Payments & Treasury Strategy Associate (Houston)

Fifth Third; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Fifth Third Bank in Houston is seeking an Associate Payment Strategist to help grow and manage a portfolio of commercial and business banking clients. You will work closely with Treasury Management Officers and Relationship Managers to understand client objectives, optimize cash flow, and tailor treasury solutions across payments and digital channels.

The role emphasizes hands-on client engagement, sales-support activities, and delivering value through tailored recommendations.

Qualifications

• 2+ years of experience in Treasury Management, Commercial Banking or Payments.
• Strong communication, organization and client-facing skills.
• 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, 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.

Skills

Client-facing

Relationship management

Sales support

Treasury knowledge

Education

Bachelor’s degree

Tools

CRM systems

Microsoft Excel

Job description

Fifth Third Bank in Houston is seeking an Associate Payment Strategist to help grow and manage a portfolio of commercial and business banking clients. You will work closely with Treasury Management Officers and Relationship Managers to understand client objectives, optimize cash flow, and tailor treasury solutions across payments and digital channels.

The role emphasizes hands-on client engagement, sales-support activities, and delivering value through tailored recommendations.