Treasury Management Officer III

Fifth Third Bank • Houston, TX

5d • Onsite

About The Position

Fifth Third Bank is seeking a Treasury Management Officer III to join a highly productive, industry-leading team of treasury professionals. This role is responsible for business development (new and cross-selling), client service excellence, client retention, and client consultation, with a strong emphasis on revenue growth and client retention. The position involves self-sourcing, external networking, and partnering with key team members to drive business, as well as prospecting with internal partners. The Treasury Management Officer III will work with a One Bank team to understand clients’ and prospects’ business environments, strategies, and industries to identify financial needs and recommend appropriate working capital management solutions. The role requires accountability for risk management through open communication, adherence to policies, and ensuring a positive customer experience by managing, assessing, and reporting risks.

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 sales outcomes.
• 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.
• Understand competitor capabilities and gaps and position Fifth Third’s services accordingly.
• Prepare and deliver quarterly client service reviews.
• 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 new and cross-sell opportunities to a win/loss decision.
• Actively manage a pipeline using the CRM tool.
• Maintain communication lines with RMs individually and as a group.
• Review sales goals with RMs and advise on calling strategies.
• Educate and advise RMs on new TM product development initiatives.
• Assess and improve the knowledge level of individual RMs to a minimum standard.
• Partner with RMs to provide recommendations on sales opportunities, including new prospects and cross-selling to existing clients.
• Work closely with assigned client specialists to ensure excellent ongoing client service.
• 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 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 individual needs (physical, financial, emotional, and social well-being)

What This Job Offers

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