National Dealer Treasury Management Officer

Fifth Third Bank • Charlotte, NC

2d • Remote

About The Position

This role is for a National Dealer Treasury Management Officer at Fifth Third Bank. The position is part of a highly productive treasury professional team, focusing on business development (new and cross-selling), client service excellence, client retention, and client consultation. Revenue growth and client retention are paramount. The role involves self-sourcing, external networking, and partnering with internal teams to drive business. Responsibilities include prospecting with internal partners, understanding clients' and prospects' business environments, strategies, and industries to identify financial needs and working capital management solutions. The role is accountable for risk management through open communication, elevating concerns, and adhering to policies and procedures. It also emphasizes doing the right thing for customers and colleagues, ensuring actions drive a positive customer experience, and managing, monitoring, and reporting risks within the Bank's risk appetite.

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.
• 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.
• 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.

Responsibilities

• Persuasively articulate Fifth Third’s value proposition to 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.
• Demonstrate proficiency in knowledge of all strategic TM solutions and their benefits to 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.
• 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 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.
• Work closely with assigned client specialists to ensure excellent client service on an on-going 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 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.

Benefits

• Comprehensive benefits
• Differentiated compensation offerings
• Incentive compensation plan
• Extensive benefits programs designed to support the individual needs of employees and their families, encompassing physical, financial, emotional and social well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior