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. Self-sourcing, networking externally, and partnering with key team members (within the local affiliate and/or group) to drive business.

Work with a One Bank team to understand clients’ and prospects’ business environments, strategies, and industries to best determine the financial needs and appropriate working capital management solutions to provide. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, ensuring actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

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 Treasury Management (TM) solutions and their benefits to clients.
• Understand competitors’ capabilities and gaps and position Fifth Third’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.
• Develop and manage a sales pipeline of both new and cross-sell opportunities, driving them to a win/loss decision.
• Actively manage a pipeline using the CRM tool.
• Maintain lines of communication with Relationship Managers (RMs) individually and as a group.
• Review sales goals with RMs and ensure they 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, including sales to new prospects and cross-sell opportunities to existing clients.
• Work closely with assigned client specialists to ensure excellent client service on an ongoing basis.
• 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 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.

Requirements

• Bachelor's or Master's degree in Business (e.g., Business Administration, Finance, Accounting) or equivalent work experience preferred.
• CTP (Certified Treasury Professional) certification.
• 6 years of experience in treasury management/commercial banking sales.
• Demonstrated record of consistently exceeding performance goals.
• Strong client interaction skills with the ability to influence the outcome of a sales process.
• Aptitude for powerful presentations and negotiation skills with internal and external clients.
• Ability to articulate the benefits of strong working capital management solutions to clients.
• Proven product and sales knowledge sufficient to mentor new team members.
• Demonstrated knowledge of a wide array of treasury management products.
• Excellent oral and written communication skills.
• Basic proficiency in PC software (MS Office).

Skills

• Technical Treasury Management competencies.
• Understanding of Treasury Management, Payments, and Commerce products and solutions.
• Ability to build new and 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.

Pay

Total Base Pay Range: $96,500.00 - $207,500.00 USD Annual

In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with payment based upon company, line of business, and/or individual performance.

Benefits

Fifth Third offers comprehensive benefits designed to support physical, financial, emotional, and social well-being. Benefits include:

• Extensive benefits programs tailored to individual needs of employees and their families.

For more details, visit the Fifth Third Careers benefits page.

Location: Rosemont, Illinois 60018