Treasury Management Sales Associate II: Deal Strategy & Pricing

Fifth Third Bank; Los Angeles (CA); Vor Ort; USD 61.000 - 126.000; Vollzeit

Zusammenfassung

Fifth Third Bank seeks a Treasury Management Sales Associate II in Dallas to partner with TMOs, support client opportunities, and advance the sales process. The role includes pricing analysis, deal lifecycle support, and cross-functional collaboration to improve deal readiness and client experience.

The position requires strong Treasury Management knowledge, attention to detail, and the ability to manage multiple priorities independently while coordinating with Sales, Pricing, Product, and

Qualifikationen

• 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.
• Knowledge of Treasury Management products, pricing concepts, and the commercial sales process.
• Ability to work independently, exercise sound judgment, manage multiple priorities, and drive requests to completion.
• Proficiency with Microsoft Office applications and the ability to learn Treasury Management pricing, account-analysis, CRM, and workflow systems.

Aufgaben

• Support client and prospect opportunities throughout the sales process with limited supervision.
• Perform client, prospect, portfolio, and industry research to inform sales strategy, relationship reviews, opportunity identification, and cross-sell opportunities.
• Develop pricing models, proformas, profitability analyses, and non-standard pricing requests.
• Prepare client-facing materials, proposals, and RFP support.
• Manage sales-support requests from intake to completion, coordinating dependencies and status updates.
• Collaborate with Sales, Relationship Management, Pricing, Product, Operations, and other partners to ensure a consistent client experience.
• Exercise independent judgment and ownership, escalating high-risk matters when appropriate.
• Mentor less-experienced Sales Associates and contribute to process improvements.

Kenntnisse

Analytical

Problem-solving

Organizational skills

Communication skills

Ausbildung

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

Tools

Microsoft Office

Jobbeschreibung

Fifth Third Bank seeks a Treasury Management Sales Associate II in Dallas to partner with TMOs, support client opportunities, and advance the sales process. The role includes pricing analysis, deal lifecycle support, and cross-functional collaboration to improve deal readiness and client experience.

The position requires strong Treasury Management knowledge, attention to detail, and the ability to manage multiple priorities independently while coordinating with Sales, Pricing, Product, and