Treasury Management Officer II at Fifth Third Bank

Louisville, Kentucky, United States

Fifth Third Bank Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Banking, Financial ServicesIndustries

Requirements

  • Bachelor's or Master's degree in Business (e.g., Business Administration, Finance, Accounting) or equivalent work experience preferred
  • CTP certification 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
  • Demonstrated record of consistently exceeding performance goals

Responsibilities

  • Articulate Fifth Third's value proposition persuasively to internal and external clients to influence sales outcomes
  • Identify client needs and present working capital solutions to clients and prospects
  • Demonstrate understanding of payment and commerce solutions/processes
  • Demonstrate proficiency in knowledge of all strategic TM solutions and their benefits
  • Understand competitors' capabilities and gaps, and position Fifth Third's services against them
  • Prepare and deliver quarterly client service reviews to clients
  • 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 actively manage a sales pipeline of new and cross-sell opportunities using CRM tool, managing to win/loss decisions
  • Maintain lines of communication 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 knowledge level of individual RMs and bring each to a minimum standard
  • Partner with RMs to provide recommendations on sales opportunities, including new prospects and cross-sell 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
  • Understand, appreciate, and promote the history of 5/3 Bank, its financial position, operating model, and commitment to positive client experience
  • Be accountable for risk management by exchanging ideas, elevating concerns, following policies, and driving positive customer experiences within the Bank's risk appetite

Skills

Treasury Management
Business Development
Client Retention
Working Capital Management
Payment Solutions
Risk Management
Sales Prospecting
Financial Consulting

Fifth Third Bank

Provides banking, loans, and wealth management services

About Fifth Third Bank

Fifth Third Bank offers a variety of financial services, including personal and business banking, loans, mortgages, credit lines, and insurance products. Their services cater to individual consumers, small businesses, and commercial clients, providing comprehensive solutions for managing finances. The bank generates revenue through interest on loans, service fees, and commissions from insurance and investment products. Unlike many competitors, Fifth Third Bank emphasizes community engagement and financial education, providing resources to help clients improve their financial literacy. The goal of Fifth Third Bank is to support clients in achieving their financial objectives while fostering a strong connection with the communities they serve.

Cincinnati, OhioHeadquarters
1858Year Founded
IPOCompany Stage
Social Impact, Financial ServicesIndustries
10,001+Employees

Benefits

Health Insurance
Paid Sick Leave
Paid Holidays
Performance Bonus
Flexible Work Hours

Risks

Rising interest rates may decrease demand for loans and mortgages.
Competition from fintechs like Robinhood threatens Fifth Third's wealth management sector.
Sophisticated cybersecurity threats pose risks to customer data and trust.

Differentiation

Fifth Third Bank offers comprehensive financial solutions for individuals and businesses.
The bank emphasizes community engagement and financial education for client empowerment.
It provides a wide range of insurance products, including life, health, and disability.

Upsides

Increased demand for digital banking boosts Fifth Third Bank's online service offerings.
Partnerships with fintech enhance technological capabilities and customer experience.
Growing interest in sustainable finance attracts environmentally conscious customers.

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