Wholesale Relationship Advisor II

Fifth Third Bancorp
Cincinnati
Full timeUSD 71,100 - 145,900 annuallyFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: bachelorsSkills: ["Organizational skills","Multitasking","Communication","Negotiation","Problem-solving"]

Own day-to-day relationship management for assigned commercial clients in the Advisory Desk, driving retention, loyalty, and cross-sell opportunities through proactive service and trusted-advisor support. Manage credit commitments in line with commercial loan policy, maintain compliant client documentation, and oversee collateralized deposits booking/reporting. Independently troubleshoot issues, coordinate internal/external partners to implement new client services, and use CRM to maintain consistent client interaction records.

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Fifth Third Bancorp
Fifth Third Bancorp
19 hours ago

Wholesale Relationship Advisor II

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Own day-to-day relationship management for assigned commercial clients in the Advisory Desk, driving retention, loyalty, and cross-sell opportunities through proactive service and trusted-advisor support. Manage credit commitments in line with commercial loan policy, maintain compliant client documentation, and oversee collateralized deposits booking/reporting. Independently troubleshoot issues, coordinate internal/external partners to implement new client services, and use CRM to maintain consistent client interaction records.
Location: Cincinnati
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Oversee day-to-day client relationship management for assigned commercial clients to drive retention, loyalty, and satisfaction.
  • •Promote Fifth Third services to key client contacts to generate additional revenue and improve operating margin.
  • •Maintain and develop credit commitments while following commercial loan policy; ensure appropriate booking and reporting of collateralized deposits.
  • •Independently troubleshoot client issues, determine when escalation is required, and resolve questions in coordination with internal/external partners.
  • •Support client onboarding/conversion and implementation of new client services, meeting tight deadlines and acting independently on project obstacles.

Pay and Benefits

Salary: USD 71,100 - 145,900 annually

Key Requirements

  • •Minimum 3 years of experience in the financial services industry.
  • •4-year college degree required and/or equivalent work experience.
  • •Commercial credit underwriting experience required.
  • •Strong organizational and multitasking abilities in an environment emphasizing individual accountability and team-based performance.
  • •Strong communication and negotiation skills with internal and external clients.
Experience:3+ yearsFinancial services
Education:Bachelor's
Skills:Organizational skillsMultitaskingCommunicationNegotiationProblem-solving
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft PowerPointCRM

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
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