TM Sales Associate I

Fifth Third Bank, National Association

Houston (TX)

On-site

USD 48,000 - 96,000

Full time

3 days ago
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Job summary

Fifth Third Bank in Houston, TX is seeking a Treasury Management Sales Associate I to support deal lifecycle, pricing, and client materials. You will partner with Treasury Management Officers and internal teams to analyze opportunities and prepare proposals.

The role builds Treasury Management knowledge, enhances analytical skills, and contributes to a consistent client experience through accurate research, pricing support, and timely execution.

Qualifications

  • Bachelor’s degree or equivalent combination of education and relevant experience.
  • Experience or interest in Treasury Management, Commercial Banking, or financial services.
  • Strong analytical, problem-solving, organizational, and communication skills.
  • Ability to manage multiple priorities, follow established processes, and collaborate effectively.
  • Demonstrated initiative and willingness to develop Treasury Management knowledge.
  • Proficiency with Microsoft Office and ability to learn pricing, CRM, and workflow systems.

Responsibilities

  • Partner with TMOs to support client and prospect opportunities throughout the sales process.
  • Conduct client, prospect, portfolio, and industry research to inform strategy and cross-sell.
  • Assist with pricing models, proformas, profitability analysis, and pricing requests.
  • Prepare and coordinate client-facing materials, proposals, and RFP support.
  • Manage sales-support requests from intake to completion and track status.
  • Collaborate with Sales, Pricing, Product, Operations, and Client Care to ensure smooth deal execution.
  • Develop knowledge of Treasury Management products, pricing, processes, and systems.

Skills

Analytical skills
Communication skills
Organizational skills
Problem-solving

Education

Bachelor’s degree or equivalent combination of education and relevant experience

Tools

Microsoft Office
CRM systems
Pricing software

Job description

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

Job Profile Summary

The Treasury Management Sales Associate I (TMSA I) is a member of the Treasury Management Sales Support team responsible for partnering with Treasury Management Officers (TMOs) to support client and prospect opportunities and the overall sales process. The TMSA I provides sales, pricing, and analytical support throughout the deal lifecycle, including opportunity preparation, client and industry research, pricing support, proposal development, and coordination of sales-related requests. This role provides an opportunity to build Treasury Management knowledge and commercial banking experience while developing the skills needed to become a trusted sales partner. The TMSA I works collaboratively across Sales, Pricing, Product, Operations, and other internal teams to support timely execution and a consistent client experience.

Essential Duties and Responsibilities
  • Partner with assigned TMOs to support client and prospect opportunities throughout the sales process, including deal preparation, research, analysis, and coordination of sales-support activities.
  • Conduct client, prospect, portfolio, and industry research to support sales strategy, relationship reviews, opportunity identification, and cross-sell opportunities.
  • Assist with pricing models, proformas, profitability analysis, and pricing requests, ensuring information and supporting documentation are accurate and complete.
  • Prepare and coordinate client-facing materials, proposals, and RFP support using established processes, templates, and resources.
  • Manage assigned sales-support requests from intake through completion, coordinating with internal partners, monitoring progress and communicating status and next steps.
  • Collaborate across Sales, Relationship Management, Pricing, Product, Operations, Client Care, and other internal partners to support effective deal execution and a consistent client experience.
  • Develop knowledge of Treasury Management products, pricing, processes, and systems, applying established procedures and escalating questions or more complex matters when appropriate.
  • Contribute to team coverage, knowledge sharing, and process improvements that support sales effectiveness and a consistent TMSA experience.
Requirements
  • Bachelor’s degree or equivalent combination of education and relevant experience.
  • Experience or demonstrated interest in Treasury Management, Commercial Banking, Commercial Payments, banking sales support, or financial services.
  • Strong analytical, problem-solving, organizational, and communication skills, with attention to accuracy and detail.
  • Ability to manage multiple priorities, follow established processes, collaborate effectively, and drive assigned requests through completion.
  • Demonstrated initiative, accountability, and willingness to develop Treasury Management and commercial banking knowledge.
  • Proficiency with Microsoft Office applications and the ability to learn Treasury Management pricing, account-analysis, CRM, and workflow systems.
TM Sales Associate I Total Base Pay Range

48,100.00 - 96,200.00 USD Annual

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

LOCATION -- Houston, Texas 77002

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.

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