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Treasury Management Officer
Sb Financial Group Inc. 4.0
Information management officer job in Bryan, OH
Education
A B.S. or B.A. degree in related field of study, or specialized banking education and training in related field preferred.
Experience
A minimum of three (3) years' related experience normally required.
Preferred Skills
Proficient reading, writing, grammar, and mathematics skills.
Proficient interpersonal relations, communicative, and sales skills.
A thorough knowledge of bank deposit services and deposit services software programs.
Valid driver's license.
Visual and auditory skills.
Role and Responsibilities
Responsible for identifying sales opportunities for the Bank's Treasury Management area; achieving goals as assigned; communicating with appropriate management and staff personnel; providing periodic reports
ESSENTIAL DUTIES
Identifies sales opportunities for the Bank's Treasury Management Services area as follows:
Jointly establishes quantitative sales objectives, with assigned supervisor, on an annual basis; this activity to be integrated with the Bank's annual marketing/sales plan.
Participate in independent and/or joint calling with business partners (Regional Leaders, Commercial Lenders, Small Business Lenders, Retail, Wealth Management and Private Banking) to develop prospects for sale of Treasury Management services such as online banking, remote deposit capture, positive pay, merchant services, etc.
Solicits new Treasury Management business from present and prospective customers; maintains ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities.
Develops, proposes and professionally presents comprehensive Treasury Management solutions based on client needs and objectives.
Participates in the development and promotion of new Treasury Management products.
Works with the Director of Treasury Management to increase Treasury Management clients and balances; jointly monitors Treasury Management services.
Works with the Director of Treasury Management and Information Technology personnel to identify new and emerging information technologies to be assimilated, integrated, and introduced within the Bank which will significantly impact the deposit services function.
Educates business partners in assigned region(s) in the knowledge and use of Treasury Management services. Assists them with pre-qualifying prospects with Treasury Management needs.
Achieve goals assigned to the Director of Treasury Management as established in the Division's annual operating plan.
Coordinates departmental tasks with coworkers inside and outside the department in order to ensure an efficient process and the completion of essential tasks needing proper segregation of duties.
Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; complies information as necessary or as directed and provides date to appropriate bank personnel.
Responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within give time frames and within established policy.
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Communicates with the Director of Treasury Management, other department managers, and appropriate staff personnel in order to integrate goals and activities.
Provides periodic reports to the Director of Treasury Management and other groups as required throughout the bank.
Ancillary Duties
Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual or departmental circumstances.
physical requirements:
Occasionally remains in a stationary position, often standing or sitting for prolonged periods.
The person in this position needs to occasionally move about inside the office to accomplish tasks.
Occasionally adjust or move objects in all directions.
Frequently communicates with others to exchange information.
Constantly moves wrists, hands, and/or fingers.
Must be able to assess the accuracy, neatness, and thoroughness of the work assigned.
Sedentary work that primarily involves sitting/standing.
$57k-97k yearly est. Auto-Apply 45d ago
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Remote Export Control Officer
Jobgether
Remote information management officer job
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Export Control Officer - REMOTE. In this pivotal role, you will be responsible for the maintenance and oversight of an Enterprise Export Control Compliance Program. Your expertise will facilitate compliance with export control and research security regulations across various departments. As part of a collaborative team, your input will help streamline operations and ensure high standards of compliance, significantly impacting the overall patient care experience.Accountabilities
Serve as the enterprise subject matter expert on export control and research security regulations.
Stay informed on current and changing laws, regulations, and enforcement actions.
Develop and maintain export control and research security policies and procedures.
Execute training and education programs on export control and research security.
Conduct export control reviews and restricted party screenings.
Collaborate with Supply Chain to integrate compliance into product development processes.
Work with Protective Services to operationalize travel programs.
Document and present compliance findings and recommendations.
Assist research teams with resolving compliance issues.
Maintain documentation of monitoring reports and investigative findings.
Collect and analyze data on monitoring findings.
Manage external inspections by regulatory agencies.
Requirements
Bachelor's Degree from an accredited college or university.
Advanced degree preferred (master's, Doctorate, or Juris Doctor).
Proficient in computer skills (Excel, Word, Outlook, PowerPoint).
Minimum of seven (7) years experience in export control compliance in a relevant setting.
