TM Inside Sales Officer I
About The Position
The TM Inside Sales Officer I is a member of a phone- and email-based treasury sales team responsible for business development through new and cross-selling, client service, client retention, and client consultations. The role focuses on revenue growth and retention by understanding assigned clients’ business environments, strategies, and industries, then identifying financial needs and recommending appropriate working capital management solutions. The position works with clients, relationship managers, and internal teams to develop sales opportunities, manage a sales pipeline, and support excellent client experiences. It is also accountable for managing risk in accordance with bank policies and procedures, raising concerns, and acting in ways that support positive outcomes for customers and colleagues.
Requirements
- Undergraduate degree.
- Demonstrated record of consistently exceeding performance goals.
- Strong client interaction skills and demonstrated ability to influence the outcome of a sales process.
- Aptitude for presentations and negotiation.
- Ability to articulate the benefits of treasury management solutions to clients.
- 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 communication skills.
- Basic proficiency with PC software, including MS Office.
- Technical treasury management competencies and understanding of treasury management products and solutions.
- Ability to build upon existing client relationships and evaluate client needs.
- Basic understanding of financial statement analysis.
Nice To Haves
- At least 1 to 3 years of experience in a financial services sales environment.
Responsibilities
- Articulate Fifth Third’s value proposition to internal and external clients through phone and email communications.
- Identify client needs and present working capital solutions to clients and prospects.
- Understand payment and commerce solutions and processes, treasury management solutions, their benefits, and competitors’ capabilities.
- Prepare and deliver quarterly client service reviews to upper-tier assigned clients.
- Develop relationships with contacts at upper-tier assigned accounts by phone and email.
- Create and execute a plan to exceed sales goals.
- Develop and manage a pipeline of new and cross-sell opportunities through win/loss decisions, using the CRM tool.
- Maintain communication with relationship managers, review sales goals and calling strategies with them, and educate them about treasury management products and initiatives.
- Assess relationship managers’ knowledge and help bring it to a minimum standard.
- Partner with internal resources to recommend sales and cross-sell opportunities to existing clients.
- Work with client servicing teams to support ongoing client service and assist with general bank communications.
- Take ownership of client issues and deliver timely resolutions, using internal resources to respond accurately.
- Communicate implementation timelines in line with client expectations and ensure account documentation and required agreements are completed.
- Communicate recurring or serious product issues to management and recommend solutions to improve client service.
- Promote understanding of Fifth Third Bank’s history, financial position, operating model, and commitment to a positive client experience.
- Identify, assess, manage, monitor, and report risks while following bank policies and procedures.
Benefits
- Comprehensive benefits programs supporting physical, financial, emotional, and social well-being.
- Eligibility to participate in an incentive compensation plan, with payments based on company, line-of-business, and/or individual performance.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
