Treasury Management Officer III
About the role
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.
Responsibilities
- Persuasively articulate Fifth Third’s value proposition to both internal and external clients to influence the outcome within the sales process.
- Identify client needs and present working capital solutions to clients and prospects.
- Understand payment processes and demonstrate proficiency in knowledge of all strategic TM solutions and their benefits to clients.
- 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.
- Manage a pipeline using the CRM tool and maintain lines of communications with RMs individually and as a group.
- Review sales goals with RMs and ensure RMs are advised of calling strategies.
- Partner with RMs to provide recommendations on sales opportunities and work closely with assigned client specialists to ensure excellent client service.
- Take ownership and deliver timely resolution of client issues and develop knowledge of internal resources for accurate response to client issues.
Qualifications
- 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.
- Possess a strong desire to constantly strive to improve oneself.
- Strong client interaction skills and ability to influence the outcome of a sales process.
- Powerful presentations and negotiation skills with internal and external clients.
Skills
- 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 and financial management principles.
- Advanced understanding of accounting techniques.
- Excellent oral and written skills.
- Basic proficiency in PC software (MS Office).
Benefits
Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. 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.
Pay
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. 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.
Schedule
LOCATION -- Fort Worth, Texas 76102