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Client Care Advisor II
Fifth Third Bank. Manage a portfolio of top revenue-generating Commercial Division clients as the Treasury Management relationship ambassador .
Core Competencies
Role fitCore Competencies
Use 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 critical client communications and problem resolution.
Highest-signal resume keywords
Treasury Management ProductsClient Relationship ManagementData AnalyticsClient Service ExperienceMicrosoft Office Suite
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Treasury ManagementClient Behavior AnalyticsIncident ManagementProblem ResolutionClient Document ReviewsRisk ManagementImplementation Documentation ReviewCommercial Account StructureProject ManagementData Analysis
Soft Skills
Excellent Communication SkillsInterpersonal SkillsRelationship-Building SkillsOrganizational SkillsAdaptability
Tools & Technologies
Microsoft OneNoteMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook
Industry Keywords
Commercial BankingClient SatisfactionService-Level AgreementsHigh-Risk TransactionsRFPs
About the role
Key responsibilities & impact- Manage a portfolio of top revenue-generating Commercial Division clients as the Treasury Management relationship ambassador
- Handle incident management, 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 support opportunities or referrals
- Manage critical client communications, strategic outreaches, relationship reviews and touch points
- Monitor client satisfaction interviews and provide timely responses within service-level agreements
- Drive problem resolution and escalate through defined channels
- Complete periodic client document reviews and maintain accurate 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 to support RFPs and Treasury Management relationship reviews
- Identify and engage Implementation resources for Treasury Management additions, changes and deletions
- Participate in new client implementations, kickoff meetings and project calls
- Review implementation documentation and account information for accuracy and completion
- 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
- Excellent written and verbal communication skills
- Ability to communicate effectively 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, ambiguous and high-pressure situations and adapt to new 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- Comprehensive benefits supporting physical, financial, emotional and social well-being
- Incentive compensation plan based on company, line of business and/or individual performance
- Differentiated compensation offerings
- Employee benefits programs for employees and their families