Treasury Management Sales Associate II (Remote)

Able Too Work; Dallas (TX); Sur place; USD 61 000 - 126 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Analytical skills

Problem solving

Organizational skills

Communication skills

MS Office

CRM experience

Pricing knowledge

Treasury Management knowledge

Formation

Bachelor's degree or equivalent

Outils

CRM systems

Workflow systems

Description du poste

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