Treasury Payments Strategist — Grow Key Client Relationships (Dallas)

Fifth Third Bank

Dallas (TX)

On-site

USD 70,000 - 100,000

Full time

7 days ago
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Job summary

Fifth Third Bank in Dallas seeks an Associate Payments Strategist to partner with treasury and commercial teams, growing a portfolio of business banking clients. You will analyze clients’ cash flow, identify treasury opportunities, and develop tailored recommendations to optimize liquidity and efficiency.

The role emphasizes consultative sales, relationship management, and cross-functional collaboration to expand revenue while delivering a high-quality client experience.

Qualifications

  • 2+ years of experience in Treasury Management, Commercial Banking or Payments.
  • Bachelor’s degree or equivalent work experience.
  • Demonstrated ability to support sales efforts and manage client relationships.
  • Working knowledge of treasury management products and solutions.
  • Strong communication, organization and client-facing skills.

Responsibilities

  • Partner with Treasury Management Officers and other stakeholders to support client coverage and relationship strategies.
  • Serve as day-to-day client contact, building trusted relationships and ensuring responsive follow-up.
  • Participate in client and prospect meetings to understand business objectives and cash flow needs.
  • Identify, structure, and support treasury management solutions across payments and liquidity.
  • Prepare treasury reviews, pricing analyses, proposals and RFP responses.
  • Monitor client activity to uncover revenue growth, retention, expansion, and risk-related opportunities.
  • Support pipeline development, CRM accuracy, and deal documentation toward close.
  • Coordinate onboarding and ongoing service activities to deliver a seamless client experience.
  • Ensure adherence to risk and bank standards; elevate issues for timely resolution.
  • Develop knowledge of treasury management products, sales processes, and client industries.

Skills

Treasury Management
Commercial Banking
Payments
Client Relationship Management
Sales Support
Communication Skills

Education

Bachelor’s degree or equivalent

Tools

CRM software

Job description

Fifth Third Bank in Dallas seeks an Associate Payments Strategist to partner with treasury and commercial teams, growing a portfolio of business banking clients. You will analyze clients’ cash flow, identify treasury opportunities, and develop tailored recommendations to optimize liquidity and efficiency.

The role emphasizes consultative sales, relationship management, and cross-functional collaboration to expand revenue while delivering a high-quality client experience.

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