At least three (3) years in a program management or supervisory role preferred.
Effective communication skills with government agencies.
Working knowledge of export control regulations.
Project management experience and understanding of root cause analysis.
Comfort working in matrixed relationships.
Benefits
Flexible remote work options.
Opportunities for professional growth and development.
Comprehensive benefits package.
Supportive work environment.
Collaborative team dynamics.
Access to advanced tools and resources to aid in your role.
Why Apply Through Jobgether? We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.#LI-CL1We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$25k-52k yearly est. Auto-Apply 4d ago
Relationship Management Officer, Wealth Advisory
Glenmede Trust Co 4.6
Information management officer job in Beachwood, OH
Empowering Financial Futures.
For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.
Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.
Private Wealth:
Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.
To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.
This position will operate in a hybrid work environment, 3 days per week in the office (Cleveland, OH), however you are expected to be in the office full time for the first 90 days.
OVERVIEW:
The Relationship ManagementOfficer, Wealth Advisory position is part of an interdisciplinary private client wealth management team responsible for goals-based wealth management, effective trust administration, and overall excellence in client experience. This position will provide day-to-day client management for designated relationships and will provide Wealth Advisory service and support for other designated relationships. The scope of responsibilities includes relationship management, fiduciary and account administration, wealth advice, and other functions as required to ensure excellent relationships with clients and business partners, and success with firm-wide initiatives.
RESPONSIBILITIES:
Relationship Management and Client Service: Manage designated client relationships and provide client service and support for moderately complex relationships as a part of an interdisciplinary Relationship Management team. Identify client needs, address client concerns, resolve issues (with guidance from senior officers where appropriate) and respond to client inquiries while keeping relevant parties involved. Effectively communicate with clients, external partners and colleagues regarding fiduciary, tax, legal, administrative, investment and other wealth management matters. Plan and prepare for client meetings, including pre-call, preparation of meeting materials and post-meeting follow up.
Fiduciary and Account Administration: Serve as fiduciary advisor for designated clients, including preparing summaries and recommendations for discretionary actions, communicating with trustees and beneficiaries, administering special assets, preparing annual trust reviews, preparing and maintaining Client Wealth Objectives, and ensuring that fiduciary standards and practices are observed at all times. In addition, provide daily administration for trust and investment accounts, including transaction management and/or execution, overdraft and tax lot management, account opening, set-up and funding, account termination, and other administrative functions in support of Relationship Management team clients. Consult with Fiduciary Practices Committee, Trust Counsel, Tax, Portfolio Management, beneficiaries, outside trustees, attorneys and CPAs as appropriate.
Wealth Advisory: Exhibit strong knowledge of relevant aspects of wealth advisory for all account types and provide client-appropriate advice, with guidance from senior officers, where appropriate. Prepare Wealth Advisory materials for client meetings in collaboration with Wealth Planning, Portfolio Management, Tax and other team members, including relationship summaries, goals-based wealth plans and trust synopses. Analyze and interpret relevant legal documents including wills, trusts, agreements and entity documents, and explain to clients basic to moderately complex estate, tax and financial plans (including net worth, cash flow, and Monte Carlo analysis).
Firm Building: Participate in special projects and firm-wide initiatives to deepen understanding of multidisciplinary wealth management practice areas, create effective working relationships with colleagues and peers across the firm, and to develop effective presentation skills. Collaborate with colleagues and associates across the firm to enhance best practices, engage appropriate resources and foster strong team dynamics. As part of an integrated wealth management team, hold a basic understanding of asset classes, allocation, risk and Prudent Investor standards, as well as Glenmede's investment philosophy and process, with the ability to effectively communicate relevant basic principles to clients. Participate in new business development and presentations for prospective clients, develop referrals and expand client relationships, cultivate your professional network consistent with Glenmede's reputation and business goals.
REQUIRED QUALIFICATIONS:
Bachelor's degree required.
5+ years of experience in financial services, preferably in a fiduciary operating environment or in a wealth management, law or accounting firm.
PREFERRED QUALIFICATIONS:
Advanced degree/certification preferred. (JD, MBA, CTFA, CFP, CPA)
Knowledge of trust management, financial planning, philanthropic planning and fiduciary law.
Strong verbal and written communication skills for effective interactions with clients, colleagues and external advisors.
