Travis Whitley
VP Treasury Management Sales Officer III @ Fifth Third Bank | FINRA, Credit Training
- Role
- VP Middle Market Treasury Management Sales Officer Iii at Fifth Third Bank
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
About Travis Whitley
As a VP of Treasury Management at Fifth Third Bank, I develop new business, expand…
Experience
VP Middle Market Treasury Management Sales Officer Iii
Nov 2019 — Present · Orlando, FL, US
Responsible for developing new business, expanding existing business and promoting all Treasury Management products and services.Thought leader; focused internal and external conversation on industry changes, business issues, best practices and benchmarking; understands what is changing, but possesses sufficient industry knowledge to make suggestions and recommendations.Create proposals to outline appropriate products and services after analyzing client cash flow and operating procedures.Fully negotiate and document technical components to include proposal letters, fee agreements and final contracts.Participate in an active calling program to seek out prospective customers through proactive prospecting skills, leveraging bankers, and self-generated leads.Facilitate excellent customer service, to include: implementing new Treasury Management services, resolving issues, responding to questions, performing maintenance, and leveraging appropriate bank partners.Work closely with Commercial Bankers on business development activities and take a leadership role in assisting assigned markets meet their strategic goals.Maintain knowledge about commercial banking products to ensure regulatory compliance and risk mitigation.Conduct training sessions on product enhancements for the bank team and on-site as customer requires.
Education
Columbus State University
B.A
Columbus State University
Master
Georgia State University
of a B.A
Skills
- B2b
- Banking
- Budgets
- Business Planning
- Cash Flow
- Finance
- Loans
- Management
- Microsoft Excel
- Sales
- Sales Management
- Strategic Planning
- Time Management
- Insurance
- Leadership
- Team Building
- Microsoft Office
- Credit
- Financial Analysis
- Financial Services
- Relationship Management
- Loan Origination
- Consumer Lending
- Training
- New Business Development
- Portfolio Management
- Investments
- Customer Service
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