Associate Payment Strategist - San Jose

Fifth Third Bank • San Jose, CA

7d • $61,200 - $125,500

About The Position

The Associate Payments Strategist works closely with Treasury Management Officers and Commercial Bankers to grow, retain, and expand a portfolio of commercial and business banking clients. This relationship-focused role supports day-to-day client engagement, sales activities, and solution execution to accelerate revenue growth and provide a high-quality client experience.

The strategist participates in client and prospect meetings, conducts portfolio analysis, identifies treasury management opportunities, and develops tailored recommendations to optimize cash flow, improve operational efficiency, and mitigate risk. In collaboration with treasury management officers, Commercial Payments leadership, Relationship Managers, and internal partners, the associate builds expertise in treasury management solutions, consultative sales practices, and relationship management. The role is designed to enhance client coverage and responsiveness while supporting a broad book of business.

Requirements

• At least 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.

Nice To Haves

• Strong ability to quickly diagnose client needs and deliver tailored solutions.
• Exceptional communication and executive presence.
• History of strong collaboration with internal stakeholders and an ability to quickly build rapport internally and externally.
• Basic understanding of commercial banking payments solutions.

Responsibilities

• Partner with Treasury Management Officers, Commercial Bankers, Relationship Managers, and internal stakeholders to support client coverage, joint calling efforts, and relationship strategies.
• Serve as a day-to-day client contact for assigned relationships, building trusted relationships, maintaining engagement, and ensuring responsive follow-up.
• Participate in client and prospect meetings to understand business objectives, cash flow processes, operational challenges, and opportunities to deepen relationships.
• Identify, structure, and support treasury management solutions across payments, receivables, fraud prevention, liquidity, commercial card, and digital channels.
• Prepare treasury reviews, pricing analyses, proposals, presentations, RFP responses, and other materials that support client recommendations and sales activities.
• Conduct portfolio reviews and monitor client activity to uncover revenue growth, retention, expansion, optimization, and risk-related opportunities.
• Support pipeline development, opportunity tracking, CRM accuracy, deal documentation, and progression of sales opportunities toward close.
• Coordinate onboarding, implementation, service, product, and follow-up activities to help deliver a seamless client experience.
• Ensure adherence to applicable risk, compliance, documentation, and bank standards; proactively elevate issues and help drive timely resolution.
• Develop and maintain strong knowledge of treasury management products, sales processes, industry trends, client industries, and financial workflows.
• Assist in achieving team sales, retention, revenue growth, and client satisfaction objectives.
• Perform other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support the team’s and company’s mission.

Benefits

• Comprehensive benefits programs supporting physical, financial, emotional, and social well-being.
• Eligibility to participate in an incentive compensation plan, with payments based on company, line of business, and/or individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level