What The Role Is:

The Treasury Management Team Leader will assist with new and existing clients and advising on solutions and strategies to manage their Cash Management Services. They will be the first point of contact for all escalation items and will work with TM Support Managers and our business partners for resolution. The TM Team Leader will partner with TM Support Managers to ensure processes and procedures are in line. Successful incumbents possess written and verbal communications skills, sales and relationship management skills, analytical and problem-solving skills, as well as organizational and time management skills. Must demonstrate adaptability and flexibility in process, technology, and industry.

How You will Make an Impact

• Must be able to foster a positive and productive work environment with the ability to lead, build teams, and motivate individuals.
• Being involved in the training and professional development of the team to enhance overall performance.
• Monitor and maintain performance, production, and attendance.
• Will analyze phone and email quality and other channel statistics/metrics, customer satisfaction results, and workflow to develop action plans aimed at improving individuals, team, and overall performance.
• Aid in identifying, diagnosing, and resolving client issues; engaging with the Support Team, TM Support Manager, Business Partners, and communicating with customer.
• Proactively identifies, evaluates, recommends, and implements changes to operational processes/procedures resulting in departmental efficiencies to adhere to audit requirements.
• Leads and assists with business process improvements.
• Ability to communicate and share information in a way that leads to meaningful conversations and to be efficient in addressing the real issue and finding the best path forward.
• Must be able to work independently, manage workflow, and expectations with little oversight.
• Provides leadership insight and recommendations on where we can improve TM support and the customer experience.

Who You Are

• Excellent interpersonal skills to build and maintain effective relationships.
• Strong organizational and follow up skills.
• Business professional with integrity, trustworthy, honest, and able to handle confidential information.
• Regular and reliable attendance
• Works cooperatively with others