Treasury Management Sales Associate I - Banking Solutions

Fifth Third Bank, N.A.; Phoenix (AZ); On-site; USD 48,000 - 96,000; Full time

Job summary

Fifth Third Bank is seeking a Treasury Management Sales Associate I (TMSA I) to join the Treasury Management Sales Support team in a role that partners with Treasury Management Officers to support client opportunities and the overall sales process.

You will provide sales, pricing, and analytical support from deal inception through completion, collaborating with Sales, Pricing, Product, Operations and other teams to ensure timely execution and a consistent client experience.

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.
• 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.

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.

Skills

Analytical skills

Problem-solving

Organizational skills

Communication skills

Attention to detail

Multitasking

Collaboration

Proactiveness

Accountability

Willingness to learn

Microsoft Office

CRM systems

Pricing systems

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

CRM systems

Job description

Fifth Third Bank is seeking a Treasury Management Sales Associate I (TMSA I) to join the Treasury Management Sales Support team in a role that partners with Treasury Management Officers to support client opportunities and the overall sales process.

You will provide sales, pricing, and analytical support from deal inception through completion, collaborating with Sales, Pricing, Product, Operations and other teams to ensure timely execution and a consistent client experience.