Supervisor of Treasury Management Training and Support
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Role details
Tech stack
Job description
This position is primarily responsible for supporting Treasury Management Servicing and Implementations, overseeing training for clients, sales, new products and team development. The incumbent works with managers to effectively implement new Treasury Management products and enhance existing services including testing and training.Coordinates training schedules to meet our clients and internal business needs. Looks for process improvement opportunities and provides coaching and leadership to direct teams. Supports the development of key performance indicators (KPI)., Provides support to Treasury Managementâs internal and external clients by identifying trends and needs for improved workflows to enhance existing workflows and meet client expectations. Coordinates training schedules and availability while meeting with sales, client service and implementations to assess their needs.
Provides training and support to Treasury Management Operations, Treasury Management Sales Support and Implementations. Identifies opportunities to develop the teams as well as documents procedures to coincide with daily activities and department policies and regulations.
Provides advanced knowledge and instruction to assist Treasury Management Operations staff, clients and other Treasury Management team members in structuring and organizing client accounts and service relationships.
Assist in the supervision of the team in the absence of their manager. Escalates ârushâ requests if needed and follows up with internal partners and our clients.
Assist in monitoring daily volumes and allocates staff accordingly.
Supports the testing of new services and creates scripts in partnership with Level 2 support. Assist with audit requests and create procedures and action plans.
Reviews requests from Treasury Management sales staff and ensures appropriate documentation and agreements are received from Treasury Management staff to establish new services.
Monitors recorded phone lines according to the corporate policy. Provides feedback to the managers and team. Identifies training and coaching opportunities when necessary.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporationâs risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position
Requirements
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
5
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in Treasury Management
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position
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