National Dealer Treasury Management Officer
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.
Essential Duties And 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.
- 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.
- Assist with 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.
- Understand and communicate implementation time-line 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 a team of Relationship Managers (RMs).
Minimum Knowledge, Skills And Abilities Required
- Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
- Experience serving dealer clients and a strong understanding of dealership business models, cash flow cycles, and treasury management needs.
- Ability to position treasury and payments solutions within dealer operating and financing environments is essential.
- CTP certification.
- 6 years of experience in a treasury management / commercial banking sales is required.
- Demonstrated record of consistently exceeding performance goals.
- 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.
- Requires the aptitude for powerful presentations and negotiation skills with internal and external clients.
- Demonstrated ability to articulate the benefits of strong working capital management solutions to clients.
- Possess 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.
Total Base Pay Range
$96,500.00 - $207,500.00 USD Annual
Benefits
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.