Treasury Mgmt Sales Associate Team Lead

Fifth Third Bank; Los Angeles (CA); Sur place; USD 71 000 - 146 000; Plein temps

Résumé du poste

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.

Qualifications

• 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.

Responsabilités

• 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.

Connaissances

Treasury Management knowledge

Leadership

Sales Support

Client Service

Process Improvement

Cross-functional Collaboration

Formation

Bachelor’s degree

Outils

CRM software

Reporting tools

Case management systems

Description du poste

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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.

Treasury Mgmt Sales Associate Team Lead

Total Base Pay Range 71,100.00 - 145,900.00 USD Annual

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION – Dallas, Texas 75240

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.