Treasury Management Sales Specialist II

Fifth Third Bank; Dallas (TX); Sur place; USD 61 000 - 126 000; Plein temps

Résumé du poste

Fifth Third Bank in Dallas, TX seeks a Treasury Management Sales Associate II to support client and prospect opportunities, assist with pricing, and coordinate deal activity. You will partner with TMOs and internal teams to develop pricing models, perform research, and prepare client materials, ensuring accurate, timely responses throughout the deal lifecycle.

A strong Treasury Management knowledge base and the ability to manage multiple priorities are essential for delivering a consistent

Qualifications

• Bachelor’s degree or equivalent combination of education and relevant experience.
• Strong analytical, problem-solving, organizational, and communication skills.
• Proficiency with Microsoft Office applications and 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.
• Develop and support pricing models, proformas, profitability analyses, and non-standard pricing requests, coordinating with Pricing Desk and other approval partners.
• Prepare and coordinate client-facing materials, proposals, and RFP support, ensuring information is accurate and aligned with the sales strategy.
• Manage assigned sales-support requests from intake through completion, resolving issues and communicating status and next steps.

Connaissances

Analytical skills

Problem solving

Organizational skills

Communication skills

Formation

Bachelor’s degree

Outils

Microsoft Office

CRM software

Workflow systems

Description du poste

Fifth Third Bank in Dallas, TX seeks a Treasury Management Sales Associate II to support client and prospect opportunities, assist with pricing, and coordinate deal activity. You will partner with TMOs and internal teams to develop pricing models, perform research, and prepare client materials, ensuring accurate, timely responses throughout the deal lifecycle.

A strong Treasury Management knowledge base and the ability to manage multiple priorities are essential for delivering a consistent