Large Corporate Treasury Management Officer III

Fifth Third Bank; San Francisco (CA); On-site; USD 96,500 - 207,500; Full time

Benefits offered by this job

Comprehensive benefits

Incentive compensation plan

Job summary

Fifth Third Bank is looking for a Treasury Management Officer III in San Francisco who will be responsible for business development including new client acquisition, client service excellence, and developing a client portfolio. Candidates should have a bachelor’s degree, CTP certification, and at least 6 years of experience in treasury management. The role offers an annual salary range of $96,500 to $207,500, plus participation in an incentive compensation plan and excellent benefits.

Qualifications

• 6 years of experience in treasury management/commercial banking sales required.
• Record of consistently exceeding performance goals.
• Strong desire to constantly improve oneself.

Responsibilities

• Articulate Fifth Third’s value proposition to clients.
• Identify client needs and present working capital solutions.
• Develop personal relationships with decision-makers.

Skills

Client interaction skills

Presentation skills

Negotiation skills

Analysis of financial statements

Treasury management products knowledge

Ability to influence sales process

Education

Bachelor’s or Master’s degree in Business

CTP certification

Tools

MS Office

Job description

Treasury Management Officer III

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

General Function

Member of a highly productive, industry‑leading team of treasury professionals. Responsible for business development, including new client acquisition and cross‑sell, client service excellence, client retention, and consultative engagement with focus on Title & Escrow and Specialty Deposits.

Revenue growth and client retention are paramount. Work with a One Bank team to understand clients’ and prospects’ business environments, strategies, and industries to best determine financial needs and appropriate working capital management solutions.

Develops and manages a client portfolio by applying industry and product knowledge to identify, position, and deliver appropriate treasury and deposit solutions. Demonstrates understanding of Title & Escrow and Specialty Deposits business models, account structures and high‑transaction and deposit environments.

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 ensuring 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

• Persuasively articulate Fifth Third’s value proposition to internal and external clients to influence the outcome within the sales process.
• Identify client needs and present working capital solutions to clients and prospects.
• Understand payment processes.
• Demonstrate proficiency in knowledge of all strategic TM solutions and their benefits to clients.
• Understand competitors’ capabilities and gaps and position 5/3’s services against them.
• Prepare and deliver quarterly client service reviews to clients.
• Develop personal relationships with C‑suite and senior management decision makers at client and prospect organizations.
• Devise and execute a plan to exceed sales goals.
• Develop a sales pipeline of both new and cross‑sell opportunities and manage them to a win/loss decision.
• Actively manage the pipeline using the CRM tool.
• Maintain lines of communication with RMs individually and as a group.
• Review sales goals with RMs and advise them on calling strategies.
• Educate and advise RMs on new TM product development initiatives.
• Assess knowledge level of individual RMs and bring each up to a minimum standard.
• Partner with RMs to provide recommendations on sales opportunities, including sales to new prospects and cross‑sell opportunities to existing clients.
• Work closely with assigned client specialists to ensure excellent client service on an ongoing basis.
• Assist with general bank communications to 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 timeline 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.

Minimum Knowledge, Skills and Abilities Required

• 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 treasury management/commercial banking sales required.
• Demonstrated record of consistently exceeding performance goals.
• Strong desire to constantly improve oneself.
• Strong client interaction skills and ability to influence the outcome of a sales process.
• Aptitude for powerful presentations and negotiation skills with internal and external clients.
• Ability to articulate benefits of strong working capital management solutions to clients.
• Proven product and sales knowledge sufficient to help mentor new team members.
• 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, Payments and Commerce products and solutions.
• Ability to build new and existing client relationships.
• Ability to evaluate client needs.
• Advanced understanding of financial statement analysis.
• Ability to provide strategic treasury advisory services.
• Understanding of investment management techniques.
• Basic understanding of loan structuring.
• Understanding of financial management principles.
• Advanced understanding of accounting techniques.

Base Pay

Total base pay range: $96,500.00 - $207,500.00 USD annual.

Location: Costa Mesa, California 92626.

Our total rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Base salary reflects the range of salary levels for all roles within this pay grade across the U.S. Individual salaries will vary based on role, skillset, experience, education, and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with payments based upon company, line of business and/or individual performance.

Our extensive benefits programs support the physical, financial, emotional and social well‑being of employees and their families. Learn more about benefits at https://www.53.com/content/fifth-third/en/careers/benefits.html.

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and promotes 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.