Sr. Treasury Solution Consultant

Posted 8 Days Ago
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Charlotte Center, NY
Mid level
Fintech
The Role
As a Sr. Treasury Solution Consultant, you will be responsible for generating Treasury Management revenue, developing proposals and presentations, assisting with solution development, and enhancing client relationships. You must demonstrate knowledge of Treasury Management solutions while proactively identifying opportunities and maintaining financial forecasting support.
Summary Generated by Built In

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GENERAL FUNCTION:

Under moderate supervision, responsible for generating Treasury Management revenue for assigned solution sets within assigned territories. Working closely with RMs and TMOs, identify solutions to support the needs of clients and prospects. Responsible for involvement in sales planning, marketing initiatives, and product development/enhancement deployment. Develops detailed understanding about a client’s financial and operational processes, key decision criteria, technology, and the competition in support of delivering powerful proposals and presentations resulting in winning new business.

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:

  • Demonstrate proficiency in assigned Treasury Management solutions.
  • Develop and execute plan to achieve revenue goal.
  • Assist the TMOs and RMs on Treasury Management opportunities including solution development and pricing recommendations.
  • Act as liaison between the TMO, Product, Operations and IT to define and present the best solution to the client.
  • Have detailed understanding of how solutions impact the client’s working capital.
  • Ability to match client needs with bank solutions and to articulate the solutions to clients.
  • Provide business process consultation to clients and prospects to identify opportunities.
  • Identify opportunities to broaden product feature/functionality based on market and competitive intelligence.
  • Maintain and enhance industry knowledge via conferences, industry periodicals, market segment studies, focus groups, etc.
  • Create Fifth Third brand awareness through speaking at industry forums.
  • Demonstrate all key TM solutions to clients.
  • Maintain Standard RFP responses.
  • Maintain pipeline to support financial and resource forecasting.
  • Identify opportunities in Sales pipeline and manage then through closure.

MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED:

  • Undergraduate degree or equivalent experience required.
  • 3 - 5 years of Treasury Management experience with a focus in Sales and/or Product Management required.
  • Thorough understanding of how Treasury Management solutions help clients improve working capital.
  • Ability to consult with clients to identify opportunities.
  • Ability to work with cross-functional teams.
  • Excellent oral and written communication skills.
  • Proficiency in MS Office tools.

Sr. Treasury Solution ConsultantLOCATION -- Charlotte, North Carolina 28202

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.

The Company
Cincinnati, OH
20,258 Employees
On-site Workplace

What We Do

At Fifth Third Bank, we are always listening to new ideas so that we can strengthen our commitment to you and the communities we serve.

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