TM Inside Sales Officer I

Fifth Third Bank, N.A.; Chicago (IL); On-site; USD 61,000 - 126,000; Full time

Job summary

Fifth Third Bank, National Association is seeking a Treasury Sales professional to drive new business and cross-sell treasury solutions through phone and email. You will build client relationships, understand working capital needs, and present integrated payment and treasury products to upper-tier clients.

The role emphasizes pipeline management, cross-team collaboration, and a strong focus on client service and risk-aware execution.

Qualifications

• Strong client interaction skills and ability to influence sales outcomes.
• Aptitude for powerful presentations and negotiation skills.
• Demonstrated knowledge of a wide array of treasury management products.
• Basic proficiency in MS Office and other PC software.

Responsibilities

• Persuasively articulate Fifth Third's value proposition to clients via phone/email.
• Identify client needs and present working capital solutions.
• Understand payments and commerce solutions and related processes.
• Manage a sales pipeline and CRM-driven activities to drive opportunities.
• Collaborate with internal teams to support client service and cross-sell.

Skills

Client interaction

Presentations

Negotiation skills

Treasury Management products

CRM tools

MS Office

Sales process influence

Education

Undergraduate degree

Tools

CRM

Job description

Fifth Third Center Cincinnati

Fifth Third Center Chicago

Full time

R74383

Make banking a Fifth Third better We connect great people to great opportunities. Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Member of a highly productive, industry leading team of phone/email-based treasury sales professionals responsible for business development (new and cross-selling), client service excellence, client retention, and client consultations via phone and email. Revenue growth and client retention are paramount. Highly motivated members who work under a One Bank team approach to understand the business environments, strategies, and industries of assigned clients to best determine the financial needs and appropriate working capital management solutions to provide.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Sales Management:

• 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 via phone / email communications.
• Demonstrate ability to identify client needs and present working capital solutions to clients and prospects.
• Demonstrate ability to understand payment and commerce solutions/ processes.
• Demonstrate proficiency in knowledge of all strategic TM solutions and their benefits to our clients.
• Understand competitions' capabilities and gaps and how to position 5/3's services against them.
• Prepares and deliver quarterly client service reviews to upper tier assigned clients via phone / email.
• Develop personal relationships via phone/email with client contacts of upper tier assigned accounts.
• 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.
• Maintain lines of communications with relationship team members (RMs) individually and as a group.
• Review sales goals with RMs and ensure RMs are advised of calling strategies.
• Educate and advise RMs of new TM product development initiatives and packages.
• Assess knowledge level of individual RMs and bring each up to a minimum standard.
• Partner with internal resources to provide recommendations on sales opportunities to include cross-sell opportunities to existing clients.

Client Experience:

• Work closely with various client servicing teams to ensure excellent client service on an on-going basis.
• Assist with general bank communications to assigned clients.
• Take ownership and deliver timely resolution of client issues.
• Develop knowledge of internal resources for accurate response to client issues.
• Understand and communicate implementation time-line to align with client expectations.
• Ensure proper account documentation and all requisite agreement execution.
• Communicate recurring or serious product issues to management.
• Recommend viable solutions to improve client service.

Leadership:

• Understands, appreciates, and promotes the history of 5/3 Bank, its financial position, operating model, and commitment to a positive client experience.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Undergraduate degree is required.
• Prefer at least 1 to 3 years of experience in a financial services sales environment is preferred.
• Demonstrated record of consistently exceeding performance goals.
• Possess a strong desire to constantly strive to improve oneself.
• Must have strong client interaction skills and has demonstrated the ability to influence the outcome of a sales process.
• Requires the aptitude for powerful presentations and negotiation skills.
• Ability to articulate the benefits of our TM solutions to clients.
• Proven product and sales knowledge sufficient to help mentor new team members.
• Demonstrated knowledge of a wide array of treasury management products.
• Excellent oral and written skills.
• Basic proficiency in PC software (MS Office).
• Technical Treasury Management competencies.
• Understanding of Treasury Management products and solutions.
• Ability to build upon existing client relationships
• Ability to evaluate client needs.
• Basic understanding of financial statement analysis.

TM Inside Sales Officer I

Total Base Pay Range 61,200.00 - 125,500.00 USD Annual

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION -- Cincinnati, Ohio 45202

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Fifth Third is a bank that’s as long on innovation as it is on history. Since 1858, we’ve been helping individuals, families, businesses and communities grow through smart financial services that improve lives. With a commitment to taking care of our customers, employees, communities and shareholders, our goal is not only to be the nation’s highest performing regional bank, but to be the bank people most value and trust.