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Treasury Management Officer III

Location: Evansville
Posted on: May 7, 2021

Job Description:

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 growthandclient retention are paramount. Self sourcing, networking externally, and partnering with keyteammembers (within the local affiliate and/or group) to drive business. Responsible to prospect with internal partners. Work with a One Bank teamtounderstand clients# and prospects# business environments, strategies, and industries to best determinethefinancial needs and appropriate working capital management solutions to provide.


* Sales Management:

o 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.

o Demonstrate ability to identify client needs and the ability to present working capital solutions to clients and prospects.

o Demonstrate ability to understand payment processes.

o Demonstrate proficiency in knowledge of all strategic TM solutions and their benefits to our clients.

o Understand competitions# capabilities and gaps and how to position 5/3#s services against them.

o 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.

o Devise and execute a plan to exceed sales goals.

o Accountable for the development of a sales pipeline of both new and cross-sell opportunities and appropriately managing those to a win/loss decision.

o Actively manage a pipeline using the CRM tool.

o Maintain lines of communications with RMs individually and as a group.

o Review sales goals with RMs and ensure RMs are advised of calling strategies.

o Educate and advise RMs of new TM product development initiatives.

o Assess knowledge level of individual RMs and bring each up to a minimum standard.

o Partner with RMs to provide recommendations on sales opportunities to include sales to new prospects and cross-sell opportunities to existing clients.

* Client Experience:

o Work closely with assigned client specialists to ensure excellent client service on an on-going basis.

o Assist with general bank communications to clients.

o Take ownership and deliver timely resolution of client issues.

o Develop knowledge of internal resources for accurate response to client issues.

o Understand and communicate implementation time-line to align with client expectations.

o Ensure proper account documentation and all requisite agreement execution.

o Communicate recurring or serious product issues to management.

* Recommend viable solutions to improve client service.

* Leadership



Keywords: , Evansville , Treasury Management Officer III, PR / Public Relations , Evansville, Indiana

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