Treasury Management Officer III - Family Office/Commercial Banking
Cincinnati, OH, United States2w ago
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Key details
- Location
- Cincinnati, OH, United States
- Work style
- Onsite
- Level
- Senior
- Job type
- Full-time
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- 2w ago
Skills
About the role
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:
The Family Office/Commercial Banking Treasury Management Officer III serves as a strategic treasury advisor to family office and closely hold business clients across both Commercial Banking and Private Banking. The role partners with Relationship Managers, Private Banking Officers, and other specialists to understand the full client relationship and deliver treasury solutions for liquidity, payments, working capital, and fraud mitigation. The individual will grow an existing portfolio and develop new relationships through prospecting, internal referrals, and centers of influence, while providing a discreet, consultative client experience.
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:
- Drive profitable growth across a designated portfolio of family office and closely hold business relationships through new-client acquisition, relationship expansion, and coordinated cross-bank opportunities.
- Develop and execute strategic relationship plans in partnership with Commercial Relationship Managers, Private Banking Officers, Family Wealth, Investment Bank, Specialty Credit, Trust, Investments, and other appropriate specialists.
- Build trusted relationships with clients, prospects, referral partners, and internal coverage teams.
- Understand the clients' business environments, strategies, and industry to better determine their requirements, identify potential new business opportunities and provide the appropriate solution(s).
- Understand the competitions' capabilities and gaps, and how to position Fifth Third against them.
- Promote sales through frequent client meetings and discussions covering new products, market and industry developments.
- Manage proposal writing and the entire sales process.
- Maintain in-depth knowledge of the complete client relationship, share relevant client and risk information with internal partners, and ensure commercial and private banking teams remain aligned on relationship strategy and execution.
- Provide feedback to product managers based on client needs and market input.
- Identify opportunities across the broader relationship by connecting the treasury needs of operating companies and investment entities with the banking, credit, liquidity, and wealth-related priorities of family-office principals.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- Possess 7 or more years of treasury management, cash management, sales, and relationship-management experience supporting commercial, private banking, family office, wealth management, or similarly complex client relationships.
- Knowledge of treasury solutions supporting complex and multi-entity relationships.
- Strong executive presence and the ability to communicate with senior and sophisticated client audiences.
- Ability to generate ideas, identify and drive the development of new business.
- Demonstrate excellent/strong selling and negotiation skills.
- Demonstrate excellent/strong verbal and written communication skills.
- Possess strong knowledge of the family office, closely held business, or ultra-high-net-worth client environment, including the relationship between operating businesses, investment structures, and family liquidity.
- Demonstrate strong time management, organizational and planning skills.
- Possess strategic thinking skills.
- Ability to mobilize internal networks and resources.
- Ability to use various PC and internet-based systems to manage their business portfolio.
- Demonstrate cultural sensitivity and awareness.
- Possess knowledge and understanding of Fifth Third products, credit process, overdraft management discipline, and pricing philosophy preferred.
- Up to 50% travel required.
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Treasury Management Officer III - Family Office/Commercial BankingAt Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45202Attention 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 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.