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Fifth Third Bank

Banking, loans, mortgages, and wealth management

Treasury Management Sales Associate 2

Sales OperationsConfirmed live in the last 24 hours
Full-timeIn-person

About the Job

Requirements

  • A bachelor's degree or an equivalent combination of education and relevant experience is required.
  • Relevant experience in Treasury Management, Commercial Banking, Commercial Payments, banking sales support, or financial services is required.
  • Working knowledge of Treasury Management products and services, pricing concepts, and the commercial sales process is required.
  • Strong analytical, problem-solving, organizational, and communication skills are required, including the ability to interpret client, pricing, and financial information.
  • The ability to work independently, exercise sound judgment, manage multiple priorities, and drive requests through completion is required.
  • Proficiency with Microsoft Office applications and the ability to learn Treasury Management pricing, account-analysis, CRM, and workflow systems are required.

Responsibilities

  • Partner with assigned Treasury Management Officers to support client and prospect opportunities throughout the sales process, independently managing deal preparation, research, analysis, and sales-support activities with limited supervision.
  • Conduct client, prospect, portfolio, and industry research to support sales strategy, relationship reviews, opportunity identification, and cross-sell opportunities, applying Treasury Management knowledge and sound judgment to provide meaningful insights.
  • Develop and support pricing models, proformas, profitability analyses, and non-standard pricing requests, including more complex requests and coordination with the Pricing Desk and other approval partners.
  • Prepare and coordinate client-facing materials, proposals, and RFP support, anticipating deal-team needs and ensuring information is accurate, complete, and aligned with the overall sales strategy.
  • Manage assigned sales-support requests from intake through completion, proactively resolving incomplete information, coordinating dependencies, monitoring progress, and communicating status, risks, and next steps.
  • Collaborate across Sales, Relationship Management, Pricing, Product, Operations, Client Care, and other internal partners to resolve issues, support effective deal execution, and deliver a consistent client experience.
  • Exercise independent judgment and ownership in managing priorities and resolving issues, escalating complex, time-sensitive, or higher-risk matters when appropriate.
  • Serve as a knowledge resource to less-experienced Sales Associates by sharing best practices and process guidance, and contribute to process improvements and standardization that strengthen sales effectiveness and the overall Treasury Management Sales Associate support model.

About the Company

Fifth Third Bank

Banking, loans, mortgages, and wealth management

Fifth Third Bank provides a broad range of financial services to individuals, small businesses, and commercial clients, including banking, loans, mortgages, life/health/disability insurance, and wealth management. Customers access these products through branches and online platforms like 53.com, with revenue coming from loan interest, banking fees, and commissions. It differentiates itself by offering an integrated suite of banking, lending, insurance, and advisory services under one roof, along with a focus on community engagement and financial education. Its goal is to help clients manage money and grow financially by delivering comprehensive solutions and steady, fee- and interest-based revenue.

Company size
10,001+
Company stage
IPO
Headquarters
Cincinnati, OH
Founded
1858

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