Treasury Management Officer I

Treasury Management Officer I

Requirements

• Undergraduate degree is required.
• MBA or advanced degree is desirable.
• CTP certification is strongly encouraged.
• Minimum of 2 years Wholesale/Commercial Banking experience, prefer at least 1 to 3 years of experience in a financial services sales environment is preferred.
• 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 products and solutions.
• Ability to build new & existing client relationships.
• Ability to evaluate client needs.
• Basic understanding of financial statement analysis.

Responsibilities

• Must be able to persuasively articulate Fifth Third’s value proposition to both internal and external clients to influence the outcome within the sales process.
• Demonstrate ability to identify client needs and the ability to present working capital solutions to clients and prospects.
• Demonstrate ability to understand payment and commerce solutions/ processes.
• Demonstrate proficiency in knowledge of all strategic TM solutions and their benefits to our clients.
• Understand competitions’ capabilities and gaps and how to position 5/3’s services against them.
• Prepares and deliver quarterly client service reviews to clients.
• Expected to 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 communications 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.
• Understands, appreciates, and promotes the history of 5/3 Bank, its financial position, operating model and commitment to a positive client experience.

Preferred Qualifications

• MBA or advanced degree is desirable.
• CTP certification is strongly encouraged.