Treasury Mgmt Sales Associate Team Lead

Fifth Third Bank • Dallas, TX

3d • $71,100 - $145,900 • Onsite

About The Position

The Treasury Management Sales Associate Team Lead leads a team of Treasury Management Sales Associates (TMSAs) who provide day-to-day support to Treasury Management Officers (TMOs) and the broader Commercial Payments organization. The role oversees the sales support function, strengthening TMSA/TMO partnerships, balancing team capacity and coverage, developing talent, promoting consistent processes, and ensuring timely, high-quality support throughout the client sales and onboarding lifecycle. The Team Lead connects Sales Support with Treasury Management leadership to identify emerging needs, resolve escalations, improve processes, and align resources with business priorities.

The role includes coaching and developing employees; supporting sales partnerships and resolving issues; managing capacity, assignments, and coverage; advancing operational consistency and process improvement; and ensuring adherence to policies, procedures, approval requirements, and controls. The Team Lead partners with sales leaders and Product, Implementation, Pricing, Billing, Operations, risk, compliance, and business-control teams as needed.

The position is based in Dallas, Texas. The stated annual base pay range is $71,100–$145,900, with eligibility to participate in an incentive compensation plan. The employer describes its benefits programs as supporting employees’ and families’ physical, financial, emotional, and social well-being.

Requirements

• Bachelor’s degree or an equivalent combination of education and relevant experience.
• Five years of 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.
• 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.

Nice To Haves

• 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 a similar industry credential.

Responsibilities

• Lead, coach, and develop a team of Treasury Management Sales Associates; set performance, accountability, responsiveness, and partnership expectations.
• Conduct one-on-ones, team meetings, coaching sessions, and development discussions; build team capability through cross-training, knowledge sharing, and development planning.
• Support onboarding and training of new team members and help them become ready to support assigned portfolios.
• Foster a collaborative, client-focused culture that encourages ownership, communication, and continuous improvement.
• Ensure TMSAs provide consistent, effective support to their aligned Treasury Management Officers and promote clear expectations for roles, communication, prioritization, and workload.
• Partner with Treasury Management sales leaders to understand business priorities, changing support needs, and areas needing additional focus.
• Help resolve service, process, or partnership issues that cannot be addressed at the individual TMSA level; monitor complex, urgent, or high-priority requests and assist with escalations.
• Monitor workload, capacity, and coverage; recommend TMSA/TMO alignments based on business needs, portfolio complexity, capacity, and available resources.
• Establish backup and interim coverage when staffing changes, absences, or business needs require it; identify and communicate capacity constraints and emerging resource needs to leadership.
• Balance immediate business needs with sustainable workloads and longer-term staffing strategies.
• Drive consistent adoption of Sales Support processes, procedures, tools, and controls; establish and monitor standards for quality, timeliness, documentation, and follow-through.
• Identify ways 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 Sales Support.
• Use operational trends, workload information, and team feedback to identify improvement opportunities.
• Ensure the team follows established policies, procedures, approval requirements, and controls; reinforce appropriate escalation and approval paths for exceptions and non-standard requests.
• Partner with risk, compliance, operational, and business-control teams when issues or process gaps are identified; promote clear documentation, disciplined execution, and appropriate ownership.

Benefits

• Comprehensive benefits programs supporting employees and their families’ physical, financial, emotional, and social well-being.
• Eligibility to participate in an incentive compensation plan, with payment based on company, line-of-business, and/or individual performance.

What This Job Offers

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