PBS Sr. Client Associate

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GENERAL FUNCTION: Supports the Private Banker and interacts directly with existing clients to meet their basic banking needs in an inbound and outbound call center environment. Builds effective relationships with Private Banking team to enhance the client experience.

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:

• Works under the guidance of the Private Banker and other specialists to ensure the Private Banking client experience is delivered.
• In conjunction with the Private Banker ensures service standards and metrics are met based on client banking needs.
• Takes ownership for resolving client banking issues and notifies Private Banker of status /resolution.
• Assists Private Bankers in the administration of their client relationships.
• May often act as a primary point of contact for the administrative needs of our Private Banking clients.
• Identifies opportunities and cross-sells basic banking products and services to their assigned clients.
• Participates in the Life360 Process as requested.
• Delivers high level of service while maintaining bank integrity, and abiding by both corporate and industry regulations.
• Follows documented banking procedures.
• Effectively works with internal business partners (e.g., call center, funding desk, consumer underwriting, etc.).
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System

MINIMUM KNOWLEDGE & SKILLS REQUIRED:

• 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.
• 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.
• Adapts quickly in dealing with an ever-changing banking environment.
• Uses effective problem solving skills to resolve client issues.
• Computer / Technical: Ability to use all Microsoft Office software including: Word, Excel and PowerPoint.
• Knowledge of the Fifth Third banking systems is preferred.

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html and by consulting with your talent acquisition partner. 

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting.  Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third.  Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

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.