Treasury Management Officer II at Fifth Third Bank

Nashville, Tennessee, United States

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

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 4 years Commercial Banking / Treasury Management experience, preferably at least 3 years in a sales role
  • Demonstrated record of consistently exceeding performance goals
  • Possess a strong desire to collaborate (inferred from context)

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 processes and proficiency in all strategic Treasury Management (TM) solutions and their benefits
  • Understand competitors' capabilities and gaps to position Fifth Third's services effectively
  • 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 tools, managing to win/loss decisions
  • Maintain communication with Relationship Managers (RMs) individually and as a group; review sales goals and calling strategies with them
  • Educate and advise RMs on new TM product development initiatives and assess/improve their knowledge levels
  • Partner with RMs to provide recommendations on sales opportunities, including new prospects and cross-sells to existing clients
  • Work closely with assigned client specialists to ensure excellent ongoing client service
  • Assist with general bank communications to clients and deliver timely resolution of client issues
  • Develop knowledge of internal resources for accurate client issue responses and communicate implementation timelines
  • Ensure proper account documentation and execution of requisite agreements
  • Communicate recurring or serious product issues to management and recommend solutions to improve client service
  • Understand, appreciate, and promote Fifth Third Bank's history, financial position, operating model, and commitment to positive client experience
  • Prospect with internal partners, self-source, network externally, and partner with key team members to drive business development, client retention, and revenue growth
  • Identify, assess, manage, monitor, and report risks while operating within the Bank's risk appetite and ensuring positive customer experiences

Skills

Key technologies and capabilities for this role

Treasury ManagementBusiness DevelopmentSales ManagementClient RetentionWorking Capital SolutionsPayment ProcessingRisk ManagementNetworkingClient Consultation

Questions & Answers

Common questions about this position

What are the main responsibilities of the Treasury Management Officer II role?

The role focuses on business development including new sales and cross-selling, client service excellence, retention, and consultation, with an emphasis on revenue growth and understanding clients' business needs to provide working capital solutions.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What salary or compensation is offered for this position?

This information is not specified in the job description.

What skills are essential for success in this role?

Key skills include persuasively articulating the bank's value proposition, identifying client needs and presenting working capital solutions, proficiency in treasury management solutions, understanding payment processes, and building relationships with C-suite executives.

What does the team environment look like at Fifth Third Bank for this role?

The role is part of a highly productive, industry-leading team of treasury professionals, involving partnering with key team members, relationship managers (RMs), and client specialists in a One Bank team approach.

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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