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Senior Client Associate
Fifth Third Bank. Support the Private Banker and interact directly with existing clients in an inbound and outbound call center environment .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client service capabilities in Private Banking, with a focus on relationship building, problem-solving, and compliance with banking regulations. Proficient in utilizing Microsoft Office tools and familiar with Fifth Third banking systems to enhance client interactions and service delivery.
Highest-signal resume keywords
Client Service ExperienceInterpersonal SkillsProblem-Solving SkillsMicrosoft Office ProficiencyS.A.F.E. Act Registration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Relationship ManagementCross-Selling Banking ProductsRisk ManagementBanking Procedures ComplianceCall Center Operations
Soft Skills
Organizational SkillsWritten Communication SkillsOral Communication SkillsAdaptability
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft PowerPointFifth Third Banking Systems
Certifications & Qualifications
S.A.F.E. Act Registration
Industry Keywords
Private BankingClient ExperienceRetail BankingCommercial BankingBusiness Banking
About the role
Key responsibilities & impact- Support the Private Banker and interact directly with existing clients in an inbound and outbound call center environment
- Build effective relationships with the Private Banking team to enhance the client experience
- Ensure the Private Banking client experience is delivered under the guidance of the Private Banker and other specialists
- Ensure service standards and metrics are met based on client banking needs
- Resolve client banking issues and notify the Private Banker of status/resolution
- Assist Private Bankers in administering client relationships
- Act as a primary point of contact for administrative needs of Private Banking clients
- Identify opportunities and cross-sell basic banking products and services
- Participate in the Life360 Process as requested
- Deliver high service while maintaining bank integrity and complying with corporate and industry regulations
- Follow documented banking procedures
- Work with internal business partners including call center, funding desk, and consumer underwriting
- Identify, assess, manage, monitor, and report risks while operating within the Bank's risk appetite
Requirements
What you’ll need- Associate degree or BS/BA is preferred
- Minimum of 3 years of successful banking/client service experience in retail, commercial, business, private banking, and/or client services industry
- Experience in an environment stressing individual accountability and team-based performance
- Strong interpersonal, organizational, written, and oral communication skills
- Ability to adapt quickly in an ever-changing banking environment
- Effective problem-solving skills
- Ability to use Microsoft Office software including Word, Excel and PowerPoint
- Knowledge of Fifth Third banking systems is preferred
- S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System
Benefits
Comp & perks- Comprehensive benefits programs supporting physical, financial, emotional and social well-being
- Differentiated compensation offerings
- Equal employment opportunity