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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, and portfolio management.
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 Treasury Management Officer 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 that actions 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 ITotal Base Pay Range 47,100.00 - 94,200.00 USD AnnualLOCATION -- Newport Beach, California 92660
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.
