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Treasury Management Client Portfolio Manager

1 month ago

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

We are seeking a skilled Treasury Management Client Care Advisor to join our team at Fifth Third Bank. As a key member of our Commercial Bank team, you will be responsible for managing a portfolio of top revenue-generating clients and providing exceptional client service.

Key Responsibilities

Proactively manage a portfolio of top revenue-generating clients, providing exceptional client service and ensuring complete client satisfaction.
Serve as a trusted advisor and primary point of contact for all Treasury Management services, leveraging data analytics to improve client retention and optimize revenue.
Collaborate with internal teams, including Operations, Product, IT, and Sales, to optimize the suite of solutions for each client.
Identify and engage appropriate Implementation resources for Treasury Management adds/changes/deletes, actively participating in net new assigned client implementations.

Requirements

Bachelor's Degree or equivalent work experience.
1 to 3 years banking experience, including Commercial Bank experience and Treasury Management products and services.
Excellent written and verbal communication skills, with the ability to effectively communicate with all levels of the organization.
Strong interpersonal and relationship building skills, with the 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 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, 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.