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Senior Treasury Management Specialist

2 months ago


Newport Beach, California, United States Fifth Third Full time

Elevate Banking with Fifth Third

At Fifth Third Bank, we pride ourselves on connecting talented individuals with exceptional career opportunities in the banking sector.

POSITION SUMMARY:

As a vital member of a top-tier team of treasury experts, you will be tasked with driving business growth through new client acquisition and enhancing existing client relationships. Your role will focus on delivering outstanding client service, ensuring client loyalty, and providing expert consultation. Your ability to self-source leads, network effectively, and collaborate with key team members will be essential in achieving revenue growth and client retention.

In this role, you will proactively engage with clients and prospects to assess their business environments, strategies, and industry challenges, allowing you to tailor financial solutions that meet their working capital management needs.

KEY RESPONSIBILITIES:

  • Effectively communicate Fifth Third's value proposition to both internal and external stakeholders, influencing outcomes throughout the sales cycle.
  • Identify client requirements and present tailored working capital solutions.
  • Demonstrate a comprehensive understanding of payment processes and treasury management solutions.
  • Analyze competitive offerings to strategically position Fifth Third's services.
  • Conduct quarterly client service reviews to ensure satisfaction and address any concerns.
  • Build and maintain relationships with senior executives and decision-makers within client organizations.
  • Develop and implement strategies to surpass sales targets.
  • Manage a robust sales pipeline, ensuring timely follow-up and decision-making.
  • Collaborate with Relationship Managers to strategize on sales opportunities.
  • Educate team members on new treasury management products and initiatives.
  • Provide ongoing support to client specialists to ensure exceptional service delivery.
  • Resolve client issues promptly and effectively, ensuring a positive experience.
  • Maintain accurate documentation and compliance with all necessary agreements.

QUALIFICATIONS:

  • A bachelor's degree is required; an MBA or advanced degree is preferred.
  • Certified Treasury Professional (CTP) designation is required.
  • A minimum of 6 years of experience in treasury management or commercial banking sales is essential.
  • Proven track record of exceeding performance objectives.
  • Strong interpersonal skills with the ability to influence client decisions.
  • Exceptional presentation and negotiation skills.
  • In-depth knowledge of treasury management products and solutions.
  • Excellent verbal and written communication abilities.
  • Proficiency in Microsoft Office Suite.
  • Strong analytical skills with a focus on financial statement analysis.

Fifth Third Bank is committed to fostering an inclusive workplace that values diversity and equal opportunity for all employees.