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Sales Associate II
Fifth Third Bank. Partner with assigned TMOs to support client and prospect opportunities throughout the sales process .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Treasury Management products and services, pricing concepts, and the commercial sales process while effectively managing sales-support activities and collaborating across various internal teams. Strong analytical and problem-solving abilities are essential for interpreting financial information and driving requests to completion.
Highest-signal resume keywords
Treasury Management ProductsCommercial Banking ExperienceSales SupportAnalytical SkillsMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Pricing ModelsProfitability AnalysisClient ResearchSales Strategy DevelopmentProposal PreparationRFP SupportFinancial Information InterpretationProcess ImprovementOpportunity IdentificationCross-Sell Opportunities
Soft Skills
Problem-SolvingOrganizational SkillsCommunication SkillsIndependent JudgmentCollaboration
Tools & Technologies
CRM SystemsWorkflow Systems
Industry Keywords
Financial ServicesCommercial PaymentsBanking Sales SupportTreasury ManagementSales Effectiveness
About the role
Key responsibilities & impact- Partner with assigned TMOs to support client and prospect opportunities throughout the sales process
- Manage deal preparation, research, analysis, and sales-support activities with limited supervision
- Conduct client, prospect, portfolio, and industry research to support sales strategy, relationship reviews, opportunity identification, and cross-sell opportunities
- Develop and support pricing models, proformas, profitability analyses, and non-standard pricing requests
- Coordinate with Pricing Desk and other approval partners
- Prepare and coordinate client-facing materials, proposals, and RFP support
- Manage assigned sales-support requests from intake through completion
- Resolve incomplete information, coordinate dependencies, monitor progress, and communicate status, risks, and next steps
- Collaborate across Sales, Relationship Management, Pricing, Product, Operations, Client Care, and other internal partners
- Exercise independent judgment and escalate complex, time-sensitive, or higher-risk matters when appropriate
- Serve as a knowledge resource to less-experienced Sales Associates
- Contribute to process improvements and standardization supporting sales effectiveness and the TMSA support model
Requirements
What you’ll need- Bachelor’s degree or equivalent combination of education and relevant experience
- Relevant experience in Treasury Management, Commercial Banking, Commercial Payments, banking sales support, or financial services
- Working knowledge of Treasury Management products and services, pricing concepts, and the commercial sales process
- Strong analytical, problem-solving, organizational, and communication skills
- Ability to interpret client, pricing, and financial information
- Ability to work independently, exercise sound judgment, manage multiple priorities, and drive requests through completion
- Proficiency with Microsoft Office applications
- Ability to learn Treasury Management pricing, account-analysis, CRM, and workflow systems
Benefits
Comp & perks- Incentive compensation plan based on company, line of business and/or individual performance
- Comprehensive benefits supporting employees' physical, financial, emotional and social well-being