National Dealer Treasury Management Officer
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
- 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 competitors’ capabilities and gaps and how to position 5/3’s services against them.
- Prepare and deliver quarterly client service reviews to clients.
- 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.
- Actively manage a pipeline using the CRM tool.
- Maintain lines of communication 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.
- Aid in providing excellent client service on an ongoing basis.
- Take ownership and deliver timely resolution of client issues.
- Develop knowledge of internal resources for accurate response to client issues.
- Understand and communicate implementation timelines 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.
- Lead by example in building new and existing client relationships.
- Evaluate client needs.
- Provide strategic treasury advisory services.
- Understand investment management techniques.
- Understand loan structuring.
- Understand financial management principles.
- Understand basic accounting techniques.
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.
- 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.
- Basic understanding of loan structuring.
- Understanding of financial management principles.
- Advanced understanding of accounting techniques.
Qualifications
Minimum qualifications:
- Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
- 6 years of experience in a treasury management / commercial banking sales.
Skills
- Client Interaction Skills
- Product and Sales Knowledge
- Financial Statement Analysis
- Strategic Treasury Advisory Services
- Loan Structuring
- Accounting Techniques
Benefits
Total Base Pay Range: $96,500.00 - $207,500.00 USD Annually
In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.
You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html.
Pay
Total Base Pay Range: $96,500.00 - $207,500.00 USD Annually
Schedule
Not specified