About this role
This role is responsible for treasury management business development, client service excellence, and client retention. The officer consults with clients to determine financial needs and working capital management solutions, while driving sales goals through a managed pipeline.
Key Responsibilities
- Drive new business development and cross-selling for revenue growth
- Present working capital solutions based on client needs
- Understand and consult on payment processes
- Manage a sales pipeline using a CRM tool and achieve win/loss outcomes
- Prepare and deliver quarterly client service reviews while following risk appetite requirements
Technical Overview
The role requires using a CRM tool to manage a sales pipeline and understanding treasury management offerings and payment processes. It also emphasizes risk management within the bank’s risk appetite, including identification, assessment, monitoring, and reporting of risks.
Ideal Candidate
The ideal candidate is a mid-level treasury professional who drives revenue through new business development and cross-selling of treasury management products. They can consultatively identify client needs, understand payment processes, manage a sales pipeline using a CRM tool, and deliver quarterly client service reviews while staying accountable to the bank’s risk appetite.
Must-Have Skills
persuasively articulate Fifth Third's value propositionidentify client needspresent working capital solutionsunderstand payment processesproficiency in knowledge of all strategic TM solutionsactively manage a pipeline using the CRM toolprepare and deliver quarterly client service reviewsdevise and execute a plan to exceed sales goalsaccountable for risk by identifyingassessingmanagingmonitoringand reporting risks of all types
Tools & Platforms
CRM tool
Required Skills
business developmentcross-sellingclient service excellenceclient retentionclient consultationworking capital management solutionspayment processesstrategic TM solutionsquarterly client service reviewsC-suite relationshipssales pipeline developmentwin/loss decisionCRM toolrisk appetiteidentifying risksassessing risksmanaging risksmonitoring risksreporting risks
Hard Skills
business developmentnew business developmentcross-sellingclient service excellenceclient retentionclient consultationworking capital management solutionspayment processesstrategic TM solutionstreasury managementclient service reviewssales pipeline developmentwin/loss decision managementCRM toolpipeline managementquarterly client service reviewsrisk managementidentifying risksassessing risksmanaging risksmonitoring risksreporting risksrisk appetite
Soft Skills
persuasive articulationclient relationship buildingnetworkingself sourcingpartneringconsultative communicationelevating concernsprofessional judgmentcommunicationproblem escalation
Keywords for Your Resume
Treasury Management Officerbusiness developmentcross-sellingclient service excellenceclient retentionclient consultationworking capital managementworking capital solutionspayment processesstrategic TM solutionstreasury managementquarterly client service reviewsC-suitesales pipelinewin/lossCRM toolpipeline managementrisk appetiterisk managementidentifying risksassessing risksmanaging risksmonitoring risksreporting risksclient service reviews
Deal Breakers
Must be able to actively manage a pipeline using the CRM tool, Must understand payment processes and present working capital solutions
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