Client Care Advisor II

Fifth Third Bank

. Manage a portfolio of the top 10% revenue-generating Commercial Division clients as the Treasury Management relationship ambassador .

Posted 11/2/2026full-timeTampa • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Treasury Management and client relationship management, with a strong focus on client retention, revenue optimization, and effective communication. Proven ability to lead teams, mentor new advisors, and manage high-risk transactions while ensuring client satisfaction.

Highest-signal resume keywords

Treasury Management ProductsClient Relationship ManagementCommercial Banking ExperienceData AnalyticsProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Treasury ManagementClient Behavior AnalyticsIncident ManagementClient Satisfaction MonitoringDocument ReviewRisk ManagementImplementation Documentation ReviewCommercial Account StructureDecision-Making FacilitationService-Level Agreement Compliance

Soft Skills

LeadershipInterpersonal SkillsCommunication SkillsOrganizational SkillsAdaptability

Tools & Technologies

Microsoft OfficeOneNoteWordExcelPowerPointOutlook

Industry Keywords

Client AdvisorHigh-Risk TransactionsRevenue GenerationClient CareStrategic Outreach

About the role

Key responsibilities & impact

Manage a portfolio of the top 10% 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 retention, optimize revenue, deepen client relationships and recommend additional services
Demonstrate leadership as a seasoned/tenured Client Advisor 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 touchpoints, strategic outreach and Treasury Management relationship reviews
Monitor client satisfaction interviews and use feedback to provide timely responses within service-level agreements
Drive problem resolution and escalate through defined Client Care, Relationship and Operations channels
Complete periodic client document reviews and maintain accurate, current records
Manage bank and client risk associated with high-risk transactions, including wires and overdrafts
Foster communication and partnerships across lines of business for proactive relationship management
Collaborate with Sales partners on 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 ongoing project 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 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 and high-pressure situations and adapt to new circumstances
Problem-solving and prioritization skills with strong attention to detail
Ability to collaborate and influence positive outcomes
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 eligibility, based on company, line of business and/or individual performance
Comprehensive benefits supporting physical, financial, emotional and social well-being
Differentiated compensation offerings
Employee recognition for contributions to customers, communities and colleagues