Treasury Management Sales Specialist I

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

Job summary

Fifth Third Bank, N.A. Houston team seeks a Treasury Management Sales Associate I to support the deal lifecycle with TMOs, pricing, and client materials. You will perform research, pricing support, and proposals, coordinating across Sales, Pricing, Product, and Ops to ensure timely, accurate execution.

This role offers exposure to Treasury Management products and banking sales support, with opportunities to grow knowledge and expertise within a collaborative sales environment.

Qualifications

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

Problem-solving

Organizational

Communication

Attention to detail

Education

Bachelor’s degree

Tools

Microsoft Office

CRM

Pricing systems

Workflow systems

Job description

Fifth Third Bank, N.A. Houston team seeks a Treasury Management Sales Associate I to support the deal lifecycle with TMOs, pricing, and client materials. You will perform research, pricing support, and proposals, coordinating across Sales, Pricing, Product, and Ops to ensure timely, accurate execution.

This role offers exposure to Treasury Management products and banking sales support, with opportunities to grow knowledge and expertise within a collaborative sales environment.