Treasury Management Officer III



Posted Under: Evansville, Indiana jobs in PR / Public Relations; PR / Public Relations jobs in zipcode 47701
Posted On: 2017-10-20 17:00:00

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.







ESSENTIAL DUTIES & RESPONSIBILITIES:



* 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



* SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES AND RESPONSIBILITIES.







SUPERVISORY RESPONSIBILITIES: None.