Detail-oriented, especially with financial calculations and administrative requirements. Full understanding of client privacy and confidentiality.
Superior team orientation.
Command of Microsoft Office and ability to adapt to investment and wealth management-oriented IT applications (e.g. Salesforce, Global Plus, eMoney, InvestEdge).
Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************
Our Benefits Overview:
-Competitive health and welfare benefits, including company HSA contributions
-Numerous voluntary benefit choices available
-Superior 401k match
-Tuition reimbursement
-Company subsidized commuter benefits
-Generous paid time off, including parental leave
-Plus more!
Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. ****************************************************
** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.
#LI-Hybrid
$35k-60k yearly est. Auto-Apply 60d+ ago
Commercial Treasury Management Officer II
PNC Financial Services Group, Inc. 4.4
Remote information management officer job
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Treasury ManagementOfficer II within PNC's Treasury Management Commercial Sales organization, you will be based in San Antonio TX.
This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Coordinates relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with moderate levels of risk and complexity of needs. Generally works with a moderate degree of supervision.
* Works within stated guidelines to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of non-credit products and services.
* Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational risks.
* Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty through strategic dialogue and opportunity quantification.
* Manages effective network of internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Ensures awareness of the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities. As defined with the business, demonstrates ability to analyze, evaluate and inform on treasury product knowledge, industry benchmarking, and solution positioning.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
Competencies
Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Prospecting., Sales Negotiating, Selling., Tech Savvy
Work Experience
Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$52k-79k yearly est. 60d+ ago
Treasury Management Officer
Civista Bank 3.9
Information management officer job in Dayton, OH
At Civista Bank, we pride ourselves on being a vibrant community of dedicated professionals committed to positively impacting the lives of our customers and the communities we serve.
Our culture is built on a foundation of integrity, innovation, and inclusivity, where every team member is valued and empowered to contribute their unique insights and skills towards our collective success. We believe in fostering a supportive environment that champions professional growth and personal well-being, offering a suite of competitive benefits tailored to meet the diverse needs of our employees, reinforcing our dedication to work-life balance, and enabling our team to excel in their careers and personal lives.
Civista Bank is currently looking for a Treasury ManagementOfficer to cover the Dayton Ohio area.
Position Purpose:
The Treasury ManagementOfficer is responsible for proactively attracting new business and expanding current company relationships in treasury management and depository products. The TMO will partner with Commercial Lenders and other sales units to develop and deliver customized treasury solutions.
Key Accountabilities, Responsibilities and Expectations:
Actively call on new and existing commercial clients to develop and grow cash management sales business.
Monitor and enhance profitability of all assigned relationships. Proactively review assigned client base and identify deposit and cash management services, solutions, and cross-sale opportunities based on customer needs.
Create & evaluate cash management sales proposals and pricing for prospective and existing clients to further develop and strengthen business relationships.
Prepare for pre-proposal discussions to fully understand client needs and shape preferred solutions.
Directly responsible for management and retention of client's operating business by ensuring client satisfaction with cash management services and solutions and increasing portfolio revenue.
Promote business for the Bank by maintaining up to date and thorough knowledge of cash management sales programs, products and services, as well as applicable regulatory and compliance requirements.
Work closely with service and operational areas of the Bank, third party vendors, etc. providing input to Bank systems designs, modifications, and implementation of cash management services implementation processes.
All other duties assigned and any activities that support the key accountabilities.
Requirements
Qualifications, Knowledge and Skills:
Minimum five years' experience in the banking or financial industry; sales or marketing experience preferred.
Bachelor's degree in business or finance related field or equivalent work experience.
Treasury Management designation preferred (CTP).
Above average computer literacy (Microsoft Office Suite). Ability to become proficient in use of specific software required for position.
A high level of initiative, thoroughness, accuracy and confidentiality required.
Detail oriented with strong analytical skills.
Solid oral and written communication, sales and public relations skills.
Must have strong client interaction skills and has demonstrated the ability to influence the outcome of sales process.
Requires the aptitude for powerful presentations and negotiation skills with internal and external clients.
Proven product and sales knowledge
Understanding of Treasury Management, Payments and Commerce products and solutions.
Ability to build new & existing client relationships.
Ability to evaluate client needs.
Advanced understanding of financial statement analysis.
Ability to provide strategic treasury advisory services.
Understanding of investment management techniques.
Work involves travel to make customer calls, attend meetings, training, civic functions, and so forth.
EOE - Race/Sex/Disability/Veteran
This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.
$33k-51k yearly est. 59d ago
Cleared Somali & Other Languages - US Army Africa Command
Atlas Advisors 3.8
Information management officer job in Columbus, OH
Atlas Advisors, LLC (ATLAS) is seeking cleared linguists to provide general language support on the AFRICOM contract. Candidates should have an active security clearance and be fluent in one of the target languages to work in the US Army Africa Command (AFRICOM) Area of Responsibility (AOR). Additional requirements include experience transcribing and analyzing documents, and conducting real -time interpretation during interviews and meetings with high ranking military and police officials, tribal leaders, and government officials.
Fluency is required in English and at least one of the following target languages: Acholi, Afar, Amharic, Arabic, Arabic - Yemeni, Chinese Mandarin, French, French/Somali, Hausa, Somali, Somali/Amharic, Somali/Arabic, Somali/Swahili, Swahili, Swahili/Turkish, Turkish, and Zarma.
RequirementsMINIMUM QUALIFICATIONS
• US Citizen
• Possess a Secret or higher security clearance
• Excellent command of both English and the target language
• Ability to successfully complete all US Government required pre -deployment medical and psychological screening
• Willing to travel overseas to the AFRICOM AOR
• Provide concise interpretation and translation in both English and the target language
• Able to remain flexible with long work hours, difficult assignments and multiple work locations
• Must be able to live and work in austere and harsh environments
• Ability to manage stressful situations and function at a high level for extended periods of time
• Ability to function as a professional team member, making informed, accurate, and timely decisions as needed
• Possess basic computer and typing skills (Windows, Word, Excel, PowerPoint)
DESIRED QUALIFICATIONS
• Able/willing to obtain TS/SCI clearance
• Able/willing to work in AFRICOM AOR under austere conditions
ROLES/RESPONSIBILITIES
• Provide operational contract language support to US Army Africa Command (AFRICOM) Area of Responsibility (AOR)
• Provide general language support for military operations and interpret during interviews, meetings, and conferences
• Interpret and translate written and spoken communications
• Transcribe and analyze communications
• Scan, research, and analyze foreign language documents for key information
• Translate foreign language documents
• Identify and extract information components meeting military information requirements
• Provide input to reports
BenefitsCompetitive compensation package
$44k-73k yearly est. 60d+ ago
Global Command & Control Business Development Sr Stf
Lockheed Martin 4.8
Remote information management officer job
**Description:** **The Work** The C4ISR Global Command & Control \(GC2\) Business Development role is responsible to lead the planning and execution of new business opportunities in the US and internationally\. This includes supporting offer designs, cross\-functional coordination, capture plan development and execution, and internal deal development and approval\. The GC2 growth campaign is complex, with multi\-phased opportunities to help enable Joint All Domain warfighting capabilities\. It brings together best\-of\-breed capabilities from all four LM business areas and a broader industry team\. The GC2 Business Development role will assist in coordinating and collaborating across functions, lines of business and business areas to ensure clear communication of activities / opportunities and alignment to customer objectives and business goals\.
The GC2 Business Development role will support the GC2 BD team to help lead a new business campaign that consists of cross\-business and cross\-functional members across multiple time zones and countries\. This position will lead briefings, strategy meetings and decision milestones with senior/executive management\. In addition to the above, this position will support GC2 team with the following:
- Assist in day\-to\-day leadership of capture teams and coordination of all campaign activity
- Collaborate closely with team members to optimize cohesion and performance across cultures, time zones, continents, and regulatory constraints
- Lead/Support customer deliverables, workshops, demonstrations, exercises, and other shaping activity
- Provide thought leadership to support strategy development and execution
- Lead/Support 'Win Plan' activities such as opportunity qualification, Customer Value Proposition \(CVP\) development, color teams, Position to Win \(PTW\) and Design to Cost
- Support USG engagement activities and shape policy and technology release outcomes for the campaign
- Support teaming, and other industrial offset strategies
- Lead/Support campaign resource plan development, execution, and management across multiple sources of funds
- Develop and maintain productive business relationships with relevant current and potential international organizations, partner companies, internal LM partners, and suppliers
- Develop and execute a plan to achieve awareness and involvement by LM senior management in RMS and other LM business areas
This is a US\-based role requiring 25\-50% domestic and international travel\.
**Basic Qualifications:**
- Command and Control domain experience
- Ability to understand and interpret requirements and relate them back to campaign strategies
- Demonstrated experience driving tasks to closure with resourceful solutions to problems
- Demonstrated ability to execute multiple internal or external deliverables simultaneously
- Familiarity with the LM Win Plan
- Demonstrated experience working with a cross\-business area and cross\-functional team
- Excellent communication with an ability to negotiate and work with a variety of stakeholders
- Demonstrated ability to organize and motivate individuals with diverse backgrounds and experiences in pursuit of common objectives
- Flexibility to regularly support meetings at non\-standard times because of time zone differences in the US and internationally
**Desired Skills:**
- BD and/or capture experience
- US Army or USAF experience
- Demonstrated ability to form and maintain successful customer relationships - Build Effective Relationships
- Demonstrated success interacting with LM exec leadership
- Cost Account Manager \(CAM\) Experience
- Experience working with Lockheed Martin
- Multi\-task in a fast\-paced team environment and work well under pressure
- Possess effective relationship\-building skills with peers, leadership and suppliers
- You bring positivity and enthusiasm to every project you touch\. In addition to the work, you love being part of a team and working collaboratively through the process\.
**Security Clearance Statement:** This position requires a government security clearance, you must be a US Citizen for consideration\.
**Clearance Level:** Secret
**Other Important Information You Should Know**
**Expression of Interest:** By applying to this job, you are expressing interest in this position and could be considered for other career opportunities where similar skills and requirements have been identified as a match\. Should this match be identified you may be contacted for this and future openings\.
**Ability to Work Remotely:** Part\-time Remote Telework: The employee selected for this position will work part of their work schedule remotely and part of their work schedule at a designated Lockheed Martin facility\. The specific weekly schedule will be discussed during the hiring process\.
**Work Schedules:** Lockheed Martin supports a variety of alternate work schedules that provide additional flexibility to our employees\. Schedules range from standard 40 hours over a five day work week while others may be condensed\. These condensed schedules provide employees with additional time away from the office and are in addition to our Paid Time off benefits\.
**Schedule for this Position:** 4x10 hour day, 3 days off per week
**Pay Rate:** The annual base salary range for this position in California, Massachusetts, and New York \(excluding most major metropolitan areas\), Colorado, Hawaii, Illinois, Maryland, Minnesota, New Jersey, Vermont, Washington or Washington DC is $128,400 \- $226,435\. For states not referenced above, the salary range for this position will reflect the candidate's final work location\. Please note that the salary information is a general guideline only\. Lockheed Martin considers factors such as \(but not limited to\) scope and responsibilities of the position, candidate's work experience, education/ training, key skills as well as market and business considerations when extending an offer\.
**Benefits offered:** Medical, Dental, Vision, Life Insurance, Short\-Term Disability, Long\-Term Disability, 401\(k\) match, Flexible Spending Accounts, EAP, Education Assistance, Parental Leave, Paid time off, and Holidays\.
\(Washington state applicants only\) Non\-represented full\-time employees: accrue at least 10 hours per month of Paid Time Off \(PTO\) to be used for incidental absences and other reasons; receive at least 90 hours for holidays\. Represented full time employees accrue 6\.67 hours of Vacation per month; accrue up to 52 hours of sick leave annually; receive at least 96 hours for holidays\. PTO, Vacation, sick leave, and holiday hours are prorated based on start date during the calendar year\.
This position is incentive plan eligible\.
**Lockheed Martin is an equal opportunity employer\. Qualified candidates will be considered without regard to legally protected characteristics\.**
**The application window will close in 90 days; applicants are encouraged to apply within 5 \- 30 days of the requisition posting date in order to receive optimal consideration\.**
At Lockheed Martin, we use our passion for purposeful innovation to help keep people safe and solve the world's most complex challenges\. Our people are some of the greatest minds in the industry and truly make Lockheed Martin a great place to work\.
With our employees as our priority, we provide diverse career opportunities designed to propel, develop, and boost agility\. Our flexible schedules, competitive pay, and comprehensive benefits enable our employees to live a healthy, fulfilling life at and outside of work\. We place an emphasis on empowering our employees by fostering an inclusive environment built upon integrity and corporate responsibility\.
