Corporate Client Associate II

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

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

Your Responsibilities

• Lead the 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 as needed; articulate key drivers, risks, and recommendations to senior bankers and clients.
• Own diligence workflows and content readiness: ensure models, pitch materials, client updates, and prospecting materials are accurate, current, and aligned to strategy.
• Partner with product teams (DCM/ECM and others) to craft integrated financing and advisory solutions; support origination with idea generation and sector insights.
• Prepare and lead portions of client meetings and calls; respond to detailed analytical and credit questions with clarity.
• Mentor, coach, and oversee Analysts and Associates/CAP participants; provide structured feedback and contribute to staffing and performance inputs.
• Drive continuous improvement in templates, processes, and knowledge management to enhance efficiency and quality across the platform.
• Ensure adherence to risk, compliance, confidentiality, and information barrier requirements across all workstreams.
• Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

Minimum Requirements

• Undergraduate degree required; graduate degree preferred.
• 4 - 5 years of total experience in Banking, Investment Banking, M&A, or Capital Markets (including prior Associate-level responsibilities).
• Strong credit underwriting and corporate banking skills.
• Advanced analytical skills and proficiency in financial modeling and presentation development.
• Excellent presentation and client communication skills (written and oral).
• Securities Industry Essentials (SIE), Series 79, and Series 63 licenses required within Fifth Third guidelines.

Required Skills

• Execution Leadership: Manage multiple concurrent opportunities with tight timelines; coordinate across coverage and product partners.
• Client Impact: Elevate client dialogue with insights on capital structure, market dynamics, and financing alternatives.
• Credit & Valuation Acumen: Review complex analyses, identify risks and mitigants, and translate findings into actionable recommendations.
• Communication & Presence: Lead portions of client meetings and internal reviews with clarity and confidence.
• Team Development: Coach and develop junior talent; set quality standards and foster a collaborative culture.
• Operational Excellence: Improve templates, processes, and data integrity to enhance consistency and efficiency.
• Ability to obtain and maintain required securities licenses in accordance with company policy.

Skills For Success

• Execution Mastery: Anticipate roadblocks; manage critical paths to on-time, on-quality delivery.
• Commercial Acumen: Identify cross-sell opportunities and contribute to origination through differentiated ideas.
• Stakeholder Management: Align coverage, product, and risk partners around clear objectives and timelines.
• Continuous Improvement: Codify best practices and share learnings across teams.
• Risk Management: Proactively identify and mitigate operational, reputational, and compliance risks.

DOING THE RIGHT THING:

Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets —including you .

Corporate Client Associate II

Total Base Pay Range 71,100.00 - 145,900.00 USD Annual

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION -- Palo Alto, California 94301

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.