Corporate Client Associate II

Fifth Third Bank • San Jose, CA

7d • $71,100 - $145,900 • Onsite

About The Position

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.

Requirements

• Undergraduate degree required; graduate degree preferred.
• 4 - 5 years of total experience in Banking, Investment Banking, M&A, or Capital Markets (including prior Associate-level responsibilities).
• Strong credit underwriting and corporate banking skills.
• Advanced analytical skills and proficiency in financial modeling and presentation development.
• Excellent presentation and client communication skills (written and oral).
• Securities Industry Essentials (SIE), Series 79, and Series 63 licenses required within Fifth Third guidelines.
• Ability to obtain and maintain required securities licenses in accordance with company policy.

Nice To Haves

• Execution Leadership: Manage multiple concurrent opportunities with tight timelines; coordinate across coverage and product partners.
• Client Impact: Elevate client dialogue with insights on capital structure, market dynamics, and financing alternatives.
• Credit & Valuation Acumen: Review complex analyses, identify risks and mitigants, and translate findings into actionable recommendations.
• Communication & Presence: Lead portions of client meetings and internal reviews with clarity and confidence.
• Team Development: Coach and develop junior talent; set quality standards and foster a collaborative culture.
• Operational Excellence: Improve templates, processes, and data integrity to enhance consistency and efficiency.
• Execution Mastery: Anticipate roadblocks; manage critical paths to on-time, on-quality delivery.
• Commercial Acumen: Identify cross-sell opportunities and contribute to origination through differentiated ideas.
• Stakeholder Management: Align coverage, product, and risk partners around clear objectives and timelines.
• Continuous Improvement: Codify best practices and share learnings across teams.
• Risk Management: Proactively identify and mitigate operational, reputational, and compliance risks.

Responsibilities

• Lead the day-to-day execution of client coverage initiatives and live opportunities; coordinate deliverables, timelines, and stakeholder communication.
• Direct and quality-control financial models and analyses; perform complex modeling and scenario analyses as needed; articulate key drivers, risks, and recommendations to senior bankers and clients.
• Own diligence workflows and content readiness: ensure models, pitch materials, client updates, and prospecting materials are accurate, current, and aligned to strategy.
• Partner with product teams (DCM/ECM and others) to craft integrated financing and advisory solutions; support origination with idea generation and sector insights.
• Prepare and lead portions of client meetings and calls; respond to detailed analytical and credit questions with clarity.
• Mentor, coach, and oversee Analysts and Associates/CAP participants; provide structured feedback and contribute to staffing and performance inputs.
• Drive continuous improvement in templates, processes, and knowledge management to enhance efficiency and quality across the platform.
• Ensure adherence to risk, compliance, confidentiality, and information barrier requirements across all workstreams.
• Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

Benefits

• Total Rewards include comprehensive benefits and differentiated compensation offerings
• Eligible to participate in an incentive compensation plan
• Extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree