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Fifth Third Bank

Banking, loans, mortgages, and wealth management

Treasury Management Sales Associate Team Lead

Sales OperationsConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A bachelor's degree or an equivalent combination of education and relevant experience is required.
  • Five years of experience in Treasury Management, Sales Support, Client Service, Operations, or a related field is required.
  • Prior people leadership experience, including direct responsibility for coaching, developing, and managing employees, is required.
  • A strong understanding of Treasury Management products, sales processes, and the commercial client lifecycle is required.
  • Strong organizational and prioritization skills to manage competing business needs are required.
  • Excellent written and verbal communication skills are required.
  • Demonstrated ability to build productive partnerships across sales, product, operations, and support organizations is required.
  • Strong judgment and demonstrated ability to navigate complex or escalated situations are required.

Responsibilities

  • 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.
  • Ensure Treasury Management Sales Associates provide consistent, effective support to their aligned Treasury Management Officers.
  • Promote strong Treasury Management Officer and Treasury Management Sales Associate 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 associate level.
  • Maintain appropriate visibility into complex, urgent, or high-priority requests and assist with escalation when necessary.
  • Monitor team workload, capacity, and coverage to ensure resources are effectively deployed.
  • Make recommendations regarding associate and officer 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.
  • 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 experience for Treasury Management Officers and Sales Associates.
  • 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.
  • 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.

Desired Qualifications

  • 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, customer relationship management, reporting, or case-management tools used within a commercial banking environment.
  • Certified Treasury Professional designation or a similar industry credential.

About the Company

Fifth Third Bank

Banking, loans, mortgages, and wealth management

Fifth Third Bank provides a broad range of financial services to individuals, small businesses, and commercial clients, including banking, loans, mortgages, life/health/disability insurance, and wealth management. Customers access these products through branches and online platforms like 53.com, with revenue coming from loan interest, banking fees, and commissions. It differentiates itself by offering an integrated suite of banking, lending, insurance, and advisory services under one roof, along with a focus on community engagement and financial education. Its goal is to help clients manage money and grow financially by delivering comprehensive solutions and steady, fee- and interest-based revenue.

Company size
10,001+
Company stage
IPO
Headquarters
Cincinnati, OH
Founded
1858

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