Associate Payment Strategist - San Jose

Fifth Third; San Jose (CA); On-site; USD 61,000 - 126,000; Full time

Job summary

Fifth Third Bank in San Jose seeks an Associate Payments Strategist to grow and manage a portfolio of commercial clients. You will support day-to-day client engagement, assist with treasury management solutions, and collaborate with bankers to accelerate revenue growth.

The role requires 2+ years in Treasury Management or Payments, a Bachelor’s degree or equivalent, and strong communication skills. You will participate in meetings, prepare analyses, and help deliver tailored cash management

Qualifications

• 2+ years of experience in Treasury Management, Commercial Banking or Payments.
• Bachelor’s degree or equivalent work experience.
• Demonstrated ability to support sales efforts and manage client relationships.

Responsibilities

• Partner with Treasury Management Officers, Commercial Bankers, Relationship Managers, and internal stakeholders to support client coverage and relationship strategies.
• Serve as day-to-day client contact for assigned relationships, building trusted engagements and ensuring follow-up.
• Participate in client and prospect meetings to understand business objectives and cash flow processes.
• Identify, structure, and support treasury management solutions across payments, receivables, fraud prevention, liquidity, and digital channels.
• Prepare treasury reviews, pricing analyses, proposals, and other materials to support client recommendations.
• Conduct portfolio reviews to uncover revenue growth and risk-related opportunities.

Skills

Treasury Management

Commercial Banking

Payments

Client Relationships

Sales Support

Communication

CRM software

Education

Bachelor’s degree or equivalent work experience

Tools

CRM software

Job description

Associate Payment Strategist - San Jose### Associate Payment Strategist - San JoseApply: San Jose, CA: Full time: Posted Today: End Date: November 14, 2026 (16 days left to apply): R74506**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.**ABOUT THE ROLE:**The Associate Payments Strategist works closely with Treasury Management Officers and Commercial Bankers to grow, retain and expand a portfolio of commercial and business banking clients. This relationship-focused professional supports day-to-day client engagement, sales activities, and solution execution, helping to accelerate revenue growth and ensure a high-quality client experience. The Associate Payments Strategist participates in client and prospect meetings, conducts portfolio analysis, identifies treasury management opportunities and develops tailored recommendations to optimize cash flow, improve operational efficiency, and mitigate risk. By collaborating with treasury management officers, Commercial Payments leadership, Relationship Managers, and internal partners, employees in this role will gain expertise in treasury management solutions, consultative sales practices, and relationship management. This position is designed to enhance client coverage, improve responsiveness, and build deep knowledge in payments and treasury management while supporting a broad book of business.Please see below for specific responsibilities and requirements for this role.**YOUR RESPONSIBILITIES:**The responsibilities for this role are below; responsibilities may vary based on client needs, business priorities, and the associate’s experience level.* Partner with Treasury Management Officers, Commercial Bankers, Relationship Managers, and internal stakeholders to support client coverage, joint calling efforts, and relationship strategies.* Serve as a day-to-day client contact for assigned relationships, building trusted relationships, maintaining engagement, and ensuring responsive follow-up.* Participate in client and prospect meetings to understand business objectives, cash flow processes, operational challenges, and opportunities to deepen relationships.* Identify, structure, and support treasury management solutions across payments, receivables, fraud prevention, liquidity, commercial card, and digital channels.* Prepare treasury reviews, pricing analyses, proposals, presentations, RFP responses, and other materials that support client recommendations and sales activities.* Conduct portfolio reviews and monitor client activity to uncover revenue growth, retention, expansion, optimization, and risk-related opportunities.* Support pipeline development, opportunity tracking, CRM accuracy, deal documentation and progression of sales opportunities toward close.* Coordinate onboarding, implementation, service, product, and follow-up activities to help deliver a seamless client experience.* Ensure adherence to applicable risk, compliance, documentation, and bank standards; proactively elevate issues and help drive timely resolution.* Develop and maintain strong knowledge of treasury management products, sales processes, industry trends, client industries, and financial workflows.* Assist in achieving team sales, retention, revenue growth, and client satisfaction objectives.* ***Other Duties:*** *Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.***MINIMUM REQUIREMENTS:*** 2+ years of experience in Treasury Management, Commercial Banking or Payments* Bachelor’s degree or equivalent work experience* Demonstrated ability to support sales efforts and manage client relationships* Working knowledge of treasury management products and solutions* Strong communication, organization and client-facing skills**PREFERRED REQUIREMENTS:*** Strong ability to quickly diagnose client needs and deliver tailored solutions* Exceptional communication and executive presence* History of strong collaboration with internal stakeholders, with a keen ability to quickly build rapport both internally and externally* Basic understanding of commercial banking payments solutionsPlease refer to the “Skills for Success” section to learn how to stand out as an applicant.**SKILLS FOR SUCCESS:*** **Client-Centric Mindset** – Focuses on delivering a seamless, high-quality client experience* **Collaboration & Partnership** – Works effectively alongside with internal teams* **Execution & Follow-Through** – Manages details and ensures timely completion of tasks* **Consultative Thinking** – Identifies client needs and aligns solutions appropriately* **Adaptability** – Thrives in a fast-paced environment with a large, dynamic portfolio**DOING THE RIGHT THING:** Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets —including you****.Associate Payment Strategist - San JoseTotal Base Pay Range 61,200.00 - 125,500.00 USD AnnualAt 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 -- San Jose, California 95113Attention 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.