Large Corporate Treasury Management Officer III
Fifth Third Bank · Newport Beach, CA · 2 wk ago
FinanceFull-time
About the role
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
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.
- Aid in 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.
- Ensure proper account documentation and all requisite agreement execution.
- Communicate recurring or serious product issues to management.
- Recommend viable solutions to improve client service.
- Lead a team in treasury management and commercial banking.
Requirements
- Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
- CTP certification.
- 6 years of experience in a treasury management /commercial banking sales is required.
Qualifications
- Demonstrated record of consistently exceeding performance goals.
- Strong client interaction skills and has demonstrated the ability to influence the outcome of a sales process.
- Aptitude for powerful presentations and negotiation skills with internal and external 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.
Skills
- Client Interaction
- Product Knowledge
- Financial Statement Analysis
- Strategic Treasury Advisory Services
- Investment Management Techniques
- Loan Structuring
- Financial Management Principles
- Accounting Techniques
Benefits
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
Pay
Total Base Pay Range: $96,500.00 - $207,500.00 USD Annual
Schedule
Not specified