Treasury Management Sales Team Lead - Growth & Operations

Fifth Third Bank; Los Angeles (CA); Vor Ort; USD 71.000 - 146.000; Vollzeit

Zusammenfassung

Fifth Third Bank is seeking a Treasury Mgmt Sales Associate Team Lead in Dallas, TX. The role leads a team supporting Treasury Management Officers, driving partnerships and scalable processes across the client lifecycle.

Responsibilities include coaching, workload planning, and cross‑functional collaboration with product, pricing, and operations to deliver high-quality client support. The role leverages risk controls and strategic staffing to meet business priorities.

Qualifikationen

• 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 ability to build productive partnerships across sales, product, operations, and support organizations.

Aufgaben

• 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.
• Monitor team workload, capacity, and coverage to ensure resources are effectively deployed.
• Drive consistent adoption of Treasury Management Sales Support processes, procedures, tools, and controls.
• Identify opportunities to simplify processes, reduce manual effort, and improve end-to-end experiences.
• Escalate and resolve issues with risk, compliance, and business-control teams.

Kenntnisse

Treasury Management knowledge

Leadership

Sales Support

Client Service

Process Improvement

Cross-functional Collaboration

Ausbildung

Bachelor’s degree

Tools

CRM software

Reporting tools

Case management systems

Jobbeschreibung

Fifth Third Bank is seeking a Treasury Mgmt Sales Associate Team Lead in Dallas, TX. The role leads a team supporting Treasury Management Officers, driving partnerships and scalable processes across the client lifecycle.

Responsibilities include coaching, workload planning, and cross‑functional collaboration with product, pricing, and operations to deliver high-quality client support. The role leverages risk controls and strategic staffing to meet business priorities.