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.Revenuegrowthandclient retention are paramount. Self
sourcing, networking externally, and partnering with key team
members (within the local affiliate and/or group) to drive
business. Responsible to prospect with internal partners. Work with
a OneBankteamtounderstand clients and prospects business
environments, strategies, and industries to best determine the
financial needs and appropriate working capital management
solutions to provide.
ESSENTIAL DUTIES AND 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
o Demonstrate ability to understand payment and commerce solutions/
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
* Expected to develop personal relationships with C-suite and
senior management decision makers at client and prospect
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
o Actively manage a pipeline using the CRM tool.
o Maintain lines of communications with RMs individually and as a
o Review sales goals with RMs and ensure RMs are advised of calling
o Educate and advise RMs of new TM product development
o Assess knowledge level of individual RMs and bring each up to a
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
o Take ownership and deliver timely resolution of client
o Develop knowledge of internal resources for accurate response to
o Understand and communicate implementation time-line to align with
o Ensure proper account documentation and all requisite agreement
o Communicate recurring or serious product issues to
o Recommend viable solutions to improve client
o Understands, appreciates, and promotes the history of 5/3 Bank,
its financial position, operating model and commitment to a
positive client experience.
SUPERVISORY RESPONSIBILITIES: None.