Treasury Management Officer

Fifth Third Bank • Fort Myers, MT

5d • Onsite

About The Position

This role is for a Treasury Management Officer at Fifth Third Bank, a member of a highly productive, industry-leading team of treasury professionals. The position 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 role involves self-sourcing, external networking, and partnering with internal team members to drive business, including prospecting with internal partners. The Treasury Management Officer will collaborate with a One Bank team to understand clients' and prospects' business environments, strategies, and industries to identify financial needs and appropriate working capital management solutions. The role also requires accountability for risk management through open communication, concern elevation, and adherence to policies and procedures, ensuring actions and behaviors drive a positive customer experience while operating 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 is strongly encouraged.
• Minimum of 4 years Commercial Banking / Treasury Management experience, preferably at least 3 years in a sales role.
• Demonstrated record of consistently exceeding performance goals.
• Strong desire to constantly strive to improve oneself.
• Strong client interaction skills and demonstrated ability to influence the outcome of a sales process.
• 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).
• Understanding of Treasury Management, Payment and products and solutions.
• Ability to build new & existing client relationships.
• Ability to evaluate client needs.
• Basic understanding of financial statement analysis.
• Ability to provide strategic treasury advisory services.
• Understanding of investment management 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 Treasury Management (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 a sales pipeline of new and cross-sell opportunities and manage 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 advise them on calling strategies.
• Educate and advise RMs on new TM product development initiatives.
• Assess RMs' knowledge levels and bring them up 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 ongoing excellent 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 client issue response.
• 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.
• Understand, appreciate, and promote the history of 5/3 Bank, its financial position, operating model, and commitment to a positive client experience.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree