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Treasury Mgmt Officer - Jacksonville, FL

Location: Jacksonville
Posted on: January 26, 2023

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.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 prospects.


o Demonstrate ability to understand payment and commerce solutions/ 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.


o Recommend viable solutions to improve client service.


* Leadership:


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.


Keywords: , Jacksonville , Treasury Mgmt Officer - Jacksonville, FL, PR / Public Relations , Jacksonville, Florida

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