Advisor jobs in United States
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Client Care Advisor II
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Client Care Advisor II
Fifth Third BankCore Competencies
Role fitUse this summary to align your resume positioning with the role.
Demonstrates expertise in Treasury Management products and services, client relationship management, and data analytics to enhance client retention and optimize revenue. Proven ability to train and mentor team members while managing high-risk transactions and ensuring compliance with policies.
About the role
Key responsibilities & impact- Proactively manage a portfolio of top revenue-generating Commercial Division clients as the Treasury Management relationship ambassador
- Manage incident resolution, client behavior analytics, escalations, implementation, issue troubleshooting, assessment and resolution
- Use Treasury Management data analytics to improve client retention, optimize revenue and recommend additional services
- Drive behavior changes and manage team escalations with limited oversight
- Train, mentor, coach and provide oversight for newly onboarded Client Advisors
- Assess client viability for additional Treasury Management services and pursue or refer opportunities
- Manage critical client communications through touch points, strategic outreach and Treasury Management relationship reviews
- Monitor client satisfaction interviews and use feedback to deliver a best-in-class client experience
- Provide timely responses within service-level agreements and drive problem resolution through defined channels
- Complete periodic client document reviews and maintain accurate, up-to-date records
- Manage bank and client risk associated with high-risk transactions while following policies and procedures
- Collaborate across lines of business and with Sales partners on RFPs and relationship reviews
- Identify and engage implementation resources for Treasury Management changes
- Participate in new client implementations, kickoff meetings and project lifecycle calls
- Review implementation documentation and account information for accuracy and completeness
- Collaborate with business partners to ensure effective service and product implementation
Requirements
What you’ll need- Bachelor's Degree or equivalent work experience
- 3 or more years banking experience preferred, including Commercial Bank experience
- Knowledge of commercial account structure and Treasury Management products and services
- 3 or more years demonstrated client service experience preferred, including phone and face-to-face service
- Excellent written and verbal communication skills
- Ability to effectively communicate with all levels of the organization
- Strong interpersonal and relationship-building skills
- Ability to filter and analyze information/processes to facilitate decision-making and enhance client relationships
- Ability to cope with complex, uncertain, high-pressure situations and adapt 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, including OneNote, Word, Excel, PowerPoint and Outlook
- Some travel required
Benefits
Comp & perks- Incentive compensation plan based on company, line of business and/or individual performance
- Comprehensive benefits supporting physical, financial, emotional and social well-being
- Benefits for employees and their families
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