National Dealer Treasury Management Officer
Fifth Third Bank · Costa Mesa, CA · 4 days 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.
- 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 achieving sales goals.
Requirements
- 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.
Qualifications
- Minimum of 6 years of experience in treasury management or commercial banking sales.
- CTP certification.
- Strong client interaction and influencing skills.
- Proven product and sales knowledge.
- Knowledge of treasury management products.
- Ability to articulate the benefits of strong working capital management solutions.
- Ability to build and maintain 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
- Strong client interaction and influencing skills.
- Proven product and sales knowledge.
- Knowledge of treasury management products.
- Ability to articulate the benefits of strong working capital management solutions.
- Ability to build and maintain 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.
Benefits
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 or by consulting with your talent acquisition partner.
Pay
Total Base Pay Range: $96,500.00 - $207,500.00 USD Annual
Schedule
N/A