The Treasury Management Sales Support & Implementation Supervisor serves as a key partner to Treasury Management Sales & Payments Advisors, helping drive revenue growth through high-quality onboarding and implementation of Treasury solutions.
Requirements
- Partner with Treasury Management Sales & Payments Advisors to design and implement cash management solutions.
- Lead the onboarding process for complex, integration-heavy Treasury Management products and services.
- Respond to client inquiries and manage escalations related to onboarding and implementation.
- Prepare client-facing materials, cost/benefit analyses, and pricing recommendations.
- Mentor Sales Associates and Implementation Specialists.
- Provide training, guidance, and oversight on best practices, procedures, and compliance.
- Champion collaboration across departments (Risk, Compliance, Operations) to resolve process barriers.
- Lead internal process improvement efforts, documentation, and training initiatives.
- Develop expertise in client cash management needs and industry trends.
- Stay current on regulatory and product developments;
- Conduct competitor analysis to inform recommendations and maintain competitive positioning.
- Participate in joint sales calls and manage pipeline activities with Sales & Product Advisors.
- Support pricing strategies and ensure timely solution setup.
- Coordinate with internal partners to ensure accurate billing, pricing setup, and product implementation.
- Lead or support cross-functional projects that enhance the client experience and streamline operations.
- Responsible for talent management functions including: employment, performance evaluations, staff development/training, disciplinary actions, succession planning and ensuring all staff comply with compliance requirements.
- Performs special projects, and additional duties and responsibilities as required.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Comprehensive leave program
