Treasury Management Relationship Advisor

Fifth Third Bank; Forster; On-site; AUD 93,000 - 136,000; Full time

Job summary

Fifth Third Bank is seeking a Treasury Management (TM) Client Care Advisor II for the Michigan region. The role acts as a portfolio manager and trusted advisor for top revenue-generating TM clients, coordinating with Operations, Product, IT and Sales to optimize TM solutions based on client data analytics.

The position emphasizes risk-aware client service, proactive communication, and cross-functional collaboration to deliver exceptional outcomes while adhering to bank policies and procedures.

Qualifications

• Bachelor's Degree or equivalent work experience.
• 3 or more years banking experience preferred including Commercial Bank experience.
• 3 or more years demonstrated client service experience preferred (phone and face to face).
• Excellent written and verbal communication skills (business style).
• Ability to effectively communicate with all levels of the organization.
• Strong interpersonal and relationship building skills.
• Ability to filter and analyze information to facilitate decision making and enhance client relationship.
• Ability to cope with complex, high pressure situations and adapt to new circumstances.
• Ability to collaborate and influence a positive outcome.

Responsibilities

• Pro-actively manages a portfolio of the top 10% revenue generating clients in the Commercial Division; serves as TM relationship ambassador.
• Leverages TM data analytics daily to improve client retention and revenue.
• Demonstrates leadership abilities and trains on-boarded Client Advisors.
• Manages team escalations with little oversight.
• Trains, mentors, and coaches newly on-boarded Client Advisors.
• Assess client viability for additional TM services and bring opportunities to close.
• Proactively manage critical client communications and relationship reviews.
• Monitor OSAT interviews and ensure timely responses within SLAs.
• Drive problem resolution and escalate as necessary.
• Complete periodic client document reviews; ensure materials are up-to-date and accurate.
• Collaborate across lines of business to proactively manage overall client relationship.
• Support RFPs and TM relationship reviews with Sales partners.

Skills

Communication skills

Interpersonal skills

Organizational skills

Problem solving

Collaboration & influence

Education

Bachelor's degree or equivalent work experience

3+ years banking experience (Commercial Bank)

Tools

Microsoft Office (OneNote, Word, Excel, PowerPoint, Outlook)

Job description

Fifth Third Bank is seeking a Treasury Management (TM) Client Care Advisor II for the Michigan region. The role acts as a portfolio manager and trusted advisor for top revenue-generating TM clients, coordinating with Operations, Product, IT and Sales to optimize TM solutions based on client data analytics.

The position emphasizes risk-aware client service, proactive communication, and cross-functional collaboration to deliver exceptional outcomes while adhering to bank policies and procedures.