Treasury Management Officer III

Fifth Third Bancorp
Charlotte
Workplace: OnsiteFull timeFunction: Finance & AccountingEducation: bachelorsSkills: ["Client relationship building","Negotiation","Presentation","Written communication","Oral communication"]

Own revenue growth for treasury management services by driving new business and cross-sell opportunities, delivering excellent client service, and supporting retention through ongoing consultation. Prospect with internal partners, articulate the value proposition in sales processes, and manage a pipeline in a CRM tool. Prepare quarterly client service reviews, develop C-suite relationships, and partner with client specialists to resolve issues and align implementation timelines with client expectations.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Treasury Management Officer III

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Own revenue growth for treasury management services by driving new business and cross-sell opportunities, delivering excellent client service, and supporting retention through ongoing consultation. Prospect with internal partners, articulate the value proposition in sales processes, and manage a pipeline in a CRM tool. Prepare quarterly client service reviews, develop C-suite relationships, and partner with client specialists to resolve issues and align implementation timelines with client expectations.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Drive business development (new and cross-selling) while delivering client service excellence, retention, and consultation.
  • •Articulate the value proposition to internal and external clients and present working capital solutions.
  • •Develop and manage a sales pipeline of opportunities, making win/loss decisions and actively managing it in a CRM tool.
  • •Prepare and deliver quarterly client service reviews and communicate with relationship managers on calling strategies and product initiatives.
  • •Lead risk-aware execution by identifying, assessing, managing, monitoring, and reporting risks; resolve client issues and ensure account documentation and agreements.

Key Requirements

  • •6 years of experience in treasury management / commercial banking sales.
  • •Bachelor's or Master's degree in Business (e.g., Business Administration, Finance, Accounting) or equivalent work experience.
  • •CTP certification.
  • •Demonstrated record of consistently exceeding performance goals with strong client interaction and influence in a sales process.
  • •Strong presentation and negotiation skills, with advanced financial statement analysis and working capital management knowledge.
Experience:Commercial bankingTreasury management
Education:Bachelor's in Business Administration, Finance, Accounting
Skills:Client relationship buildingNegotiationPresentationWritten communicationOral communication
Certifications:CTP
Tech Stack:CRMMS Office

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
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Glassdoor: 3.7
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