Senior Treasury Management Advisor

Fifth Third Bank; Fort Worth (TX); On-site; USD 95,000 - 135,000; Full time

Job summary

Fifth Third Bank in Fort Worth, TX seeks a Treasury Management Officer III to lead business development, client service, and cross-sell initiatives in treasury management. You will work with RMs and client specialists to identify needs, present capital solutions, and expand relationships across the client base.

The role demands a track record of exceeding sales goals, strong presentation skills, and expert knowledge of working capital products.

Qualifications

• Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
• CTP certification.
• 6 years of experience in a treasury management /commercial banking sales is required.
• Demonstrated record of consistently exceeding performance goals.
• Must have strong client interaction skills and has demonstrated the ability to influence the outcome of a sales process.
• Advanced understanding of financial statement analysis.

Responsibilities

• 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.
• Demonstrate ability to identify client needs and the ability to present working capital solutions to clients and prospects.
• Devise and execute a plan to exceed sales goals.
• Accountable for the development of a sales pipeline of both new and cross-sell opportunities and appropriately managing those to a win/loss decision.
• Actively manage a pipeline using the CRM tool.
• Partner with RMs to provide recommendations on sales opportunities.

Skills

Client interaction

Sales strategy

Negotiation

Relationship building

CRM management

Communication skills

Presentations

Financial analysis

Education

Bachelor's degree in Business or Finance

Master's degree preferred

Tools

MS Office

TM/Payments platforms

Job description

Fifth Third Bank in Fort Worth, TX seeks a Treasury Management Officer III to lead business development, client service, and cross-sell initiatives in treasury management. You will work with RMs and client specialists to identify needs, present capital solutions, and expand relationships across the client base.

The role demands a track record of exceeding sales goals, strong presentation skills, and expert knowledge of working capital products.