Client Service Associate
2 days ago
We are seeking a highly skilled Client Service Associate to join our team at Fifth Third Bank, N.A. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and building strong relationships with internal and external stakeholders.
Key Responsibilities- Provide proactive day-to-day client service, anticipating client needs and responding to client questions and issues in a timely manner.
- Own the process for ensuring client accounts are in good standing, providing all necessary paperwork and documentation during the client account opening process.
- Make necessary contacts both inside and outside of the organization to obtain client requested information and relay information to clients.
- Adhere to firm policies, procedures, and processes to ensure alignment with compliance and risk guidelines.
- Maintain a consistent and open line of communication with the CPS related to client matters.
- Understand, introduce, and leverage the services of the greater firm as appropriate.
- Coordinate client preferences among related relationships within a complex book of business.
- Escalate internal and external service concerns that other clients may also be experiencing to appropriate departments for action and prevention of further client impact.
- Implement and maintain a quality service plan ensuring the accuracy of administrative documents.
- Utilize the SalesForce in an accurate and timely manner to enter and maintain all pertinent account information and comply with all internal policies and procedures.
- Associate degree or BS/BA is preferred.
- Brings a minimum of 3 years of successful banking/client service experience in retail, commercial, business, private banking, and/or client services industry.
- Must have a demonstrated ability to work with internal parties, establish client relationships, and develop a rapport with necessary external parties.
- Experienced operating in an environment that stresses both individual accountability and team-based performance.
- Exhibits a sense of urgency in a results-driven environment.
- Strong interpersonal, organizational, written, and oral communication skills.
- Assists in effective problem-solving skills to resolve client issues.
Normal office environment with little exposure to dust, noise, temperature, and the like. Extended viewing of computer monitor.
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