Fifth Third Bank TM Inside Sales Officer I in CINCINNATI, Ohio
Fifth Third Bank is one of the top-performing banks in the country, with a heritage that spans more than 150 years. We've staked our claim on looking at things differently to making banking a Fifth Third Better. This applies to our relationships with customers and employees alike.
We employ about 18,000 people, and what we offer is:
# A chance for employees to build their future, with supportive career development and financial wellness programs.
# An environment where we win together. We celebrate achievement and work collaboratively. We're also a three-time Gallup Great Workplace honoree.
# An invitation to impact lives in a positive and lasting way. Everything we do is geared toward improving lives. That's fun and exciting.
It comes down to the fact that Fifth Third is a warm and caring place to with which to grow # as a customer or as a team member.
Building upon a rich history of innovation in the payments space, the Fifth Third Payments and Commerce Solutions division combines existing businesses such as Treasury Management, Commercial and Consumer Card and Currency Processing Solutions with resources specialized in developing innovative commerce-enabled solutions. Our goal is to provide solutions for complex high-transaction industries and segments and to provide a deeper, more holistic experience to our customers. This division enables Fifth Third Bank to think comprehensively around our customers' needs before, during and after the payment transaction. We are a team of innovators focused on providing best in class solutions to our clients and leveraging technology to improve the overall customer experience.
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 clientconsultationsvia 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 bestdetermine thefinancial 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 thatactions 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:
o 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
o Demonstrate ability to identify client needs and present working capital solutions to clients and prospects
o Demonstrate ability to understand payment and commerce solutions/ processes
o Demonstrate proficiency in knowledge of all strategic TM solutions and their benefits to our clients
o Understand competitions' capabilities and gaps and how to position 5/3's services against them
o Prepares and deliver quarterly client service reviews to upper tier assigned clients via phone / email
o Develop personal relationships via phone/email with client contacts of upper tier assigned accounts
o Devise and execute a plan to exceed sales goals
o Accountable for the development of a sales pipeline of both new and cross-sell opportunities and appropriately managing those to a win/loss decision
o Actively manage a pipeline using the CRM tool
o Maintain lines of communications with relationship team members (RMs) individually and as a group
o Review sales goals with RMs and ensure RMs are advised of calling strategies
o Educate and advise RMs of new TM product development initiatives and packages
o Assess knowledge level of individual RMs and bring each up to a minimum standard
o Partner with internal resources to provide recommendations on sales opportunities to include cross-sell opportunities to existing clients
o Work closely with various client servicing teams to ensure excellent client service on an on-going basis
o Assist with general bank communications to assigned clients
o Take ownership and deliver timely resolution of client issues
o Develop knowledge of internal resources for accurate response to client issues
o Understand and communicate implementation time-line to align with client expectations
o Ensure proper account documentation and all requisite agreement execution
o Communicate recurring or serious product issues to management
o Recommend viable solutions to improve client service
o Understands, appreciates, and promotes the history of 5/3 Bank, its financial position, operating model, and commitment to a positive client experience
SUPERVISORY RESPONSIBILITIES: None
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:
o Understanding of Treasury Management products and solutions
o Ability to build upon existing client relationships
o Ability to evaluate client needs
o Basic understanding of financial statement analysis
Fifth Third Bank 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.