Private Banking Sr. Client Service Assoc

Fifth Third Bank, N.A. • Cincinnati, OH • 3h ago

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION

The Client Service Specialist is responsible for providing exceptional support and service to our Private Bank clients. This role involves building and maintaining strong relationships with clients to meet their basic banking and I nvestment Management & Trust (IM &T ) needs . Key responsibilities include addressing client inquiries, resolving issues, and ensuring a seamless client experienc e .

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 client s and colleagues and ensures that actions and behaviors drive a positive client 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

As part of the Client Service Team, be the first point of contact for client initiated Private B ank client s for any service requests.

Interact directly with Private Bank clients via phone and email to address inquiries and resolve issues to ensure their banking and IM&T needs are met , providing a consistent client experience across the Private Bank .

Takes ownership for resolving client issues and provides status/resolution updates directly to clients.

Deliver an elite client servicing experience (professional, timely , consistent). Set clear expectations with clients regarding any needed follow-up (SLA timing, who will call next, etc. ).

Input service requests into the appropriate system to complete the tasks as requested by clients (for example send wires, update contact information).

Deep understanding and adherence to procedures for IM&T and Banking while abiding by both corporate policy and industry regulations.

Help clients navigate digital tools and provide education to clients on self-service options.

Attend all regional calls/meetings, Product & Ops calls, Quarterly Excellence calls.

Identify and e ngag e with internal Private Bank team (s) to address client needs, or to route client inquiries to the right party.

Collaborate with a team pod structure to address client service needs. Utilize shared inboxes and telephone lines .

Communicate updates timely with Private Bank team members on client service requests, issues, and resolutions.

Collaborate with senior management to develop and implement policies and procedures that enhance client service operations.

Provide peer to peer mentorship with guidance and support.

Please note: This role does not include responsibilities related to processing lending applications or providing lending rate quotes. Incumbents will not be expected to engage in any loan origination or financial advising activities.

SUPERVISORY RESPONSIBILITIES: None

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

Associate degree or BS/BA is preferred.

Minimum of 3 years of successful banking/client service experience in retail , commercial, business, private banking, and/or client services industry.

Experience operating in an environment that stresses both individual accountability and team-based performance.

Strong a ttention to detail and accuracy .

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 Teams, Word, Excel, PowerPoint , and CoPilot .

Knowledge of the Fifth Third banking systems is preferred.

WORKING CONDITIONS:

Normal office environment with little exposure to dust, noise, temperature, and the like.

Extended viewing of computer screens.

Private Banking Sr. Client Service Assoc

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. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

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 or by consulting with your talent acquisition partner.

LOCATION -- Cincinnati, Ohio 45202

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.

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