Treasury Sales Associate I: Path to TM Officer

Fifth Third Bank; Charlotte (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

Fifth Third Bank in Cincinnati, OH is seeking a Sales Associate I to support Treasury Management Officers in the sales process, pricing, and relationship management. The role focuses on client pricing, proposal generation, and portfolio analysis to enable cross-sell opportunities.

You will participate in data-driven revenue enhancement and work with cross-functional teams to deliver solutions and exceptional client experiences while developing toward Treasury Management Officer responsibilities.

Qualifications

• Minimum 2 years of Banking industry experience.
• Strong verbal and written communication skills.
• Strong creative solution and problem solving skills.
• Critical thinking and project management experience.
• Proven track record of client interactions and proactive solution development.
• Initiative and ability to work independently while solving problems and managing multiple tasks.
• Advance proficiency in Microsoft Word, Excel and PowerPoint.

Responsibilities

• Support assigned Treasury Management Officers in the sales process and integrate with local/regional teams.
• Engagement and involvement in: client call preparation, proposal generation, relationship reviews, trend analysis, working capital analysis, pricing and profitability modeling.
• Review and data mine existing portfolio of assigned Treasury Management Officers for revenue enhancement and/or cross-sell opportunities.
• Responsible for small sales opportunities and follow up, assisting with solution development.
• Work jointly with cross-functional deal team and assist in overall solution development and value proposition. Participate, coordinate, and contribute to deliver an exceptional experience for internal and external clients.
• RFP pricing process (proformas, modeling, Middle Office submissions).
• Support sensitive/escalated customer service and implementation issues.
• Attend prospect and client facing meetings, when appropriate.

Skills

Banking experience

Verbal communication

Written communication

Creative problem solving

Critical thinking

Project management

Client interactions

Independent work

Microsoft Word

Microsoft Excel

PowerPoint

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Fifth Third Bank in Cincinnati, OH is seeking a Sales Associate I to support Treasury Management Officers in the sales process, pricing, and relationship management. The role focuses on client pricing, proposal generation, and portfolio analysis to enable cross-sell opportunities.

You will participate in data-driven revenue enhancement and work with cross-functional teams to deliver solutions and exceptional client experiences while developing toward Treasury Management Officer responsibilities.