Full-Time

Treasury Management Officer III

Posted on 11/21/2024

Fifth Third Bank

Fifth Third Bank

Mid, Senior

Columbus, OH, USA

Category
Treasury
Finance & Banking
Required Skills
Sales
Requirements
  • Undergraduate degree is required. MBA or advanced degree is desirable.
  • CTP certification.
  • 6 years of experience in a treasury management /commercial banking sales is required.
  • Demonstrated record of consistently exceeding performance goals.
  • Possess a strong desire to constantly strive to improve oneself.
  • Must have strong client interaction skills and has demonstrated the ability to influence the outcome of a sales process.
  • Requires the aptitude for powerful presentations and negotiation skills with internal and external clients.
  • Demonstrated ability to articulate the benefits of strong working capital management solutions to clients.
  • Proven product and sales knowledge sufficient to help mentor new team members.
  • Demonstrated knowledge of a wide array of treasury management products.
  • Excellent oral and written skills.
  • Basic proficiency in PC software (MS Office).
  • Technical Treasury Management competencies.
  • Understanding of Treasury Management, Payments and Commerce products and solutions.
  • Ability to build new & existing client relationships.
  • Ability to evaluate client needs.
  • Advanced understanding of financial statement analysis.
  • Ability to provide strategic treasury advisory services.
  • Understanding of investment management techniques.
  • Basic understanding of loan structuring.
  • Understanding of financial management principles.
  • Advanced understanding of accounting techniques.
Responsibilities
  • Must be able to persuasively articulate Fifth Third’s value proposition to both internal and external clients to influence the outcome within the sales process.
  • Demonstrate ability to identify client needs and the ability to present working capital solutions to clients and prospects.
  • Demonstrate ability to understand payment processes.
  • Demonstrate proficiency in knowledge of all strategic TM solutions and their benefits to our clients.
  • Understand competitions’ capabilities and gaps and how to position 5/3’s services against them.
  • Prepares and deliver quarterly client service reviews to clients.
  • Expected to develop personal relationships with C-suite and senior management decision makers at client and prospect organizations.
  • Devise and execute a plan to exceed sales goals.
  • Accountable for the development of a sales pipeline of both new and cross-sell opportunities and appropriately managing those to a win/loss decision.
  • Actively manage a pipeline using the CRM tool.
  • Maintain lines of communications with RMs individually and as a group.
  • Review sales goals with RMs and ensure RMs are advised of calling strategies.
  • Educate and advise RMs of new TM product development initiatives.
  • Assess knowledge level of individual RMs and bring each up to a minimum standard.
  • Partner with RMs to provide recommendations on sales opportunities to include sales to new prospects and cross-sell opportunities to existing clients.
  • Work closely with assigned client specialists to ensure excellent client service on an on-going basis.
  • Assist with general bank communications to clients.
  • Take ownership and deliver timely resolution of client issues.
  • Develop knowledge of internal resources for accurate response to client issues.
  • Understand and communicate implementation time-line to align with client expectations.
  • Ensure proper account documentation and all requisite agreement execution.
  • Communicate recurring or serious product issues to management.
  • Recommend viable solutions to improve client service.

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

N/A