TM Sales Associate I

Fifth Third Bank • Cincinnati, OH

4d

About The Position

Sales Associates I are members of the Sales Delivery Team and assist Treasury Management Officers with sales-related activities, including client pricing, presentation development, and portfolio management. The work is performed proactively with limited supervision and includes accountability for empowered decision-making. The position is intended to build the knowledge and skills needed to become a Treasury Management Officer with full account responsibilities and sales goals.

The role is also accountable for managing risk by exchanging ideas and opinions, escalating concerns, and following bank policies and procedures. Employees are expected to act in customers’ and colleagues’ best interests, support positive customer experiences, and consistently identify, assess, manage, monitor, and report risks within the Bank’s risk appetite.

The position is based in a virtual office environment and involves extensive computer and phone use. Minimal travel may be required. The role is eligible for an incentive compensation plan in addition to base salary. Fifth Third describes its benefits programs as supporting employees’ and families’ physical, financial, emotional, and social well-being.

Requirements

• Minimum of 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.
• A proven track record of client interactions and proactive solution development.
• Initiative and the 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-sell opportunities.
• Handle small sales opportunities and follow up, assisting with solution development.
• Work jointly with cross-functional deal teams to develop solutions and value propositions, contributing to an exceptional experience for internal and external clients.
• Support the RFP pricing process, including proformas, 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 intended to support employees’ and families’ physical, financial, emotional, and social well-being.
• Eligible to participate in an incentive compensation plan, with payment based on company, line-of-business, and/or individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed