Treasury Mgmt Sales Associate Team Lead
Core
Lead a team of Treasury Management Sales Associates providing day-to-day support to Treasury Management Officers and the Commercial Payments organization.
Role type
Senior IC team lead (Treasury Management Sales Support)
Builds
Sales support operations for commercial banking clients
Domain
Commercial Banking / Treasury Management
Required skills
Team leadership, coaching, capacity management, process improvement, stakeholder partnership, operational excellence, risk controls, prioritization, communication
Preferred skills
Organizational change leadership, treasury product knowledge, workflow/CRM tools, CTP certification
Technologies
CRM, reporting tools, case-management systems
Responsibilities
Lead, coach, and develop a team of Treasury Management Sales Associates; Ensure consistent support to Treasury Management Officers; Monitor team workload and capacity; Drive adoption of sales support processes and controls; Resolve escalations and partnership issues; Partner with sales, product, and operations teams.
Seniority
Senior, hands-on IC