If this sounds like a culture you connect with, you're invited to apply for this role\. Or, if you are unsure whether your experience aligns with the requirements of this position, we encourage you to search on Lockheed Martin Jobs , and apply for roles that align with your qualifications\.
**Experience Level:** Experienced Professional
**Business Unit:** RMS
**Relocation Available:** Possible
**Career Area:** Business Development
**Type:** Full\-Time
**Shift:** First
$44k-72k yearly est. 60d+ ago
Commercial Associate Treasury Management Officer
PNC 4.1
Information management officer job in Cleveland, OH
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Associate Treasury ManagementOfficer within PNC's Treasury Management Commercial Sales organization, you will be based in Cleveland OH.
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Performs or assists in banking activities, including relationship management and/or product suite activities. Works under supervision and may have limited approval and/or exception authority.
+ Identifies and appropriately mitigates different types of risk, such as regulatory, reputational, and operational. Manages risk and may help ensure quality for new and/or existing clients. May assist in the preparation of offerings and/or scorecards.
+ Analyzes information and applies critical thinking skills to design and/or execute client solutions. This may include taking a transaction from request to booking and/or moving a selling conversation from proposal to closed business, inclusive of driving fee income through internal and/or external relationship management. Identifies and/or considers key factors in the decision-making process, such as internal policies/procedures, external regulatory requirements and clients' needs.
+ Interacts with internal/external clients to gather or clarify information and/or expand existing client relationships to develop skills needed to independently generate revenue and deepen share of wallet. Articulates recommendations to customers in response to client servicing and product-related inquiries. As defined with the business, demonstrates ability to analyze, evaluate and mitigate risk by utilizing fundamental knowledge of internal policies.
+ Participates in social learning, for example, identifies and networks with business representatives and peers and participates in mentoring, job shadowing and community outreach, to ensure appropriate foundations in credit, product and sales. May participate in formal learning recommended by the business to develop the skills needed to analyze, evaluate and inform on treasury product knowledge, industry benchmarking, and solution positioning.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
**Competencies**
Accuracy and Attention to Detail, Business Acumen, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities
**Work Experience**
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Pay Transparency**
Base Salary: $45,000.00 - $109,500.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
**Application Window**
Generally, this opening is expected to be posted for two business days from 11/07/2025, although it may be longer with business discretion.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$29k-56k yearly est. 60d+ ago
Treasury Management Officer II
Fifth Third Bank 4.6
Information management officer job in Columbus, OH
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:
Member of a highly productive, industry leading team of treasury professionals. Responsible for business development (new and cross-selling), client service excellence, client retention, and client consultation. Revenue growth and client retention are paramount. Self sourcing, networking externally, and partnering with key team members (within the local affiliate and/or group) to drive business. Responsible to prospect with internal partners. Work with a One Bank team to understand clients' and prospects' business environments, strategies, and industries to best determine the financial 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 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:
Sales Management:
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.
Demonstrate ability to identify client needs and the ability to present working capital solutions to clients and prospects.
Demonstrate ability to understand payment processes.
Demonstrate proficiency in knowledge of all strategic TM solutions and their benefits to our clients.
Understand competitions' capabilities and gaps and how to position Fifth Third's services against them.
Prepares and deliver quarterly client service reviews to clients.
Expected to develop personal relationships with C-suite and senior management decision makers at client and prospect organizations.
Devise and execute a plan to exceed sales goals.
Accountable for the development of a sales pipeline of both new and cross-sell opportunities and appropriately managing those to a win/loss decision.
Actively manage a pipeline using the CRM tool.
Maintain lines of communications with RMs individually and as a group.
Review sales goals with RMs and ensure RMs are advised of calling strategies.
Educate and advise RMs of new TM product development initiatives.
Assess knowledge level of individual RMs and bring each up to a minimum standard.
Partner with RMs to provide recommendations on sales opportunities to include sales to new prospects and cross-sell opportunities to existing clients.
Work closely with assigned client specialists to ensure excellent client service on an on-going basis.
Assist with general bank communications to clients.
Take ownership and deliver timely resolution of client issues.
Develop knowledge of internal resources for accurate response to client issues.
