Jobs · Finance · South Carolina

Treasury Management Area Manager

Fifth Third Bank · Greenville, SC · 3 wk ago
FinanceFull-time

About the Role

This is a key leadership position responsible for coordinating the success of the Treasury Management team for a defined region. The role focuses on driving revenue growth, sales management, team development, and ensuring the timely implementation of treasury management solutions.

Responsibilities

  • Attainment of Plan related to TM P&L:
    • Work with Senior Management to establish group and individual sales goals aligned with the Affiliate financial plan.
    • Assign Treasury Management Officers (TMOs) to appropriate Relationship Managers/Teams/Groups.
    • Identify and implement new revenue opportunities using Working Capital analysis and tools.
    • Actively call on top prospects and customers with TMOs.
    • Devise and implement calling strategies to meet call quotas.
    • Access resources to generate cross-sell opportunities and price increases.
    • Review and discuss weekly reports (closed business, implementation, and pipelines) with the team and Regional Senior/Executive Management.
    • Review P&L/financials (Monthly/Quarterly) with assigned Affiliate, Regional, and Bancorp TM management.
    • Submit all requisite TM incentive pay information in coordination with Senior Management.
    • Provide marketplace feedback and recommendations to Product Development staff.
  • Sales of Treasury Management Solutions:
    • Devise and execute plans to achieve revenue growth aligned with financial plans for the assigned region.
    • Assist teams in meeting departmental revenue growth goals (business service charges and deposits).
    • Demonstrate proficiency in proposing and closing TM solutions using Working Capital analysis tools.
    • Recognize and engage in creative TM solution offerings.
    • Identify and target prospects.
  • Regional Sales Strategy Formation:
    • Devise, implement, drive, and monitor a sales strategy unique to the managed market area.
    • Develop and implement sales strategies for TM solutions to achieve or exceed revenue growth goals.
    • Identify prospective clients and implement unique TM solutions tailored to their industry (e.g., CPS, Dynamic Discounting, Commercial Card, Lockbox).
    • Plan and participate in industry-related meetings to build market awareness and identify opportunities.
    • Organize one client event per market per year showcasing TM solutions.
  • Recruiting and Top-Grading:
    • Ensure each TMO role is staffed with knowledgeable, consultative, and dynamic individuals.
    • Conduct joint calling to assess sales skill levels and working capital analysis skills of TMOs.
    • Maintain a pipeline of TMO talent in the marketplace.
    • Ensure employees complete specified TM solution training and eLearning.
    • Encourage TMOs to obtain CTP (Certified Treasury Professional) designation.
    • Review sales results relative to P&L goals and establish training or corrective action plans as needed.
  • Relationship Group Assignment:
    • Maintain strong communication with Senior Leadership and RM teams.
    • Review significant opportunities with Senior Leadership and RMs.
    • Inform RMs of new solutions and their development schedules.
    • Become familiar with the nuances of business specialty groups.
  • Customer Service:
    • Ensure timely resolution of customer issues and questions.
    • Ensure TMOs engage and use appropriate service support centers.
    • Develop knowledge of internal resources for quick and accurate customer responses.
  • Implementation of TM Solutions:
    • Ensure TMOs use proper account set-up documentation and execute agreements.
    • Ensure TMOs utilize appropriate pricing tools/technology.
    • Ensure TMOs communicate timelines to align with customer expectations.
    • Engage TM Implementation management to escalate or resolve implementation issues.
    • Ensure TMOs reaffirm and articulate the TM solution value to clients post-implementation.
  • Supervisory Responsibilities:
    • Provide timely, candid, and constructive performance feedback to TMOs.
    • Develop TM members to their full potential and provide challenging growth opportunities.
    • Build an appropriate talent pool for bench strength and succession planning.
    • Recognize and reward team members for accomplishments and address underperformance.

Requirements

  • Bachelor’s degree or equivalent required; CTP (Certified Treasury Professional) accreditation and/or MBA preferred.
  • 10+ years of experience in a treasury management sales environment.
  • Demonstrated knowledge of a wide array of TM solutions.
  • Excellent interpersonal, networking, written, and verbal communication skills.
  • Ability to prioritize and handle multiple tasks.
  • Demonstrated sales and negotiating experience.
  • Proficiency in Microsoft Word, PowerPoint, and Excel.
  • Ability to travel and cover multiple regions/markets as needed to achieve P&L success.

Benefits

Fifth Third offers comprehensive benefits and differentiated compensation, including:

  • Base salary reflective of the role’s pay grade, adjusted for skillset, experience, education, and geographic location.
  • Eligibility to participate in an incentive compensation plan based on company, line of business, and individual performance.
  • Extensive benefits programs supporting physical, financial, emotional, and social well-being for employees and their families. Learn more at 53.com Careers.

Pay

The base salary for this position varies within a predefined range for this pay grade across the U.S., depending on factors such as relevant skillset, experience, education, and geographic location.

Schedule

  • Normal office environment with minimal exposure to dust, noise, or temperature variations.
  • Extended viewing of CRT screens.
  • Travel required.

Location: Charlotte, North Carolina 28202

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