Treasury Management Client Advisor II

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

Job summary

Fifth Third Bank, N.A. in Cincinnati, OH is seeking a Treasury Management Client Care Advisor II to manage a selective portfolio of high-revenue commercial clients and serve as the TM relationship ambassador, coordinating incident management, analytics, and service delivery.

You will collaborate with operations, product, IT, and sales to tailor TM solutions, mentor junior advisors, and drive client satisfaction while managing risk and ensuring adherence to procedures.

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.
• 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.

Responsibilities

• Proactively manages a portfolio of top 10% revenue clients in the Commercial Division as TM relationship ambassador.
• Leverages TM data analytics daily to improve client retention, optimize revenue.
• Demonstrates leadership abilities, guides Client Advisor Team Lead; seasoned/tenured Client Advisor.
• Manages team escalations with little oversight by Client Advisor Team Lead.
• Trains, mentors/coaches, provides oversight for newly on-boarded Client Advisors.
• Assesses client’s viability for additional TM services and exhibits consultative behaviors to bring opportunities to close or referral.
• Proactively manage critical client communications through touch points (SWAT) and TM relationship reviews.
• Monitor client portfolio OSAT interviews and use feedback to deliver best-in-class client experience.
• Drives problem resolution and escalates as necessary following defined channels.
• Completes periodic document reviews; materials up-to-date and recorded.
• Collaborate with Sales to support RFPs and TM relationship reviews.

Skills

Client service

Communication

Relationship building

Interpersonal skills

Analytical thinking

Education

Bachelor's Degree or equivalent

Tools

Microsoft Office

OneNote

Word

Excel

PowerPoint

Outlook

Job description

Fifth Third Bank, N.A. in Cincinnati, OH is seeking a Treasury Management Client Care Advisor II to manage a selective portfolio of high-revenue commercial clients and serve as the TM relationship ambassador, coordinating incident management, analytics, and service delivery.

You will collaborate with operations, product, IT, and sales to tailor TM solutions, mentor junior advisors, and drive client satisfaction while managing risk and ensuring adherence to procedures.