Family Office/Private Equity Payments TMO III
Core
Drive new profitable business and manage complex client relationships for large corporate cash management and treasury services.
Role type
Senior IC Treasury Management Officer (Sales & Relationship Management)
Builds
Strategic sales plans, client visitation, and cross-sell opportunities for treasury products.
Domain
Banking / Corporate Cash Management / Treasury Services
Deliverable
product features
Required skills
Large corporate cash management sales, relationship management, strategic sales planning, client visitation, proposal writing, cross-selling, industry/market expertise, negotiation, internal network mobilization
Preferred skills
Knowledge of credit process, overdraft management, pricing philosophy, Fifth Third products
Responsibilities
Develop strategic sales plans and execute them; manage client visitation and contact; understand client business environments to identify opportunities; promote sales through client meetings; manage the entire sales process; generate cross-sell opportunities with other lines of business.
Seniority
Senior, hands-on IC