TM Sales Associate II

Able Too Work; Dallas (TX); On-site; USD 61,000 - 126,000; Full time

Job summary

Fifth Third Bank in the Dallas area is seeking a Treasury Management Sales Associate II to support Treasury Management Officers in advancing client opportunities and sales readiness. You will build pricing models, perform research, prepare client materials, and coordinate with Sales, Pricing, Product, and Operations to ensure accurate, timely deal execution and a consistently strong client experience.

This role requires attention to detail, independent judgment, and the ability to manage

Qualifications

• Bachelor’s degree or equivalent combination of education and relevant experience.
• Experience in Treasury Management, Commercial Banking, Commercial Payments, banking sales support, or financial services.
• Strong analytical, problem-solving, organizational, and communication skills.
• Ability to work independently, exercise sound judgment, manage multiple priorities, and drive requests through completion.
• Proficiency with Microsoft Office applications and the ability to learn Treasury Management pricing, account-analysis, CRM, and workflow systems.

Responsibilities

• Partner with assigned TMOs to support client and prospect opportunities throughout the sales process, independently managing deal preparation, research, analysis, and sales-support activities with limited supervision.
• Conduct client, prospect, portfolio, and industry research to support sales strategy, relationship reviews, opportunity identification, and cross-sell opportunities, applying Treasury Management knowledge and sound judgment to provide meaningful insights.
• Develop and support pricing models, proformas, profitability analyses, and non-standard pricing requests, including more complex requests and coordination with Pricing Desk and other approval partners.
• Prepare and coordinate client-facing materials, proposals, and RFP support, anticipating deal-team needs and ensuring information is accurate, complete, and aligned with the overall sales strategy.
• Manage assigned sales-support requests from intake through completion, proactively resolving incomplete information, coordinating dependencies, monitoring progress, and communicating status, risks, and next steps.
• Collaborate across Sales, Relationship Management, Pricing, Product, Operations, Client Care, and other internal partners to resolve issues, support effective deal execution, and deliver a consistent client experience.
• Exercise independent judgment and ownership in managing priorities and resolving issues, escalating complex, time-sensitive, or higher-risk matters when appropriate.
• Serve as a knowledge resource to less-experienced Sales Associates, sharing best practices and process guidance while contributing to process improvements and standardization that strengthen sales effectiveness and the overall TMSA support model.

Skills

Analytical skills

Problem solving

Organizational skills

Communication skills

MS Office

CRM experience

Pricing knowledge

Treasury Management knowledge

Education

Bachelor's degree or equivalent

Tools

CRM systems

Workflow systems

Job description

Dallas, TX

Cincinnati, OH

Columbus, OH

Houston, TX

Grand Rapids, MI

Farmington Hills, MI

Los Angeles, CA

Virtual

Charlotte, NC

Full time

R74767

Job Profile Summary

The Treasury Management Sales Associate II (TMSA II) is an experienced member of the Treasury Management Sales Support team responsible for partnering with Treasury Management Officers (TMOs) to support client and prospect opportunities and advance the sales process.

The TMSA II provides sales, pricing, analytical, and portfolio support throughout the deal lifecycle, including opportunity preparation, client and industry research, pricing analysis and modeling, proposal support, and coordination of sales-related requests.

This role requires strong Treasury Management knowledge, sound judgment, attention to detail, and the ability to independently manage multiple priorities while partnering across Sales, Pricing, Product, Operations, and other internal teams. The TMSA II serves as a trusted sales partner, helping improve deal readiness, accelerate execution, identify revenue opportunities, and deliver a consistent client experience.

Essential Duties and Responsibilities

• Partner with assigned TMOs to support client and prospect opportunities throughout the sales process, independently managing deal preparation, research, analysis, and sales-support activities with limited supervision.
• Conduct client, prospect, portfolio, and industry research to support sales strategy, relationship reviews, opportunity identification, and cross-sell opportunities, applying Treasury Management knowledge and sound judgment to provide meaningful insights.
• Develop and support pricing models, proformas, profitability analyses, and non-standard pricing requests, including more complex requests and coordination with Pricing Desk and other approval partners.
• Prepare and coordinate client-facing materials, proposals, and RFP support, anticipating deal-team needs and ensuring information is accurate, complete, and aligned with the overall sales strategy.
• Manage assigned sales-support requests from intake through completion, proactively resolving incomplete information, coordinating dependencies, monitoring progress, and communicating status, risks, and next steps.
• Collaborate across Sales, Relationship Management, Pricing, Product, Operations, Client Care, and other internal partners to resolve issues, support effective deal execution, and deliver a consistent client experience.
• Exercise independent judgment and ownership in managing priorities and resolving issues, escalating complex, time-sensitive, or higher-risk matters when appropriate.
• Serve as a knowledge resource to less-experienced Sales Associates, sharing best practices and process guidance while contributing to process improvements and standardization that strengthen sales effectiveness and the overall TMSA support model.

Requirements

• Bachelor’s degree or equivalent combination of education and relevant experience.
• Relevant experience in Treasury Management, Commercial Banking, Commercial Payments, banking sales support, or financial services.
• Working knowledge of Treasury Management products and services, pricing concepts, and the commercial sales process.
• Strong analytical, problem-solving, organizational, and communication skills, with the ability to interpret client, pricing, and financial information.
• Demonstrated ability to work independently, exercise sound judgment, manage multiple priorities, and drive requests through completion.
• Proficiency with Microsoft Office applications and the ability to learn Treasury Management pricing, account-analysis, CRM, and workflow systems.

TM Sales Associate II

Total Base Pay Range 61,200.00 - 125,500.00 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 or by consulting with your talent acquisition partner.

LOCATION -- Dallas, Texas 75240

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.