TM Client Care Advisor II - Texas Region

Fifth Third Bank; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive benefits

Incentive plan

Travel opportunities

Job summary

Fifth Third Bank in Dallas, Texas seeks a Treasury Management Client Care Advisor II to manage a high-revenue client portfolio and act as the primary TM contact. You will analyze client data, coordinate with operations, product, IT and sales to tailor TM solutions and maximize retention and revenue.

The role emphasizes risk awareness, customer-first service, and cross-functional collaboration. Occasional travel is expected within the Texas region as part of client engagements.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 3+ years banking experience preferred including Commercial Bank & TM products.
• Strong written and verbal communication skills.
• Ability to communicate with all levels of the organization.
• Ability to analyze information and support risk-aware decisions.

Responsibilities

• Pro-actively manages top 10% revenue clients in the Commercial Division as TM relationship ambassador.
• Leverages TM data analytics daily to improve retention and revenue.
• Collaborates with Operations, Product, IT and Sales for TM solutions.
• Manages risk and ensures client satisfaction within policy guidelines.
• Supports RFPs and TM relationship reviews as needed.

Skills

Relationship management

Analytical thinking

Communication skills

Problem solving

Cross-functional collaboration

Attention to detail

MS Office

Education

Bachelor's Degree or equivalent

Tools

MS Word

MS Excel

PowerPoint

Outlook

OneNote

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.

GENERAL FUNCTION

The Treasury Management (TM) Client Care Advisor role operates as a portfolio manager for treasury management clients and acts as a trusted advisor and primary point of contact for all TM services. This client service professional possesses treasury management expertise and knowledge responsible for the retention and growth of our clients, engineering TM solutions based on client data analytics and industry trends while engaging Operations, Product, IT and Sales resources to optimize the suite of solutions for each client.

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.

Client Service

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Pro-actively manages a portfolio consisting of the top 10% revenue generating clients in the Commercial Division: Serves as Treasury Management (TM) relationship ambassador for all things treasury including but not limited to incident management, client behavior analytics, escalation point of contact, implementation, issue troubleshooting, assessment and resolution.
• Leverages TM data analytics daily to improve client retention, optimize revenue, deepen client relationship by recommending additional services that will deliver additional value and achieve operational excellence/client satisfaction.
• Demonstrates leadership abilities, drives behavior changes, adheres to procedures and guidelines in conjunction with the Client Advisor Team Lead; seasoned/tenured Client Advisor. (Player/Coach)
• Manages team escalations with little oversight by Client Advisor Team Lead.
• Trains, mentors/coaches, provides oversight for newly on-boarded Client Advisors.
• Assess client’s viability for additional TM services and exhibit consultative behaviors to bring opportunities to close or referral.
• Proactively manage critical client communications through touch points (SWAT), strategic outreaches and TM relationship reviews. The Client Advisor has the foresight to communicate quickly and adapts well to intense client service situations. Track participation/Call reports.
• Monitor client portfolio Overall Satisfaction (OSAT) interviews and utilize feedback to deliver the best-in-class client experience; Ensures complete client satisfaction by providing expedited, timely responses to client requests (close the loop) within standard service level agreements.
• Drives problem resolution and escalates as necessary following the defined channels – Client Care, Relationship and Operations.
• Completes periodic document reviews through client triggered events or relationship analysis; materials are up-to-date, accurate, and recorded appropriately for reference.
• Manages bank and client risk associated with High Risk Transactions (Wires, Overdrafts etc.) while adhering to Client Care Policy and Procedures; Identify all potential risk related circumstances to protect the Bank from potential losses.
• Completes periodic client document reviews through client triggered events or relationship analysis; materials are up-to-date, accurate, and recorded appropriately for reference
• Collaborate. Foster communication and a partnership across all lines of business to ensure proactive management for the overall client relationship. Track participation/Call reports.
• Works collaboratively with the Sales partners to support RFPs and TM relationship reviews, as needed.

Implementation

• Identifies and engages appropriate Implementation resources for TM adds/changes/deletes.
• Actively participates in net new assigned client implementations. Attend internal kickoff and external kick off meetings as well as ongoing calls throughout the projects lifecycle. Track participation/Call reports.
• Understands implementation requirements in order to review required documentation and account information for accuracy and completion.
• Works collaboratively with business partners to ensure flawless service and product
• implementation on new or existing client requests.

Minimum Knowledge, Skills And Abilities Required

• Bachelor's Degree or equivalent work experience.
• 3 or more years banking experience preferred including Commercial Bank experience (including, but not limited to the following): commercial account structure, Treasury Management products and services.
• 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.
• Ability to collaborate and influence a positive outcome.
• Strong organizational skills and ability to leverage internal systems for problem resolution
• Extensive experience with Microsoft office products, such as OneNote, Word, Excel,
• PowerPoint and Outlook.

Working Conditions

Normal office environment with little exposure to dust, noise, temperature and the like.

Extended viewing of a CRT screen.

Some travel required

TM Client Care Advisor II - Texas Region

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 -- Dallas, Texas 75223

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

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.