TM Sales Associate II

Posted 3 Days Ago
Be an Early Applicant
Detroit, MI, USA
In-Office
Senior level
Fintech
The Role
Supports Treasury Management Officers with complex sales opportunities, client presentations, proposals, pricing, profitability modeling, portfolio analysis, RFPs, relationship reviews, and solution development. Identifies revenue and cross-sell opportunities, supports implementations and escalated client issues, contributes to value propositions, and assists with training. The role requires independent decision-making, advanced Treasury Management expertise, client interaction, and approximately 10%–30% travel.
Summary Generated by Built In

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GENERAL FUNCTION:

Treasury Management Sales Associates II are members of the Sales Delivery team and are responsible for assisting the Treasury Management Officers with various sales related activities including client pricing, presentation building and portfolio management.  This position operates in the capacity of senior level Sales Associate with proven success in all areas of responsibility of the Sales Associate I role and aligns with more complex sales opportunities and activities. 


Responsibilities are to be completed with limited supervision in a proactive manner and involve accountability for empowered decision-making and a high level of expertise and depth of knowledge in Treasury Management. The goal of the position is to acquire the knowledge and skill set necessary to become a Treasury Management Officer with full account responsibilities and sales goals.


ESSENTIAL DUTIES & RESPONSIBLITIES:

  • Support assigned Treasury Management Officers in the sales process and integrate with local/regional teams with elevated business acumen and executive presence
  • Client call preparation, proposal generation, relationship reviews, client and industry trend analysis, working capital analysis, pricing and profitability modeling in a setting that requires a high level of expertise working with complex clients and Treasury Management solution offerings
  • Review and data mine existing Treasury Management Officer's portfolio for revenue/cross-sell opportunities
  • Responsible for small sales opportunities and follow up, assisting with solution development
  • Assume primary responsibility for assigned RFP sections. Complete accurately, meeting deadlines while collaborating on finished product
  • Work jointly with cross-functional deal team and assist in solution development and value proposition.  Participate, coordinate and contribute to deliver an exceptional experience for internal and external clients
  • Maintain and enhance industry knowledge, reviewing industry periodicals, market segment studies, focus groups, etc
  • Act as liaison to support sensitive/escalated customer service and implementation issues as well as participate in weekly implementation calls for significant deals
  • Strong leadership skills, assist in cross-training partners and other lines of business on TM products/solutions
  • Attend prospect and client facing meetings, when appropriate
  • Ability to travel approximately 10% - 30% per month, many times on short notice

SUPERVISORY RESPONSIBLITIES: None


MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED:

  • Minimum 5 years of Treasury Management experience
  • Strong verbal and written communication skills
  • Ability to interpret and analyze Financial Statements
  • Strong creative solution and problem solving skills
  • Critical thinking and project management experience
  • Insight modeling and pricing proforma knowledge
  • Proven track record of client interactions and proactive solution development
  • Initiative and ability to work independently while solving problems and managing multiple tasks
  • Possesses knowledge and understanding of Treasury Management products
  • Advanced proficiency in Word, Excel, PowerPoint and TM solution based systems (XAA, ACE, Mobius, etc)
TM Sales Associate II

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. 

LOCATION -- Detroit, Michigan 48226

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting.  Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third.  Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Skills Required

  • Minimum 5 years of Treasury Management experience
  • Strong verbal and written communication skills
  • Ability to interpret and analyze financial statements
  • Strong creative solution and problem-solving skills
  • Critical thinking and project management experience
  • Insight modeling and pricing pro forma knowledge
  • Proven track record of client interactions and proactive solution development
  • Initiative and ability to work independently while solving problems and managing multiple tasks
  • Knowledge and understanding of Treasury Management products
  • Advanced proficiency in Word, Excel, PowerPoint, and Treasury Management solution-based systems such as XAA, ACE, and Mobius

Fifth Third Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fifth Third Bank and has not been reviewed or approved by Fifth Third Bank.

  • Retirement Support — A 401(k) company match, an employee stock purchase plan, and financial coaching are included. These offerings are characterized as a strong pillar of the overall package.
  • Leave & Time Off Breadth — Paid time off, holidays, sick time, paid volunteer hours, and time for medical appointments are provided, with accrual increasing with tenure. Generous PTO and leave options are presented as standout elements.
  • Parental & Family Support — Paid parental bonding leave and adoption assistance are offered, with additional family supports referenced. These benefits strengthen the package for employees with caregiving needs.

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The Company
HQ: Cincinnati, OH
20,258 Employees
Year Founded: 1858

What We Do

At Fifth Third Bank, we are always listening to new ideas so that we can strengthen our commitment to you and the communities we serve.

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