Treasury Mgmt Sales Associate Team Lead
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 position also drives operational consistency, supports cross-functional process improvements and organizational changes, and ensures that team activities comply with established policies, procedures, approval requirements, and controls.
Requirements
- Bachelor’s degree or an equivalent combination of education and relevant experience.
- At least 5 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, including 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 similar industry credential.
Responsibilities
- Lead, coach, and develop a team of Treasury Management Sales Associates.
- Set expectations for performance, accountability, responsiveness, and partnership; conduct one-on-ones, team meetings, coaching sessions, and development discussions.
- Build team bench strength through cross-training, knowledge sharing, and development planning, and support onboarding and training of new team members.
- Foster a collaborative, client-focused culture that encourages ownership, communication, and continuous improvement.
- Ensure TMSAs provide consistent and effective support to aligned Treasury Management Officers, promoting clear expectations for roles, communication, prioritization, and workload.
- Partner with Treasury Management sales leaders to understand business priorities and changing support needs.
- Help resolve service, process, or partnership issues beyond the individual TMSA level, and maintain visibility into complex, urgent, or high-priority requests to assist with escalations.
- Monitor team workload, capacity, and coverage to deploy resources effectively.
- Recommend TMSA/TMO alignments based on business needs, portfolio complexity, capacity, and available resources; establish backup and interim coverage as needed.
- Identify capacity constraints and emerging resource needs and communicate them to leadership.
- Drive consistent adoption of Sales Support processes, procedures, tools, and controls, and monitor standards for quality, timeliness, documentation, and follow-through.
- Identify opportunities to simplify processes, reduce manual effort and 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.
- Partner with risk, compliance, operational, and business-control teams when issues or process gaps arise, promoting clear documentation, disciplined execution, and ownership.
Benefits
- Comprehensive benefits programs supporting employees’ and their families’ physical, financial, emotional, and social well-being.
- Eligible to participate in an incentive compensation plan, with payments based on company, line-of-business, and/or individual performance.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
