Treasury Management Revenue and Billing Manager in Lancaster, Pennsylvania at Fulton Bank
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Job Description
Category: Treasury Management
# of Openings: 1
Position Type (Portal Searching): Full-Time
Corporate Headquarters
Lancaster
FLSA Status: Exempt
Value Proposition
Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
This is a full-time career opportunity that can be remote or hybrid.
This role is responsible for leading the strategy, governance, execution, and optimization of Treasury Management fee revenue and client billing processes. The role ensures accurate and timely billing, drives revenue capture, oversees pricing implementation, identifies opportunities to reduce revenue leakage, and provides analytical insights that support growth, profitability, and client satisfaction.
The manager leads a team responsible for billing operations, fee maintenance, revenue reporting, pricing administration, and revenue integrity, while partnering closely with Treasury Sales, Product Management, Commercial Banking, Finance, Operations, and Technology teams to support business objectives and enhance client outcomes.
Responsibilities
- Revenue Management • Develop and execute Treasury Management revenue optimization strategies that enhance fee income and profitability. • Monitor fee revenue performance and implement initiatives to improve revenue realization and recover lost revenue opportunities. • Analyze client utilization, profitability, and pricing trends to recommend revenue enhancement strategies. • Partner with Treasury Sales Officers and Relationship Managers on pricing execution and client profitability initiatives. • Support annual pricing reviews and fee schedule updates.
- Billing Operations • Lead all Treasury Management billing processes, including monthly billing cycles, exception management, and billing adjustments. • Ensure billing accuracy, timeliness, and adherence to established policies and procedures. • Oversee fee maintenance, account analysis systems, earnings credit rate administration, and billing platform management. • Develop and maintain billing procedures, process documentation, and operational standards. • Resolve complex client billing inquiries and escalations.
- Pricing Governance • Administer Treasury Management pricing structures, exception processes, and fee schedules. • Ensure pricing approvals comply with governance standards and delegated authority requirements. • Maintain pricing integrity across systems and client portfolios. • Support pricing committees through reporting, analysis, and recommendations. • Partner with Product and Finance teams to assess pricing effectiveness and support pricing strategy decisions.
- Revenue Analytics & Reporting • Produce executive reporting and dashboards that provide insight into revenue trends, billing performance, pricing effectiveness, and profitability. • Develop and monitor KPIs related to revenue capture, operational efficiency, and pricing performance. • Support budgeting, forecasting, and strategic planning activities through data-driven analysis. • Deliver actionable insights and recommendations to senior leadership.
- Risk Management & Controls • Establish and maintain operational controls that safeguard revenue integrity and support accurate billing. • Identify control gaps and lead remediation efforts to mitigate operational and financial risk. • Ensure compliance with internal policies, audit requirements, and regulatory expectations. • Partner with Risk, Audit, Compliance, and Finance teams on examinations, reviews, and control assessments.
- Leadership & Team Development • Lead, coach, and develop a high-performing Revenue Management & Billing team. • Establish performance goals, productivity standards, and service-level expectations. • Foster a culture of accountability, continuous improvement, operational excellence, and client focus. • Build strong cross-functional partnerships across Commercial Banking and support areas.
Qualifications
Education
Bachelor's Degree or the equivalent experience. Specialty: finance, accounting, business administration or related. (Required)
Experience7 or more years treasury management, commercial banking, revenue management, pricing, billing operations, finance, or related discipline. (Required)
3 or more years leadership experience managing teams and operational processes. (Required)
CertificationsCTP (Certified Treasury Professional) certification. (Preferred)
Knowledge, Skills, and Abilities- Treasury Management billing and account analysis systems expertise. (Required)
- Strong financial analysis and data interpretation capabilities. (Required)
- Knowledge of commercial banking profitability drivers. (Required)
- Advanced Excel and reporting/dashboard tools. (Required)
- Excellent communication and presentation skills. (Required)
- Ability to influence stakeholders across multiple business lines. (Required)
- Strong project management and process improvement skills. (Required)
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
EEO Statement
Fulton Bank (Fulton) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.