Client Advisor I

4 weeks ago

Cincinnati, United States Fifth Third Bank, N.A. Full time

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: 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. This client service professional possesses treasury management expertise and knowledge responsible for the retention and growth of our clients, engineering TM solutions based on client data analytics and industry trends while engaging Operations, Product, IT and Sales resources to optimize the suite of solutions for each client. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank’s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Client Service: + Pro-actively manages a portfolio consisting of the top 10% revenue generating clients in the Commercial Division: Serves as Treasury Management (TM) relationship ambassador for all things treasury including but not limited to incident management, client behavior analytics, escalation point of contact, implementation, issue troubleshooting, assessment and resolution. + Leverages TM data analytics to improve client retention, optimize revenue, deepen client relationship by recommending additional services that will deliver additional value and achieve operational excellence/client satisfaction. + Assess client’s viability for additional TM services and exhibit consultative behaviors to bring opportunities to close or referral. + Proactively manages critical client communications through touch points (SWAT), strategic outreaches and TM relationship reviews. The Client Advisor has the foresight to communicate quickly and adapts well to intense client service situations. + Monitor client portfolio Overall Satisfaction (OSAT) interviews and utilize feedback to deliver the best-in-class client experience; Ensures complete client satisfaction by providing expedited, timely responses to client requests (close the loop) within standard service level agreements. + Drives problem resolution and escalates as necessary following the defined channels – Client Care, Relationship and Operations. + Completes periodic document reviews through client triggered events or relationship analysis; materials are up-to-date, accurate, and recorded appropriately for reference. + Manages bank and client risk associated with High Risk Transactions (Wires, Overdrafts etc.) while adhering to Client Care Policy and Procedures; Identify all potential risk related circumstances to protect the Bank from potential losses. + Completes periodic client document reviews through client triggered events or relationship analysis; materials are up-to-date, accurate, and recorded appropriately for reference. + Collaborate. Foster communication and a partnership across all lines of business to ensure proactive management for the overall client relationship. Track participation/Call reports. + Works collaboratively with the Sales partners to support RFPs and TM relationship reviews. Implementation: + Identifies and engages appropriate Implementation resources for TM adds/changes/deletes. + Actively participates in net new assigned client implementations. Attend internal kickoff and external kick off meetings as well as ongoing calls throughout the project’s lifecycle. Track participation/Call reports. + Understands implementation requirements in order to review required documentation and + account information for accuracy and completion. + Works collaboratively with business partners to ensure flawless service and product + implementation on new or existing client requests. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Bachelor's Degree or equivalent work experience. + 1 to 3 years banking experience preferred including Commercial Bank experience (including, but not limited to the following): commercial account structure, Treasury Management products and services. + 1 to 3 years demonstrated client service experience preferred (phone and face to face). + 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 relationship. + Ability to cope with complex, uncertain, (ambiguous) high pressure situations and adapts 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, such as OneNote, Word, Excel, + PowerPoint and Outlook. WORKING CONDITIONS: Normal office environment with little exposure to dust, noise, temperature and the like. Extended viewing of a CRT screen. Some travel required Client Advisor I LOCATION -- Louisville, Kentucky 40202 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

  • TM Client Care Advisor I- Cincinnati

    3 days ago

    Cincinnati, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: 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...

  • TM Client Care Advisor I- Cincinnati

    3 days ago

    Cincinnati, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: 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...

  • Licensed Financial Advisor

    4 weeks ago

    Cincinnati, United States TruPartner Credit Union Full time

    Job DescriptionJob DescriptionPriority Financial Group (PFG) in its relationship with TruPartner Credit Union, is looking to add a Financial Advisor to work in their Cincinnati Ohio market. The Financial Advisor will receive referrals from the assigned branch team members who are tasked with welcoming new members and deepening relationships. This advisor...

  • Financial Advisor

    3 days ago

    Cincinnati, United States Northwestern Mutual Full time

    Northwestern Mutual – Cincinnati is seeking a new Financial Advisor to join our growing and highly productive firm. A successful applicant will have strong interpersonal and communication skills, be self-motivated, have a demonstrated history of personal success, value professional interdependence with a world-class company, have a high standard of ethics,...

  • Financial Advisor

    3 days ago

    Cincinnati, United States Northwestern Mutual Full time

    Northwestern Mutual – Cincinnati is seeking a new Financial Advisor to join our growing and highly productive firm. A successful applicant will have strong interpersonal and communication skills, be self-motivated, have a demonstrated history of personal success, value professional interdependence with a world-class company, have a high standard of ethics,...

  • Financial Advisor

    3 days ago

    Cincinnati, United States Northwestern Mutual Full time

    Northwestern Mutual – Cincinnati is seeking a new Financial Advisor to join our growing and highly productive firm. A successful applicant will have strong interpersonal and communication skills, be self-motivated, have a demonstrated history of personal success, value professional interdependence with a world-class company, have a high standard of ethics,...

