Mgr-Treasury Management Sales Support (HYBRID--NC, VA, MD)

Position Description

The TM Sales Support Manager is responsible for all sales support activity for the TM group, including the primary categories of Sales Support, Customer Service, Implementations, and Billing. Responsible for setting objectives and managing the Treasury Management Associates (TMAs) as well as hiring, training, coaching, and conducting performance reviews. Participates in extensive problem solving and interfaces with multiple business partners. Appropriately identifies and manages risk.

Position Accountabilities

• Sales Support - tasks include directing the daily workflow of TMAs in support of TMOs; working with management to develop strategies on increasing productivity, and overseeing the quality of works produced including the creation of accurate proformas, sales presentations/proposals, and RFP oversight and compilation; and active portfolio mining and any sales related activities as requested by TMOs.
• Customer Service - coaches and oversees TMAs handling the customer servicing needs of TM clients. Be able to provide guidance on problem resolution and display excellent judgment and decision making skills.
• Implementations - utilizing a disciplined approach, manages activities around client onboarding, with a goal of Best In Class. Has oversight and responsibility for the proper functional set-up of TM services. Maintains strong client focus and solicits and evaluates client feedback on the implementation process with a goal of continual improvement. Determines and develops actionable plans for strengthening processes to improve performance and client satisfaction. Conducts process reviews and implements new procedures for improvement. Establishes and oversees quality control on establishment of new services. Partners closely with Corporate Services in developing a seamless gap with TM.
• Billing - oversee the proper set-up and billing of new TM services while maintaining uncompromising client focus. Persist in searching out the root cause of billing issues without settling for partial fixes. Diligently document and seek to solve revenue leakage.

Organizational Relationship

• Position reports to the Director of Treasury Services.

Position Qualifications

Education & Experience

• 7+ years of experience in Treasury Management
• 2+ years of experience in Customer Service
• High comfort level and experience with FIS Extended Account Analysis (XAA)
• Virtual leadership experience with ability to provide feedback/direction, and manage and build relationships with leaders and teammates in a dispersed geography
• A BS/BA degree or higher in business or management

Knowledge & Skills

• Excellent verbal, written, and interpersonal communication skills
• Extensive knowledge and understanding of the treasury management industry including processes, systems, and bank operations
• Strong knowledge of bank billing practices
• Strong knowledge of database management
• Project Management skills
• Ability to identify and eliminate redundancy of effort
• Ability to facilitate and lead meetings to reach conclusions, identify tasks, record actions, and achieve results
• Ability to execute in a fast paced, high demand environment while managing multiple priorities
• Strong collaboration and partnering skills
• Strong problem identification and solving skills

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.

We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.