Treasury Management Client Care Lead

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

Job summary

Fifth Third Bank seeks a Treasury Management Client Care Advisor II to manage top revenue clients and deliver TM solutions. You will collaborate with Operations, Product, IT and Sales to optimize services and drive client satisfaction while mitigating risk.

This role emphasizes data-driven client insights, proactive communication, and mentoring of junior advisors, with focus on accuracy and compliance.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3+ years banking experience preferred including Commercial Bank experience.
• 3+ 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.

Responsibilities

• Pro-actively manages a portfolio consisting of top 10% revenue generating clients in the Commercial Division; acts as TM relationship ambassador.
• Leverages TM data analytics daily to improve client retention and revenue.
• Drives behavior changes and adheres to procedures with the Client Advisor Team Lead.
• Manages team escalations with little oversight.
• Trains and mentors newly onboarded Client Advisors.
• Assess viability for additional TM services and bring opportunities to close or referral.
• Proactively manage critical client communications and TM relationship reviews.
• Monitor OSAT interviews and deliver best-in-class client experience; respond promptly to requests.

Skills

Client service

Communication skills

Relationship building

Problem solving

Analytical thinking

Prioritization

Collaboration

Education

Bachelor's Degree or equivalent

Tools

OneNote

Word

Excel

PowerPoint

Outlook

Job description

Fifth Third Bank seeks a Treasury Management Client Care Advisor II to manage top revenue clients and deliver TM solutions. You will collaborate with Operations, Product, IT and Sales to optimize services and drive client satisfaction while mitigating risk.

This role emphasizes data-driven client insights, proactive communication, and mentoring of junior advisors, with focus on accuracy and compliance.