TM Sales Associate I

Fifth Third Bank•Cincinnati, OH
•Remote

About The Position

The TM Sales Associate I is part of Fifth Third Bank’s Sales Delivery Team and assists Treasury Management Officers with sales-related activities, including client pricing, presentation development, and portfolio management. The work is performed proactively with limited supervision and involves accountable, empowered decision-making. The role is intended to build the knowledge and skills needed to become a Treasury Management Officer with full account responsibilities and sales goals. The position is accountable for managing risk in accordance with bank policies and procedures, raising concerns, and supporting positive experiences for customers and colleagues. It is based in a virtual office environment, involves extensive computer and phone use, and may require minimal travel.

Requirements

  • At least 2 years of banking industry experience.
  • Strong verbal and written communication skills.
  • Strong creative solution-development and problem-solving skills.
  • Critical thinking and project management experience.
  • Demonstrated history of client interactions and proactive solution development.
  • Initiative and ability to work independently, solve problems, and manage multiple tasks.
  • Advanced proficiency in Microsoft Word, Excel, and PowerPoint.

Responsibilities

  • Support assigned Treasury Management Officers in the sales process and integrate with local and regional teams.
  • Assist with client call preparation, proposal generation, relationship reviews, trend analysis, working capital analysis, and pricing and profitability modeling.
  • Review and analyze assigned officers’ existing portfolios to identify revenue-enhancement and cross-selling opportunities.
  • Handle small sales opportunities and follow up, and assist with solution development.
  • Work with cross-functional deal teams to develop solutions and value propositions.
  • Participate in, coordinate, and contribute to an exceptional experience for internal and external clients.
  • Support the RFP pricing process, including pro formas, modeling, and Middle Office submissions.
  • Support sensitive or escalated customer service and implementation issues.
  • Attend prospect and client-facing meetings when appropriate.
  • Identify, assess, manage, monitor, and report risks while following bank policies and procedures.

Benefits

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