TM Sales Associate II
1 week ago
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION: Sales Associates I team members are part of the Sales Delivery Team and are responsible for assisting the Treasury Management Officers with various sales related
activities, including client pricing, presentation building, andportfoliomanagement.
Responsibilities are to be completed with limited supervision, in a proactive manner and involve
accountability for empowered decision-making. The goal of the position is to acquire the
knowledge and skill set necessary to become a TreasuryManagementOfficer with full account
responsibilities and sales goals.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating
concerns, and personally following policies and procedures as defined. Accountable for always
doing the right thing for customers and colleagues, and ensures thatactions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
.Support assigned Treasury Management Officers in the sales process and integrate with
local/regional teams
.Engagement and involvement in: client call preparation, proposal generation, relationship reviews,
trend analysis, working capital analysis, pricing and profitability modeling
.Review and data mine existing portfolio of assigned Treasury Management Officers for revenue
enhancement and/or cross-sell opportunities
.Responsible for small sales opportunities and follow up, assisting with solution development
.Work jointly with cross-functional deal team and assist in overall solution development and value
proposition. Participate, coordinate, and contribute to deliver an exceptional experience for internal
and external clients
.RFP pricing process (proformas, modeling, Middle Office submissions)
.Support sensitive/escalated customer service and implementation issues
.Attend prospect and client facing meetings, when appropriate
SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE & SKILLS REQUIRED:
.Minimum 2 years of Banking industry experience
.Strong verbal and written communication skills
.Strong creative solution and problem solving skills
.Critical thinking and project management experience
.Proven track record of client interactions and proactive solution development
.Initiative and ability to work independently while solving problems and managing multiple tasks
.Advance proficiency in Microsoft Word, Excel and PowerPoint
WORKING CONDITIONS:
.Virtual office environment
.Extensive PC and phone usage
.Minimal travel may be required
TM Sales Associate II
LOCATIONIndianapolis, Indiana 46204
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.
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