PBS Sr. Client Associate
About The Position
The PBS Sr. Client Associate supports Private Bankers and works directly with existing clients to address basic banking needs in an inbound and outbound call center environment. The role builds effective relationships with the Private Banking team to enhance the client experience and may serve as a primary contact for clients’ administrative needs. The associate is accountable for managing risk, following policies and procedures, and helping deliver a positive customer experience while operating within the Bank’s risk appetite. Working under the guidance of Private Bankers and other specialists, the associate helps ensure service standards are met, resolves client banking issues, assists with relationship administration, and identifies opportunities to cross-sell basic banking products and services. This position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment.
Requirements
- Minimum of 3 years of successful banking or client-service experience in retail, commercial, business, private banking, or the client services industry.
- Experience working in an environment that emphasizes individual accountability and team-based performance.
- Strong interpersonal, organizational, written, and oral communication skills.
- Ability to act with urgency in a results-driven environment and adapt quickly to changes in banking.
- Effective problem-solving skills for resolving client issues.
- Ability to use Microsoft Office software, including Word, Excel, and PowerPoint.
- S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment.
Nice To Haves
- Associate degree or BS/BA.
- Knowledge of Fifth Third banking systems.
Responsibilities
- Work with Private Bankers and other specialists to deliver the Private Banking client experience.
- Help ensure service standards and metrics are met based on clients’ banking needs.
- Take ownership of resolving client banking issues and notify the Private Banker of their status or resolution.
- Assist Private Bankers with administration of client relationships and may serve as a primary contact for clients’ administrative needs.
- Identify opportunities and cross-sell basic banking products and services to assigned clients.
- Participate in the Life360 Process as requested.
- Deliver a high level of service while maintaining bank integrity and complying with corporate and industry regulations.
- Follow documented banking procedures.
- Work effectively with internal business partners, including the call center, funding desk, and consumer underwriting.
- Identify, assess, manage, monitor, and report risks while following policies and procedures.
Benefits
- Comprehensive benefits programs designed to support employees and their families’ physical, financial, emotional, and social well-being.
- Differentiated compensation offerings.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
