TM Client Advisor I

Fifth Third Bancorp
Detroit
Workplace: OnsiteFull timeUSD 54,400 - 111,500 annuallyFunction: Customer Success & Account ManagementExperience: 1-3 yearsEducation: bachelorsSkills: ["Risk awareness","Customer focus","Communication","Interpersonal skills","Problem-solving"]

Manage a portfolio of top treasury management clients as their primary point of contact, driving retention and growth through consultative recommendations and TM data analytics. Lead proactive communications, monitor client satisfaction, and close the loop on service requests within SLAs. Resolve issues by escalating through defined channels, review documents, and support high-risk transaction risk management while coordinating with Operations, Product, IT, and Sales on implementations and service delivery.

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FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

TM Client Advisor I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Manage a portfolio of top treasury management clients as their primary point of contact, driving retention and growth through consultative recommendations and TM data analytics. Lead proactive communications, monitor client satisfaction, and close the loop on service requests within SLAs. Resolve issues by escalating through defined channels, review documents, and support high-risk transaction risk management while coordinating with Operations, Product, IT, and Sales on implementations and service delivery.
Location: Detroit
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Proactively manage a client portfolio as Treasury Management relationship ambassador, including incident management, escalation, and issue troubleshooting.
  • •Use TM data analytics and feedback to improve retention, optimize revenue, and recommend additional services.
  • •Monitor OSAT interviews and ensure timely responses to client requests within service level agreements.
  • •Drive problem resolution and escalate when needed using defined channels (Client Care, Relationship, Operations).
  • •Support TM implementation add/changes/deletes by engaging implementation resources and coordinating kickoff and project lifecycle activities.
Travel: Low travel

Pay and Benefits

Salary: USD 54,400 - 111,500 annually

Key Requirements

  • •Bachelor’s degree or equivalent work experience.
  • •1 to 3 years of banking experience, preferably in Commercial Banking including treasury management products and services.
  • •1 to 3 years of demonstrated client service experience (phone and face to face).
  • •Excellent written and verbal communication skills with the ability to communicate across organizational levels.
  • •Extensive experience with Microsoft Office (OneNote, Word, Excel, PowerPoint, Outlook).
Experience:1-3 yearsBankingCommercial bankingTreasury managementClient servicesCommercial division
Education:Bachelor's
Skills:Risk awarenessCustomer focusCommunicationInterpersonal skillsProblem-solving
Tech Stack:Microsoft OfficeOneNoteWordExcelPowerPointOutlook

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
Glassdoor
Glassdoor: 3.7
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