Tmo II

Fifth Third Bank • Atlanta, GA

4d

About The Position

The Tmo II is a treasury professional responsible for business development, including new business and cross-selling, client service excellence, client retention, and consultation. The role focuses on revenue growth and client retention through self-sourced opportunities, external networking, and collaboration with internal partners. The Tmo II works with a One Bank team to understand clients’ and prospects’ businesses, strategies, and industries and to identify appropriate working capital management solutions. The position also carries responsibility for identifying, assessing, managing, monitoring, and reporting risks while following bank policies and supporting a positive customer experience.

The role manages sales activity and client relationships, including building and overseeing a pipeline of new and cross-sell opportunities, partnering with relationship managers (RMs), and presenting treasury management solutions. It also coordinates ongoing client service, resolves client issues, communicates implementation timelines and product concerns, and ensures account documentation and agreements are completed. The position is based in Atlanta, Georgia.

Requirements

• Minimum of 4 years of Commercial Banking or Treasury Management experience.
• Preferably at least 3 years of experience in a sales role.
• Demonstrated record of consistently exceeding performance goals.
• Strong client interaction skills and demonstrated ability to influence sales outcomes.
• Strong presentation and negotiation skills with internal and external clients.
• Ability to explain the benefits of effective working capital management solutions to clients.
• Product and sales knowledge sufficient to help mentor new team members.
• Knowledge of a wide array of treasury management products.
• Excellent oral and written communication skills.
• Basic proficiency with PC software, including MS Office.
• Understanding of Treasury Management, payment products, and solutions.
• Ability to build new and existing client relationships and evaluate client needs.
• Basic understanding of financial statement analysis.
• Ability to provide strategic treasury advisory services.
• Understanding of investment management techniques.
• Bachelor’s or master’s degree in Business, such as Business Administration, Finance, or Accounting, or equivalent work experience is preferred.
• CTP certification is strongly encouraged.

Nice To Haves

• Bachelor’s or master’s degree in Business, such as Business Administration, Finance, or Accounting, or equivalent work experience.
• CTP certification.

Responsibilities

• Persuasively communicate Fifth Third’s value proposition to internal and external clients and influence sales outcomes.
• Identify client needs and present appropriate working capital management solutions to clients and prospects.
• Understand payment processes, strategic treasury management solutions, and competitors’ capabilities and gaps.
• Prepare and deliver quarterly client service reviews.
• Develop relationships with C-suite and senior management decision makers at client and prospect organizations.
• Develop and execute a plan to exceed sales goals.
• Build and manage a pipeline of new and cross-sell opportunities through a win/loss decision, using the CRM tool.
• Maintain communication with relationship managers (RMs), review sales goals and calling strategies with them, and educate them about new treasury management product initiatives.
• Assess RMs’ knowledge and help bring each to a minimum standard.
• Partner with RMs on sales recommendations for prospects and existing clients.
• Work with assigned client specialists to provide ongoing client service.
• Assist with general bank communications to clients and take ownership of timely client issue resolution.
• Develop knowledge of internal resources to respond accurately to client issues.
• Understand and communicate implementation timelines to align with client expectations.
• Ensure proper account documentation and execution of required agreements.
• Escalate recurring or serious product issues to management and recommend solutions to improve client service.
• Promote the bank’s history, financial position, operating model, and commitment to a positive client experience.
• Follow policies and procedures, communicate concerns, and identify, assess, manage, monitor, and report risks within the bank’s risk appetite.
• Consistently work to improve personal performance and mentor new team members through product and sales knowledge.

Benefits

• Comprehensive benefits designed to support employees and their families’ 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.

What This Job Offers

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