Jobs · Finance · North Carolina

National Dealer Treasury Management Officer

Fifth Third Bank · Charlotte, NC · 3 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

  • 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

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