Tm Client Care Advisor Ii

Fifth Third Bank

Ontario, California, United States
Base: 61,200.00 - 125,500.00 usd annual; bonus/equ...
Treasury management expertise
Client data analytics
Incident management
The Treasury Management (TM) Client Care Advisor role operates as a portfolio manager for treasury management clients and acts as a trusted advisor and primary point of contact for all TM services

Job Summary

  • The Treasury Management (TM) Client Care Advisor role operates as a portfolio manager for treasury management clients and acts as a trusted advisor and primary point of contact for all TM services.
  • Leverages TM data analytics daily to improve client retention, optimize revenue, deepen client relationship by recommending additional services that will deliver additional value and achieve operational excellence/client satisfaction.
  • Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

Matching Summary

The Treasury Management (TM) Client Care Advisor role operates as a portfolio manager for treasury management clients and acts as a trusted advisor and primary point of contact for all TM services.

Salary

Base: 61,200.00 - 125,500.00 USD Annual; Bonus/Equity: Eligible for incentive compensation plan; Benefits: Comprehensive benefits programs

Skills & Requirements

Must-have

  • Treasury Management expertise
  • Client data analytics
  • Incident management
  • Issue troubleshooting
  • Risk management

Nice-to-have

  • Player/Coach role
  • Consultative behaviors
  • Relationship building skills
  • Adapt to new circumstances

Key Requirements

  • Bachelor's Degree or equivalent work experience
  • 3+ years banking experience
  • 3+ years client service experience
  • Excellent written and verbal communication skills
  • Extensive experience with Microsoft office products

Work Rights

Not specified

Tailored Resume

Cover Letter