About this role
This role focuses on treasury management business development and client outcomes, including retention and consultative client service. The officer manages revenue growth by identifying client needs, presenting working capital solutions, and executing a sales plan to exceed goals.
Key Responsibilities
- Grow treasury management revenue via new and cross-sell opportunities
- Identify client needs and present working capital solutions
- Manage pipeline using a CRM tool and support win/loss decisions
- Prepare and deliver quarterly client service reviews
- Maintain risk accountability by identifying, assessing, managing, monitoring, and reporting risks
Technical Overview
The scope includes managing a sales pipeline using a CRM tool and demonstrating proficiency in treasury management (TM) strategic solutions and payment processes. The role also requires ongoing risk accountability aligned with the bank’s risk appetite.
Ideal Candidate
The ideal candidate is an experienced treasury management sales professional who can grow revenue through new business development and cross-selling. They consult with clients on working capital management solutions, manage a sales pipeline using a CRM tool, deliver quarterly client service reviews, and ensure accountability for risk within 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 solutionsprepare and deliver quarterly client service reviewsdevise and execute a plan to exceed sales goalsaccountable for the development of a sales pipeline of both new and cross-sell opportunitiesactively manage a pipeline using the CRM toolaccountable for risk by identifyingassessingmanagingmonitoringand reporting risks of all typesmaintain lines of communications with RMs individually and as a groupreview sales goals with RMs and ensure RMs are advised of calling strategies
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 concernscommunicationcollaboration
Keywords for Your Resume
Treasury Management Officer IIbusiness 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 risksrelationship management
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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