Treasury Management Sales Associate I — Banking Sales & Analytics

Fifth Third Bank; Austin (TX); On-site; USD 48,000 - 96,000; Full time

Job summary

Fifth Third Bank in the United States seeks a Treasury Management Sales Associate I to support the Treasury Management Officers in the end-to-end sales process, including pricing, client communications, and deal preparation. You will conduct client, portfolio, and industry research, assist with pricing models and Proformas, prepare client-facing materials, and coordinate RFP support.

This role offers growth in Treasury Management knowledge and commercial banking, with access to extensive

Qualifications

• Bachelor’s degree or equivalent combination of education and relevant experience.
• Experience or 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.
• 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, 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, proforms, 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.

Skills

Analytical skills

Problem-solving

Organizational skills

Communication skills

Multi-tasking

Collaboration

Education

Bachelor’s degree or equivalent

Tools

CRM

Microsoft Office

Workflow systems

Job description

Fifth Third Bank in the United States seeks a Treasury Management Sales Associate I to support the Treasury Management Officers in the end-to-end sales process, including pricing, client communications, and deal preparation. You will conduct client, portfolio, and industry research, assist with pricing models and Proformas, prepare client-facing materials, and coordinate RFP support.

This role offers growth in Treasury Management knowledge and commercial banking, with access to extensive