Senior Treasury Management Client Advisor

Fifth Third Bank; San Jose (CA); On-site; USD 61,000 - 126,000; Full time

Job summary

Fifth Third Bank seeks a Treasury Management Client Care Advisor II to serve as a trusted advisor for TM services and manage a portfolio of high-revenue clients in the California region. You will coordinate with Operations, Product, IT and Sales to tailor TM solutions and deliver exceptional client value.

The role emphasizes risk-aware client care, strong analytics, and proactive escalation management, with a focus on retention, revenue growth, and service excellence across TM offerings.

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/process to facilitate decision making and enhance client relationship.
• Ability to cope with complex, uncertain, (ambiguous) high pressure situations and adapts to new and different circumstances.
• Ability to problem solve and prioritize multiple tasks with strong attention to detail.

Responsibilities

• Pro-actively manages a portfolio consisting of the top 10% revenue generating clients in the Commercial Division: Serves as Treasury Management relationship ambassador for all TM services.
• Leverages TM data analytics daily to improve client retention, optimize revenue, deepen client relationship by recommending additional services.
• Collaborate with Sales partners to support RFPs and TM relationship reviews, as needed.
• Identifies and engages appropriate Implementation resources for TM adds/changes/deletes.
• Actively participates in net new assigned client implementations and related kickoff calls.

Skills

Communication skills

Relationship building

Analytical thinking

Problem solving

Customer service

Team collaboration

Time management

Education

Bachelor’s Degree or equivalent work experience

Tools

Excel

OneNote

Word

PowerPoint

Outlook

Job description

Fifth Third Bank seeks a Treasury Management Client Care Advisor II to serve as a trusted advisor for TM services and manage a portfolio of high-revenue clients in the California region. You will coordinate with Operations, Product, IT and Sales to tailor TM solutions and deliver exceptional client value.

The role emphasizes risk-aware client care, strong analytics, and proactive escalation management, with a focus on retention, revenue growth, and service excellence across TM offerings.