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Client Care Advisor II – Enterprise
Fifth Third Bank. Proactively manage a portfolio of the top 10% revenue-generating Commercial Division clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Treasury Management products and services, with a strong focus on client relationship management and data analytics to enhance client retention and revenue optimization. Proven ability to lead, mentor, and train teams while effectively managing high-risk transactions and ensuring compliance with service-level agreements.
Highest-signal resume keywords
Treasury Management Products KnowledgeClient Relationship ManagementData Analytics for Client RetentionTeam Leadership and MentoringCommercial Banking Experience
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 ManagementData AnalyticsClient ServiceCommercial Account StructureProblem SolvingAttention to DetailRisk ManagementImplementation Documentation ReviewProject ManagementService-Level Agreement Compliance
Soft Skills
Excellent Communication SkillsInterpersonal SkillsRelationship-BuildingOrganizational SkillsAdaptability
Tools & Technologies
Microsoft OfficeOneNoteWordExcelPowerPointOutlook
Industry Keywords
Commercial BankingClient ExperienceHigh-Risk TransactionsClient CareRFP Support
About the role
Key responsibilities & impact- Proactively manage a portfolio of the top 10% revenue-generating Commercial Division clients
- Serve as Treasury Management relationship ambassador and primary point of contact for incidents, analytics, escalations, implementation, troubleshooting, assessment and resolution
- Use Treasury Management data analytics to improve retention, optimize revenue and deepen client relationships
- Recommend additional services and assess client viability for Treasury Management services
- Demonstrate leadership, drive behavior changes and operate as a seasoned/tenured Client Advisor in a player/coach capacity
- Manage team escalations with limited oversight
- Train, mentor and coach newly onboarded Client Advisors
- Manage critical client communications through touchpoints, strategic outreach and Treasury Management relationship reviews
- Track participation and call reports
- Monitor client OSAT interviews and use feedback to deliver a best-in-class client experience
- Provide expedited, timely responses within service-level agreements and close the loop on client requests
- Drive problem resolution and escalate through defined Client Care, Relationship and Operations channels
- Complete periodic client document reviews and ensure materials are current, accurate and properly recorded
- Manage bank and client risk associated with high-risk transactions such as wires and overdrafts
- Collaborate across lines of business and with Sales partners to support RFPs and 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 flawless 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
- 3 or more years demonstrated client service experience preferred
- Treasury Management products and services knowledge
- Commercial account structure knowledge
- 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, 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