Understand and communicate implementation time-line to align with client expectations.
Ensure proper account documentation and all requisite agreement execution.
Communicate recurring or serious product issues to management.
Recommend viable solutions to improve client service.
Understands, appreciates, and promotes the history of 5/3 Bank, its financial position, operating model and commitment to a positive client experience.
MINIMUM KNOWLEDGE &, SKILLS REQUIRED:
Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
CTP certification is strongly encouraged.
Minimum of 4 years Commercial Banking /Treasury Management experience, preferably at least 3 years in a sales role.
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 with internal and external clients.
Demonstrated ability to articulate the benefits of strong working capital management 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:
Understanding of Treasury Management, Payment and products and solutions.
Ability to build new & existing client relationships.
Ability to evaluate client needs.
Basic understanding of financial statement analysis.
Ability to provide strategic treasury advisory services.
Understanding of investment management techniques.
Treasury ManagementOfficer II
At 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: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Columbus, Ohio 43215
Attention 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.
$86k-109k yearly est. Auto-Apply 3d ago
Treasury Management Officer
Cfbank 3.7
Information management officer job in Westerville, OH
We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business.
About the role:
The Treasury ManagementOfficer is responsible for effectively selling the Bank's depository and cash management services to existing and prospective clients, either in conjunction with commercial banking or on an individual basis, achieving fee income, and deposit goals and solidifying customer retention efforts by providing a superior level of relationship management and customer service. In addition to deepening TM relationships, this position may have additional responsibilities within the company such as driving internal thinking and initiatives for positioning CFBank as a premier Commercial Bank.
What you'll do:
* Achieve and exceed key objectives and goals in, business development, client retention, revenue growth, portfolio quality, fee income, cross-sales, referrals, client satisfaction, and knowledge of comprehensive cash management solutions.
* Call on new and existing commercial clients to develop and close cash management sales business. Proactively reviews assigned client base and identifies deposit and cash management services solutions and cross-sale opportunities based on customer needs and completes the sale.
* Maintain industry knowledge of cash management solutions and pricing to keep products current and competitive.
* Develop cash management sales proposals and pricing for prospective and existing clients to further develop and strengthen business relationships.
* Evaluate the result of recommended pricing on overall account profitability; recommend pricing exceptions for management review and approval.
* Conduct annual cash management reviews in conjunction with the Senior Credit Officer.
* Promote business for the Bank by maintaining up-to-date and thorough knowledge of cash management sales programs, products, and services, as well as applicable regulatory and compliance requirements.
* Partner with commercial lenders in pre-proposal discussions to fully understand client needs and shape preferred solutions.
* Actively participate in joint client and prospect calls and presentations with commercial lenders and branch sales officers to further business development and sales efforts; leads cash management discussions with clients and prospects, identifying and assessing client needs and challenges and communicating features/benefits of Bank programs, cash management products, and services.
* Directly responsible for managing and retention of client's operating business by ensuring client satisfaction with cash management services and solutions and increasing portfolio revenue.
* Work closely with service and operational areas of the Bank, third-party vendors, etc. providing input to Bank systems designs, modifications, and implementation of cash management services implementation processes, and day-to-day client service delivery, as needed and requested.
* Perform research and data gathering activities, track/monitor and prepare reports, and work on special projects and assignments as requested.
Desired Qualifications:
* 5+ years of recent experience in TM sales and relationship/portfolio management.
* Proven experience with business development and closing new sales in the commercial banking environment.
* CTP (Certified Treasury Professional) certification a plus!
* Ability to travel is required. This may include overnight travel and extended stay as needed.
What We Offer:
* Competitive compensation package including annual bonus opportunity that includes both cash and stock ownership
* Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.
* Professional development opportunities including educational/training opportunities
* "Accelerated" 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3-year vesting
* Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)
* Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources
* One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success
$24k-28k yearly est. 52d ago
Regional Treasury Management Officer I
PNC Financial Services Group, Inc. 4.4
Information management officer job in Cincinnati, OH
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Regional Treasury ManagementOfficer I within PNC's Treasury Management Commercial Sales organization, you will be based in Cincinnati OH.
