TM Sales Associate I

Fifth Third Bank, N.A.; Dallas (TX); Remote; USD 60,000 - 80,000; Full time

Job summary

Fifth Third Bank, N.A. seeks a Sales Associate I to join the Treasury Management Sales Delivery Team, supporting Officers with pricing, proposals, and portfolio analysis. This remote role emphasizes proactive client engagement and cross-functional collaboration to deliver value.

You will contribute to revenue enhancement, contribute to solution development, and assist in meetings with clients while progressing toward Officer responsibilities in treasury management.

Qualifications

• Minimum 2 years of Banking industry experience.
• Strong verbal and written communication skills.
• Strong creative solution and problem solving skills.
• Critical thinking and project management experience.
• Proven track record of client interactions and proactive solution development.
• Initiative and ability to work independently while solving problems and managing multiple tasks.
• Advance proficiency in Microsoft Word, Excel and PowerPoint.

Responsibilities

• Support assigned Treasury Management Officers in the sales process and integrate with local/regional teams
• Engagement and involvement in: client call preparation, proposal generation, relationship reviews, trend analysis, working capital analysis, pricing and profitability modeling
• Review and data mine existing portfolio of assigned Treasury Management Officers for revenue enhancement and/or cross-sell opportunities
• Responsible for small sales opportunities and follow up, assisting with solution development
• Work jointly with cross-functional deal team and assist in overall solution development and value proposition. Participate, coordinate, and contribute to deliver an exceptional experience for internal and external clients
• RFP pricing process (proformas, modeling, Middle Office submissions)
• Support sensitive/escalated customer service and implementation issues
• Attend prospect and client facing meetings, when appropriate

Skills

Banking experience

Verbal communication

Written communication

Creative problem solving

Critical thinking

Project management

Client interactions

Independent work

MS Word/Excel/PowerPoint

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Cincinnati, OH

Louisville, KY

Detroit, MI

Dallas, TX

Houston, TX

Grand Rapids, MI

Nashville, IN

Columbus, IN

Charlotte, NC

Full time

R74758

Make banking a Fifth Third better® We connect great people to great opportunities. Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION: Sales Associates I team members are part of the Sales Delivery Team and are responsible for assisting the Treasury Management Officers with various sales related activities, including client pricing, presentation building, and portfolio management.

Responsibilities are to be completed with limited supervision, in a proactive manner and involve accountability for empowered decision-making. The goal of the position is to acquire the knowledge and skill set necessary to become a Treasury Management Officer with full account responsibilities and sales goals.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Support assigned Treasury Management Officers in the sales process and integrate with local/regional teams
• Engagement and involvement in: client call preparation, proposal generation, relationship reviews, trend analysis, working capital analysis, pricing and profitability modeling
• Review and data mine existing portfolio of assigned Treasury Management Officers for revenue enhancement and/or cross-sell opportunities
• Responsible for small sales opportunities and follow up, assisting with solution development
• Work jointly with cross-functional deal team and assist in overall solution development and value proposition. Participate, coordinate, and contribute to deliver an exceptional experience for internal and external clients
• RFP pricing process (proformas, modeling, Middle Office submissions)
• Support sensitive/escalated customer service and implementation issues
• Attend prospect and client facing meetings, when appropriate

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE & SKILLS REQUIRED:

• Minimum 2 years of Banking industry experience
• Strong verbal and written communication skills
• Strong creative solution and problem solving skills
• Critical thinking and project management experience
• Proven track record of client interactions and proactive solution development
• Initiative and ability to work independently while solving problems and managing multiple tasks
• Advance proficiency in Microsoft Word, Excel and PowerPoint

WORKING CONDITIONS:

• Virtual office environment
• Extensive PC and phone usage
• Minimal travel may be required

TM Sales Associate I

At 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 -- Cincinnati, Ohio 45202

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.

Fifth Third is a bank that’s as long on innovation as it is on history. Since 1858, we’ve been helping individuals, families, businesses and communities grow through smart financial services that improve lives. With a commitment to taking care of our customers, employees, communities and shareholders, our goal is not only to be the nation’s highest performing regional bank, but to be the bank people most value and trust.