined execution, and appropriate ownership across the team.
Required
- Bachelor’s degree or equivalent combination of education and relevant experience.
- 5 years experience in Treasury Management, Sales Support, Client Service, Operations, or a related field.
- Prior people leadership experience, including direct responsibility for coaching, developing, and managing employees.
- Strong understanding of Treasury Management products, sales processes, and the commercial client lifecycle.
- Demonstrated experience leading, coaching, or developing employees.
- Strong organizational and prioritization skills with the ability to manage competing business needs.
- Excellent written and verbal communication skills.
- Demonstrated ability to build productive partnerships across sales, product, operations, and support organizations.
- Strong judgment and demonstrated ability to navigate complex or escalated situations.
Preferred
- Experience leading teams through organizational, process, or technology change.
- Knowledge of treasury products and services, including payments, receivables, liquidity, account services, and related commercial banking solutions.
- Experience with workflow, CRM, reporting, or case-management tools used within a commercial banking environment.
- Certified Treasury Professional (CTP) designation or similar industry credential.
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