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* The Virtual Treasury Manager is a regional sales position working within multiple markets. This individual utilizes strong virtual communication skills in lieu of in-person meetings to manage new and existing clients. This role works with clients with basic levels of risk and complexity of needs. This role is responsible for new client acquisition as well as growing share of wallet with existing clients.
* Identifies customer needs to help them succeed financially by presenting the full range of PNC's products and services. Provides ideas and insights based on understanding of the clients needs and their financial well-being while focusing on increasing client engagement and loyalty. Remotely develops and manages clients across multiple markets, aimed at growing sales, increasing revenue and deepening share of wallet in an effort to transition them to primary clients. Coordinates the implementation and documentation of non-credit products and services.
* Actively call on internally generated lists of targeted prospective clients. Leverages knowledge of the industry and market to prioritize efforts. Manages the origination, financial analysis, negotiation and documentation of non-credit products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
* Collaborates with Virtual TM team to share best practices and opportunities. Leverages corporate sales development partners to engage in effective client and prospect outreach. Coordinates with market Relationship Managers and Market Leaders to transition larger relationships or more complex clients, as appropriate. Utilizes technology to enhance client engagement and loyalty through multiple channels of communication.
* Effectively manages risk/return in accordance with PNC's risk profile and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational risks.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Client Outreach, Content Development, Credit Products, Customer Engagement, Customer Loyalty, Customer Solutions, Identifying Sales Opportunities, Small Businesses
Competencies
Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Prospecting., Sales Negotiating, Selling., Tech Savvy
Work Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Pay Transparency
Base Salary: $55,000.00 - $109,500.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 01/21/2026, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$55k-109.5k yearly 8d ago
Treasury Management Officer III
Fifth Third Bank 4.6
Information management officer job in Cincinnati, OH
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:
Member of a highly productive, industry leading team of treasury professionals. Responsible for business development (new and cross-selling), client service excellence, client retention, and client consultation. Revenue growth and client retention are paramount. Self sourcing, networking externally, and partnering with key team members (within the local affiliate and/or group) to drive business. Responsible to prospect with internal partners. Work with a One Bank team to understand clients and prospects business environments, strategies, and industries to best determine the financial 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 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:
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.
Demonstrate ability to identify client needs and the ability to present working capital solutions to clients and prospects.
Demonstrate ability to understand payment and commerce solutions/ processes.
Demonstrate proficiency in knowledge of all strategic TM solutions and their benefits to our clients.
Understand competitions' capabilities and gaps and how to position 5/3's services against them.
Prepares and deliver quarterly client service reviews to clients.
Expected to develop personal relationships with C-suite and senior management decision makers at client and prospect organizations.
Devise and execute a plan to exceed sales goals.
Accountable for the development of a sales pipeline of both new and cross-sell opportunities and appropriately managing those to a win/loss decision.
Actively manage a pipeline using the CRM tool.
Maintain lines of communications with RMs individually and as a group.
Review sales goals with RMs and ensure RMs are advised of calling strategies.
Educate and advise RMs of new TM product development initiatives.
Assess knowledge level of individual RMs and bring each up to a minimum standard.
Partner with RMs to provide recommendations on sales opportunities to include sales to new prospects and cross-sell opportunities to existing clients.
Work closely with assigned client specialists to ensure excellent client service on an on-going basis.
Assist with general bank communications to clients.
Take ownership and deliver timely resolution of client issues.
Develop knowledge of internal resources for accurate response to client issues.
Understand and communicate implementation time-line to align with client expectations.
Ensure proper account documentation and all requisite agreement execution.
Communicate recurring or serious product issues to management.
Recommend viable solutions to improve client service.
Understands, appreciates, and promotes the history of 5/3 Bank, its financial position, operating model and commitment to a positive client experience.
MINIMUM KNOWLEDGE AND SKILLS REQUIRED:
Undergraduate degree is required.
MBA or advanced degree is desirable.
CTP certification is strongly encouraged.
Minimum of 2 years Wholesale/Commercial Banking experience, 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 with internal and external clients.
Demonstrated ability to articulate the benefits of strong working capital management 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.
Understanding of Treasury Management products and solutions.
Ability to build new & existing client relationships.
Ability to evaluate client needs.
Basic understanding of financial statement analysis.
Treasury ManagementOfficer III
At 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: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45202
Attention 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.
$86k-109k yearly est. Auto-Apply 18d ago
Learn more about information management officer jobs