F

Fifth Third Bank

Banking, loans, mortgages, and wealth management

Treasury Management 3

Retail & Commercial BankingPosted on Nov 10
Full-timeAtlanta, GA, USAIn-person

About the Job

Requirements

  • A Bachelor's or Master's degree in Business, such as Business Administration, Finance, or Accounting, or equivalent work experience is preferred.
  • CTP certification is strongly encouraged.
  • At least four years of commercial banking or Treasury Management experience, preferably with at least three years in a sales role.
  • A demonstrated record of consistently exceeding performance goals.
  • Strong client interaction skills and demonstrated ability to influence sales outcomes.
  • Aptitude for persuasive presentations and negotiation with internal and external clients.
  • Ability to explain the benefits of working capital management solutions to clients.
  • Product and sales knowledge sufficient to mentor new team members.
  • Knowledge of a wide array of Treasury Management products.
  • Basic proficiency in Microsoft Office software.
  • Understanding of Treasury Management payments, products, and solutions.
  • Ability to build new and existing client relationships and evaluate client needs.
  • Basic understanding of financial statement analysis.
  • Ability to provide strategic treasury advisory services.
  • Understanding of investment management techniques.

Responsibilities

  • Develop new business and cross-sell opportunities, provide client service, retain clients, and consult with clients; prioritize revenue growth and client retention.
  • Source business independently, network externally, and partner with key team members and internal partners to drive business development.
  • Work with the One Bank team to understand clients' and prospects' business environments, strategies, and industries and identify appropriate working capital management solutions.
  • Articulate the bank's value proposition to internal and external clients to influence sales outcomes.
  • Identify client needs and present working capital solutions to clients and prospects.
  • Understand payment processes, strategic Treasury Management solutions, and competitors' capabilities and gaps to position the bank's services.
  • Prepare and deliver quarterly client service reviews.
  • Develop relationships with C-suite and senior management decision-makers at client and prospect organizations.
  • Devise and execute a plan to exceed sales goals, develop and manage a pipeline of new and cross-sell opportunities, and use the customer relationship management tool to track the pipeline through win/loss decisions.
  • Maintain communication with relationship managers, review sales goals and calling strategies with them, educate them about new Treasury Management product initiatives, assess their knowledge, and help bring each to a minimum standard.
  • Partner with relationship managers on sales recommendations for new prospects and cross-sell opportunities to existing clients.
  • Work with assigned client specialists to provide ongoing client service and assist with general bank communications to clients.
  • Take ownership of and resolve client issues in a timely manner, using internal resources to provide accurate responses.
  • Understand and communicate implementation timelines to align with client expectations.
  • Ensure account documentation is complete and required agreements are executed.
  • Communicate recurring or serious product issues to management and recommend solutions to improve client service.
  • Promote understanding of the bank's history, financial position, operating model, and commitment to a positive client experience.
  • Identify, assess, manage, monitor, and report risks while following policies and procedures and operating within the bank's risk appetite.

Desired Qualifications

  • CTP certification is strongly encouraged.
  • At least three years of experience in a sales role is preferred.

About the Company

Fifth Third Bank

Banking, loans, mortgages, and wealth management

Fifth Third Bank provides a broad range of financial services to individuals, small businesses, and commercial clients, including banking, loans, mortgages, life/health/disability insurance, and wealth management. Customers access these products through branches and online platforms like 53.com, with revenue coming from loan interest, banking fees, and commissions. It differentiates itself by offering an integrated suite of banking, lending, insurance, and advisory services under one roof, along with a focus on community engagement and financial education. Its goal is to help clients manage money and grow financially by delivering comprehensive solutions and steady, fee- and interest-based revenue.

Company size
10,001+
Company stage
IPO
Headquarters
Cincinnati, OH
Founded
1858

Recently Posted Jobs

Explore more opportunities at Fifth Third Bank

See more jobs