Supervisor of Treasury Management Training and Support

Primary office location: 626 Washington Place, Pittsburgh, Pennsylvania 15219.

About the role

This position is primarily responsible for supporting Treasury Management Servicing and Implementations, overseeing training for clients, sales, new products, and team development. The incumbent works with managers to effectively implement new Treasury Management products and enhance existing services, including testing and training. Coordinates training schedules to meet client and internal business needs, looks for process improvement opportunities, and provides coaching and leadership to direct teams. Supports the development of key performance indicators (KPI).

Responsibilities

• Provides support to Treasury Management's internal and external clients by identifying trends and needs for improved workflows to enhance existing workflows and meet client expectations.
• Coordinates training schedules and availability while meeting with sales, client service, and implementations to assess their needs.
• Provides training and support to Treasury Management Operations, Treasury Management Sales Support, and Implementations.
• Identifies opportunities to develop the teams as well as documents procedures to coincide with daily activities and department policies and regulations.
• Provides advanced knowledge and instruction to assist Treasury Management Operations staff, clients, and other Treasury Management team members in structuring and organizing client accounts and service relationships.
• Assists in the supervision of the team in the absence of their manager.
• Escalates "rush" requests if needed and follows up with internal partners and clients.
• Assists in monitoring daily volumes and allocates staff accordingly.
• Supports the testing of new services and creates scripts in partnership with Level 2 support.
• Assists with audit requests and creates procedures and action plans.
• Reviews requests from Treasury Management sales staff and ensures appropriate documentation and agreements are received from Treasury Management staff to establish new services.
• Monitors recorded phone lines according to corporate policy.
• Provides feedback to managers and the team.
• Identifies training and coaching opportunities when necessary.
• Performs other related duties and projects as assigned.
• All employees have the responsibility and accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
• Compliance with regulatory laws and company procedures is a required component of this role.

Requirements

• BA or BS degree.
• Minimum of 5 years of job-related experience.

Skills

• Excellent management skills.
• Excellent communication skills, both written and verbal.
• Excellent customer service skills.
• Excellent organizational, analytical, and interpersonal skills.
• Ability to use a personal computer and job-related software:
  • MS Word - Basic Level.
  • MS Excel - Intermediate Level.
  • MS PowerPoint - Basic Level.
• Experience in Treasury Management.