Client Care Advisor II – Private Equity

Fifth Third Bank

. Proactively manage a portfolio of the top 10% revenue-generating clients in the Commercial Division .

Posted 10/16/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core 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 satisfaction and retention. Proven ability to lead teams, mentor new advisors, and effectively communicate across all organizational levels.

Highest-signal resume keywords

Treasury Management ProductsClient Relationship ManagementData AnalyticsCommercial Banking ExperienceClient Service Experience

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 AnalyticsProblem ResolutionClient Document ReviewsRisk ManagementImplementation DocumentationConsultative SellingData AnalysisPortfolio ManagementService-Level Agreements

Soft Skills

LeadershipInterpersonal SkillsCommunication SkillsOrganizational SkillsAdaptability

Tools & Technologies

Microsoft OfficeOneNoteWordExcelPowerPointOutlook

Industry Keywords

Commercial DivisionClient SatisfactionHigh-Risk TransactionsClient CareRelationship Management

About the role

Key responsibilities & impact

Proactively manage a portfolio of the top 10% revenue-generating clients in the Commercial Division
Serve as Treasury Management relationship ambassador and primary contact for incident management, client behavior analytics, escalations, implementation, troubleshooting, assessment and resolution
Use Treasury Management data analytics to improve retention, optimize revenue, deepen client relationships and recommend additional services
Demonstrate leadership and drive behavior changes in conjunction with the Client Advisor Team Lead
Manage team escalations with little oversight
Train, mentor, coach and provide oversight for newly onboarded Client Advisors
Assess client viability for additional Treasury Management services and use consultative behaviors to close or refer opportunities
Manage critical client communications through touchpoints, strategic outreach and Treasury Management relationship reviews
Track participation and call reports
Monitor client portfolio satisfaction interviews and use feedback to deliver a best-in-class client experience
Provide timely responses to client requests within service-level agreements and close the loop
Drive problem resolution and escalate through defined Client Care, Relationship and Operations channels
Complete periodic client document reviews and maintain accurate, up-to-date records
Manage bank and client risk associated with high-risk transactions such as wires and overdrafts
Collaborate across lines of business to proactively manage client relationships
Work 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 assigned 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
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 (business style)
Ability to effectively communicate with all levels of the organization
Strong interpersonal and relationship-building skills
Ability to filter and analyze information/process to facilitate decision-making and enhance client relationships
Ability to cope with complex, uncertain, ambiguous, 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 eligibility, based on company, line of business and/or individual performance
Comprehensive benefits supporting physical, financial, emotional and social well-being
Benefits programs for employees and their families
Equal employment opportunity and inclusive culture