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Treasury Mgmt Officer - Jacksonville, FL

Location: Jacksonville
Posted on: November 16, 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.


* 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.


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

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