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Treasury Management Officer I

Company

Fifth Third Bank

Address , Louisville, Ky
Employment type FULL_TIME
Salary
Expires 2023-10-04
Posted at 9 months ago
Job Description
Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Member of a highly productive, industry leading team of treasury professionals. Responsible for business development (new and cross-selling), client service excellence, client retention, and client consultation. Revenue growth and client retention are paramount. Self sourcing, networking externally, and partnering with key team members (within the local affiliate and/or group) to drive business. Responsible to prospect 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 ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Demonstrate ability to identify client needs and the ability to present working capital solutions to clients and prospects.
  • Demonstrate ability to understand payment and commerce solutions/ processes.
  • 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.
  • Understand competitions' capabilities and gaps and how to position 5/3's services against them.
  • Prepares and deliver quarterly client service reviews to clients.
  • Demonstrate proficiency in knowledge of all strategic TM solutions and their benefits to our clients.
  • Understand and communicate implementation time-line to align with client expectations.
  • Devise and execute a plan to exceed sales goals.
  • Review sales goals with RMs and ensure RMs are advised of calling strategies.
  • Understands, appreciates, and promotes the history of 5/3 Bank, its financial position, operating model and commitment to a positive client experience.
  • Accountable for the development of a sales pipeline of both new and cross-sell opportunities and appropriately managing those to a win/loss decision.
  • Expected to develop personal relationships with C-suite and senior management decision makers at client and prospect organizations.
  • Actively manage a pipeline using the CRM tool.
  • Communicate recurring or serious product issues to management.
  • Recommend viable solutions to improve client service.
  • Ensure proper account documentation and all requisite agreement execution.
  • Work closely with assigned client specialists to ensure excellent client service on an on-going basis.
  • Take ownership and deliver timely resolution of client issues.
  • Develop knowledge of internal resources for accurate response to client issues.
  • Assist with general bank communications to clients.
  • Maintain lines of communications with RMs individually and as a group.
  • Assess knowledge level of individual RMs and bring each up to a minimum standard.
  • Educate and advise RMs of new TM product development initiatives.
  • Partner with RMs to provide recommendations on sales opportunities to include sales to new prospects and cross-sell opportunities to existing clients.
MINIMUM KNOWLEDGE AND SKILLS REQUIRED:
  • Minimum of 2 years Wholesale/Commercial Banking experience, prefer at least 1 to 3 years of experience in a financial services sales environment is preferred.
  • Undergraduate degree is required.
  • Demonstrated ability to articulate the benefits of strong working capital management solutions to clients.
  • Demonstrated record of consistently exceeding performance goals.
  • Understanding of Treasury Management products and solutions.
  • Technical Treasury Management competencies.
  • CTP certification is strongly encouraged.
  • Excellent oral and written skills.
  • Ability to build new & existing client relationships.
  • MBA or advanced degree is desirable.
  • Requires the aptitude for powerful presentations and negotiation skills with internal and external clients.
  • Basic proficiency in PC software (MS Office).
  • Basic understanding of financial statement analysis.
  • 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.
  • Proven product and sales knowledge sufficient to help mentor new team members.
  • Ability to evaluate client needs.
  • Demonstrated knowledge of a wide array of treasury management products.
Treasury Management Officer I
LOCATION - Louisville, Kentucky 40202
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.