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