Payments & Treasury Strategy Associate

Fifth Third; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Fifth Third Bank in Dallas is seeking an Associate Payments Strategist to partner with Treasury Management Officers and Commercial Bankers. You will support day-to-day client engagement, develop tailored treasury solutions, and help accelerate revenue growth across a broad portfolio.

You will participate in client meetings, analyze cash flow, and collaborate with internal partners to deliver seamless service and risk 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.
• Working knowledge of treasury management products and solutions.
• Strong communication, organization and client-facing skills.

Responsibilities

• 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.

Skills

Treasury Management

Commercial Banking

Client Relations

Sales Support

Payments Solutions

Financial Analysis

Education

Bachelor’s degree or equivalent

Tools

CRM software

Job description

Fifth Third Bank in Dallas is seeking an Associate Payments Strategist to partner with Treasury Management Officers and Commercial Bankers. You will support day-to-day client engagement, develop tailored treasury solutions, and help accelerate revenue growth across a broad portfolio.

You will participate in client meetings, analyze cash flow, and collaborate with internal partners to deliver seamless service and risk management.