PBS Sr. Client Associate

Fifth Third Bank; Columbus (OH); Presencial; USD 45.000 - 86.000; Jornada completa

Descripción de la vacante

Fifth Third Bank is seeking a Senior Client Associate for its Private Banking team in Cincinnati, OH. The role supports Private Bankers, maintains client relationships, and helps resolve issues while cross-selling basic banking products. Strong service, communication, and teamwork are essential.

The position emphasizes risk awareness, adherence to procedures, and collaboration with internal partners to ensure a seamless client experience. S.A.F.E. Act registration is required.

Formación

• Associate degree or BS/BA is preferred.
• Minimum 3 years of banking/client service experience.
• Environment stresses both individual accountability and team performance.
• Exhibits a sense of urgency in a results-driven environment.
• Strong interpersonal, organizational, written, and oral communication skills.
• Adapts quickly in dealing with an ever-changing banking environment.
• Uses effective problem solving skills to resolve client issues.
• Proficient with Word, Excel and PowerPoint.
• Knowledge of the Fifth Third banking systems is preferred.

Responsabilidades

• Works under the guidance of the Private Banker to ensure the Private Banking client experience is delivered.
• Ensures service standards and metrics are met based on client banking needs.
• Takes ownership for resolving client banking issues and notifies Private Banker of status/resolution.
• Assists Private Bankers in the administration of client relationships.
• May act as primary contact for the administrative needs of Private Banking clients.
• Identifies opportunities and cross-sells basic banking products and services to assigned clients.
• Participates in the Life360 Process as requested.
• Delivers high level of service while adhering to bank policies and regulations.
• Coordinates with internal partners (call center, funding desk, underwriting, etc.).
• This position requires S.A.F.E. Act registration at employment.

Conocimientos

Customer service

Banking knowledge

Communication

Microsoft Office

Problem solving

Teamwork

Educación

Associate degree or BS/BA preferred

Herramientas

Microsoft Office

Descripción del empleo

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.

GENERAL FUNCTION: Supports the Private Banker and interacts directly with existing clients to meet their basic banking needs in an inbound and outbound call center environment. Builds effective relationships with Private Banking team to enhance the client experience.

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

• Works under the guidance of the Private Banker and other specialists to ensure the Private Banking client experience is delivered.
• In conjunction with the Private Banker ensures service standards and metrics are met based on client banking needs.
• Takes ownership for resolving client banking issues and notifies Private Banker of status /resolution.
• Assists Private Bankers in the administration of their client relationships.
• May often act as a primary point of contact for the administrative needs of our Private Banking clients.
• Identifies opportunities and cross-sells basic banking products and services to their assigned clients.
• Participates in the Life360 Process as requested.
• Delivers high level of service while maintaining bank integrity, and abiding by both corporate and industry regulations.
• Follows documented banking procedures.
• Effectively works with internal business partners (e.g., call center, funding desk, consumer underwriting, etc.).
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System

Minimum Knowledge & Skills Required

• Associate degree or BS/BA is preferred.
• Brings a minimum of 3 years of successful banking/client service experience in retail, commercial, business, private banking, and/or client services industry.
• Experienced operating in an environment that stresses both individual accountability and team-based performance.
• Exhibits a sense of urgency in a results-driven environment.
• Strong interpersonal, organizational, written, and oral communication skills.
• Adapts quickly in dealing with an ever-changing banking environment.
• Uses effective problem solving skills to resolve client issues.
• Computer / Technical: Ability to use all Microsoft Office software including: Word, Excel and PowerPoint.
• Knowledge of the Fifth Third banking systems is preferred.

PBS Sr. Client Associate

Total Base Pay Range 45,100.00 - 85,600.00 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.

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 and by consulting with your talent acquisition partner.

LOCATION -- Cincinnati, Ohio 45202

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.