Treasury Management Officer jobs in United States
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Fifth Third Bank · 1 day ago

Treasury Management Officer

Fifth Third Bank is a leading institution in the banking sector, seeking a Treasury Management Officer to join their team. This role focuses on business development, client service excellence, and risk management while driving revenue growth and client retention.

BankingCommercial LendingFinanceFinancial ExchangesFinancial ServicesLendingMedia and EntertainmentMortgage
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H1B Sponsor Likelynote

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 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
Leadership

Qualification

CTP certificationTreasury Management experienceSales pipeline managementClient relationship managementFinancial statement analysisWorking capital solutionsPresentation skillsNegotiation skillsMS Office proficiencyOralClient service excellenceWritten skillsLeadership

Required

Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred
CTP certification
6 years of experience in a treasury management /commercial banking sales is required
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, Payments and Commerce products and solutions
Ability to build new & existing client relationships
Ability to evaluate client needs
Advanced understanding of financial statement analysis
Ability to provide strategic treasury advisory services
Understanding of investment management techniques
Basic understanding of loan structuring
Understanding of financial management principles
Advanced understanding of accounting techniques

Benefits

Comprehensive medical, dental, and vision coverage
401(k) plan and employee stock purchase plan that both offer a generous employer match
Flexible paid time off
Comprehensive leave programs
Unique benefits to support your overall mental and physical wellness

Company

Fifth Third Bank

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Fifth Third Bancorp is a financial services company that specializes in small business, retail banking, and investments. It is a sub-organization of Fifth Third Bank.

H1B Sponsorship

Fifth Third Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (2)
2020 (43)

Funding

Current Stage
Public Company
Total Funding
unknown
1978-01-13IPO

Leadership Team

B
Bryan Preston
Chief Financial Officer
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Maria Holmes
VP, Senior Manager Corporate Sponsorship
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Company data provided by crunchbase