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About the Role
The Treasury Management Sales Associate I (TMSA I) partners with Treasury Management Officers (TMOs) to support client and prospect opportunities and the overall sales process. This role provides sales, pricing, and analytical support throughout the deal lifecycle, offering an opportunity to build Treasury Management knowledge and commercial banking experience.
Responsibilities
- Partner with assigned TMOs to support client and prospect opportunities throughout the sales process, including deal preparation, research, analysis, and coordination of sales-support activities.
- Conduct client, prospect, portfolio, and industry research to support sales strategy, relationship reviews, opportunity identification, and cross-sell opportunities.
- Assist with pricing models, proformas, profitability analysis, and pricing requests, ensuring information and supporting documentation are accurate and complete.
- Prepare and coordinate client-facing materials, proposals, and RFP support using established processes, templates, and resources.
- Manage assigned sales-support requests from intake through completion, coordinating with internal partners, monitoring progress, and communicating status and next steps.
- Collaborate across Sales, Relationship Management, Pricing, Product, Operations, Client Care, and other internal partners to support effective deal execution and a consistent client experience.
- Develop knowledge of Treasury Management products, pricing, processes, and systems, applying established procedures and escalating questions or more complex matters when appropriate.
- Contribute to team coverage, knowledge sharing, and process improvements that support sales effectiveness and a consistent TMSA experience.
Requirements
- Bachelor’s degree or equivalent combination of education and relevant experience.
- Experience or demonstrated interest in Treasury Management, Commercial Banking, Commercial Payments, banking sales support, or financial services.
- Strong analytical, problem-solving, organizational, and communication skills, with attention to accuracy and detail.
- Ability to manage multiple priorities, follow established processes, collaborate effectively, and drive assigned requests through completion.
- Demonstrated initiative, accountability, and willingness to develop Treasury Management and commercial banking knowledge.
- Proficiency with Microsoft Office applications and the ability to learn Treasury Management pricing, account-analysis, CRM, and workflow systems.
Skills
- Analytical skills
- Problem-solving skills
- Organizational skills
- Communication skills
- Attention to accuracy and detail
- Ability to manage multiple priorities
- Ability to follow established processes
- Collaboration
- Ability to drive requests through completion
- Initiative
- Accountability
- Willingness to develop Treasury Management and commercial banking knowledge
- Proficiency with Microsoft Office applications
- Ability to learn Treasury Management pricing, account-analysis, CRM, and workflow systems
Location
- Houston, Texas 77002
Work Type
- Full-time
Experience Level
- Associate
Education Level
- Bachelor's degree
Salary/Compensations
- 48,100.00 - 96,200.00 USD Annual
Benefits
- Comprehensive benefits
- Differentiated compensation offerings
- Incentive compensation plan
- Programs supporting physical, financial, emotional and social well-being
About the Company
- Make banking a Fifth Third better®
- We connect great people to great opportunities.
- Discover a career in banking at Fifth Third Bank.
Equal Opportunity
- 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.