Treasury Management Officer II
Company: Fifth Third Bank
Location: Cincinnati
Posted on: May 26, 2025
Job Description:
Make banking a Fifth Third better
We connect great people to great opportunities. Are you ready to
take the next step? Discover a career in banking at Fifth Third
Bank.GENERAL FUNCTION:Member of a highly productive, industry
leading team of treasury professionals. Responsible for business
development (new and cross-selling), client service excellence,
client retention, and client consultation. Revenue growth and
client retention are paramount. Self sourcing, networking
externally, and partnering with key team members (within the local
affiliate and/or group) to drive business. Responsible to prospect
with internal partners. Work with a One Bank team to understand
clients and prospects business environments, strategies, and
industries to best determine the financial needs and appropriate
working capital management solutions to provide.Responsible and
accountable for risk by openly exchanging ideas and opinions,
elevating concerns, and personally following policies and
procedures as defined. Accountable for always doing the right thing
for customers and colleagues, and ensures that actions and
behaviors drive a positive customer experience. While operating
within the Bank's risk appetite, achieves results by consistently
identifying, assessing, managing, monitoring, and reporting risks
of all types.ESSENTIAL DUTIES AND 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.MINIMUM KNOWLEDGEAND SKILLS REQUIRED:
- 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.Treasury
Management Officer IILOCATION -- Cincinnati, Ohio 45202Fifth Third
Bank, National Association is proud to have an engaged and
inclusive culture and to promote and ensure equal employment
opportunity in all employment decisions regardless of race, color,
gender, national origin, religion, age, disability, sexual
orientation, gender identity, military status, veteran status or
any other legally protected status.Required
Keywords: Fifth Third Bank, Lexington , Treasury Management Officer II, Accounting, Auditing , Cincinnati, Kentucky
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