  • Client Services Representative

    2 weeks ago

    Cincinnati, United States Robert Half Full time

    Job Title: Client Services Associate (Investment Experience)Essential Duties & ResponsibilitiesSupport the daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities,...

  • Client Services Representative

    1 week ago

    Cincinnati, United States Robert Half Full time

    Job Title: Client Services Associate (Investment Experience)Essential Duties & ResponsibilitiesSupport the daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities,...

  • Client Services Representative

    5 days ago

    Cincinnati, United States Robert Half Full time

    Job Title: Client Services Associate (Investment Experience)Essential Duties & ResponsibilitiesSupport the daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities,...

  • Life Insurance Advisor

    2 days ago

    Cincinnati, United States Barnes Agency Full time

    Job DescriptionJob Description🌟 Join Our Team: Life Insurance Advisor🌟Are you a passionate go-getter with a knack for building relationships and driving results? Do you thrive in a dynamic environment where your efforts are rewarded? We're seeking a motivated Life Insurance Advisor to join our team and revolutionize the way people approach life...

  • Tax Accountant

    10 hours ago

    Cincinnati, United States Advisor Avenue Full time

    Tax & Assurance Accountant - Cincinnati, OH We are seeking a full time, in-office Tax & Assurance expert for a Tax, Accounting, and Advisory firm located in Cincinnati, Ohio. This is a privately owned firm specializing in complex tax issues, assisting with succession planning, mergers, and acquisitions as well as consulting on overall business and CFO...

  • Licensed Financial Advisor

    2 weeks ago

    Cincinnati, United States TruPartner Credit Union Full time

    Priority Financial Group (PFG) in its relationship with TruPartner Credit Union, is looking to add a Financial Advisor to work in their Cincinnati Ohio market. The Financial Advisor will receive referrals from the assigned branch team members who are tasked with welcoming new members and deepening relationships. This advisor will be based at our main office...

  • Consumer Lending Service Advisor

    7 days ago

    Cincinnati, United States Axelon Full time

    JOB TITLE: CONSUMER LENDING SERVICE ADVISOR Description : Client Pay is a fintech business powered by a national bank. Recognized as a leader in product innovation. The team is rapidly expanding its merchant relationships across industry verticals and is looking for a strong people to enhance and respond to customers within the support center. The...

  • Advisor (Weekends)

    1 week ago

    Cincinnati, OH, United States RetireMed Full time

    As the first point of contact for consumer prospects seeking Medicare or Marketplace advice, the PA will play a crucial role in building rapport and converting leads into lifelong Medicare clients. This full-time, hourly, non-exempt position requires a candidate with exceptional communication skills, a positive attitude, and the ability to thrive in a...

  • Benefit Advisor- Blue Ash

    1 week ago

    Cincinnati, United States RetireMed Full time

    Job DetailsLevel Experienced Job Location Blue Ash Office - Blue Ash, OH Position Type Full Time Education Level High School Salary Range $50,000.00 Base+Commission/year Travel Percentage Negligible Job Shift Day Description The Benefit Advisor (BA) is a sales consultant position whose primary function is to enroll consumer prospects (leads) onto Medicare...

  • Program Advisor- Medicare

    1 week ago

    Cincinnati, United States RetireMed Full time

    RetireMed is seeking a dynamic and results-oriented individual to join our team as a Program Advisor (PA). As the first point of contact for consumer prospects seeking Medicare or Marketplace advice, the PA will play a crucial role in building rapport and converting leads into lifelong Medicare clients. This full-time, hourly, non-exempt position requires a...

  • Program Advisor- Medicare

    1 week ago

    Cincinnati, United States RetireMed Full time

    RetireMed is seeking a dynamic and results-oriented individual to join our team as a Program Advisor (PA). As the first point of contact for consumer prospects seeking Medicare or Marketplace advice, the PA will play a crucial role in building rapport and converting leads into lifelong Medicare clients. This full-time, hourly, non-exempt position requires a...

  • Client Service Associate

    1 month ago

    Cincinnati, United States Oxford Financial Group, Ltd Full time

    A Client Service Associate provides extraordinary client service as a dedicated member of a client service team. The Client Service Associate must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic and a positive attitude.Duties & Responsibilities:Client contact and relationship management Assists with...

  • Client Principal

    1 month ago

    Cincinnati, United States Bitwise Inc Full time

    Client Principal - Sales ManagerBitwise, a leading data and analytics consulting firm, is seeking a driven and experienced sales leader to spearhead the growth of our various Services vertical practice. In this pivotal position, you'll play a key role in helping various institutions harness the power of data to unlock competitive advantage, drive strategic...

  • Registered Representative/Financial Advisor/Agent

    7 hours ago

    Cincinnati, United States NYL - Cincinnati Full time

    At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial industry, New York Life will invest in you from the start. From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial advisors. We have been in...