Job Highlights
| Title |
Treasury Management Officer II |
| Type |
Full Time |
| Experience |
6 Years |
| Function |
Payments |
| Location |
Nashville, TN, United States |
| Company |
Fifth Third Bank |
Company Profile
Fifth Third Bank operates four main businesses i.e. commercial banking, branch banking, consumer lending, and wealth/asset management.
Job Profile
The bank is looking for a Treasury Management Officer II who will be responsible for business development (new and cross-selling), client service excellence, client retention, and client consultation.
Responsible for prospecting with internal partners.
Work with a One Bank team to understand clients’ and prospects’ business environments, strategies, and industries to best determine the financial needs and appropriate working capital management solutions to provide.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
Accountable for always doing the right thing for customers and colleagues, and ensuring that actions and behaviors drive a positive customer experience.
Education Level
Work Experience
- 6 years of experience in treasury management/commercial banking sales (required)
- CTP certification
Duties/Responsibilities
- 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.
- Assess the knowledge level of individual RMs and bring each up to a minimum standard.
- Assist with general bank communications to clients.
- Communicate recurring or serious product issues to management.
- 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.
- Develop knowledge of internal resources for accurate response to client issues.
- Devise and execute a plan to exceed sales goals.
- Educate and advise RMs of new TM product development initiatives.
- Ensure proper account documentation and all requisite agreement execution.
- Expected to develop personal relationships with C-suite and senior management decision-makers at client and prospect organizations.
- Leadership
- Maintain lines of communication with RMs individually and as a group.
- 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.
- Partner with RMs to provide recommendations on sales opportunities to include sales to new prospects and cross-sell opportunities to existing clients.
- Prepares and delivers quarterly client service reviews to clients.
- Recommend viable solutions to improve client service.
- Review sales goals with RMs and ensure RMs are advised of calling strategies.
- Take ownership and deliver timely resolution of client issues.
- Understand and communicate implementation timelines to align with client expectations.
- Understand the competition’s capabilities and gaps and how to position 5/3’s services against them.
- Work closely with assigned client specialists to ensure excellent client service on an ongoing basis.
Skills/Knowledge/Abilities
- Ability to build new and existing client relationships.
- Ability to evaluate client needs.
- Ability to provide strategic treasury advisory services.
- Advanced understanding of accounting techniques.
- Advanced understanding of financial statement analysis.
- Basic proficiency in PC software (MS Office).
- Basic understanding of loan structuring.
- Demonstrated ability to articulate the benefits of strong working capital management solutions to clients.
- Demonstrated knowledge of a wide array of treasury management products.
- Demonstrated record of consistently exceeding performance goals.
- Excellent oral and written skills.
- Must have strong client interaction skills and have demonstrated the ability to influence the outcome of a sales process.
- Possess a strong desire to constantly strive to improve oneself.
- Proven product and sales knowledge sufficient to help mentor new team members.
- Requires the aptitude for powerful presentations and negotiation skills with internal and external clients.
- Technical Treasury Management competencies.
- Understanding of financial management principles.
- Understanding of investment management techniques.
- Understanding of Treasury Management, Payments, and Commerce products and solutions.
Benefits/Perks
- Alternative work arrangements
- Flexible Spending Accounts
- Health and financial wellness program
- Medical, dental, vision, disability, life insurance plans
Employer’s Statement
Fifth Third Bank is an Equal Opportunity Employer. The bank considers all qualified applicants regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other legally protected status.
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