Corporate Banking Associate II — Client Coverage Lead

Fifth Third Bank; San Jose (CA); On-site; USD 71,000 - 146,000; Full time

Benefits offered by this job

Comprehensive benefits

Incentive compensation plan

Job summary

Fifth Third Bank in Palo Alto, CA is seeking an experienced Corporate Client Associate II to lead day-to-day client coverage initiatives and deliver integrated financing solutions. The role involves directing financial models, coordinating timelines, and guiding junior team members in a fast-paced advisory environment.

Required credentials include 4–5 years in banking or related fields, strong credit underwriting, and licenses (SIE, Series 79, Series 63).

Qualifications

• Undergraduate degree required; graduate degree preferred.
• 4-5 years in Banking, Investment Banking, M&A, or Capital Markets.
• Strong credit underwriting and corporate banking skills.
• Advanced analytical skills and proficiency in financial modeling and presentation development.
• Securities Industry Essentials (SIE), Series 79, and Series 63 licenses required within Fifth Third guidelines.

Responsibilities

• Lead day-to-day execution of client coverage initiatives and live opportunities; coordinate deliverables, timelines, and stakeholder communication.
• Direct and quality-control financial models and analyses; perform complex modeling and scenario analyses; articulate drivers, risks, and recommendations.
• Own diligence workflows and content readiness; ensure models, pitch materials, client updates, and prospecting materials are accurate and aligned to strategy.
• Partner with product teams (DCM/ECM) to craft integrated financing and advisory solutions; support origination with sector insights.
• Prepare and lead portions of client meetings; respond to detailed analytical and credit questions with clarity.
• Mentor and oversee Analysts and Associates; provide structured feedback and contribute to staffing and performance inputs.
• Drive continuous improvement in templates, processes, and knowledge management for efficiency and quality.

Skills

Execution Leadership

Client Impact

Credit & Valuation Acumen

Communication & Presence

Team Development

Operational Excellence

Licenses eligibility

Education

Undergraduate degree

Graduate degree preferred

Job description

Fifth Third Bank in Palo Alto, CA is seeking an experienced Corporate Client Associate II to lead day-to-day client coverage initiatives and deliver integrated financing solutions. The role involves directing financial models, coordinating timelines, and guiding junior team members in a fast-paced advisory environment.

Required credentials include 4–5 years in banking or related fields, strong credit underwriting, and licenses (SIE, Series 79, Series 63).