PBS Sr. Client Associate
About The Position
Supports the Private Banker and works directly with existing clients to meet basic banking needs in an inbound and outbound call center environment. Builds effective relationships with the Private Banking team to enhance the client experience. Works under the guidance of Private Bankers and other specialists to deliver the Private Banking client experience, meet service standards, resolve client issues, and support administration of client relationships. May serve as a primary contact for clients’ administrative needs and identify opportunities to cross-sell basic banking products and services. The position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment. The role is accountable for managing risk, following policies and documented banking procedures, complying with corporate and industry regulations, and delivering a positive customer experience while operating within the Bank’s risk appetite. It works with internal business partners, including the call center, funding desk, and consumer underwriting.
Requirements
- At least 3 years of successful banking or client service experience in retail, commercial, business, private banking, and/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 adapt quickly to a changing banking environment.
- 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 is required at the time of employment.
Nice To Haves
- Associate degree or BS/BA.
- Knowledge of Fifth Third banking systems.
Responsibilities
- Support the Private Banker and work with existing clients to meet basic banking needs through inbound and outbound calls.
- Work with the Private Banker and other specialists to deliver the Private Banking client experience.
- Help ensure service standards and metrics are met based on client banking needs.
- Take ownership of client banking issues and notify the Private Banker of their status or resolution.
- Assist Private Bankers with administration of client relationships and sometimes serve as the 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 and applicable policies.
- Work effectively with internal business partners, including the call center, funding desk, and consumer underwriting.
- Identify, assess, manage, monitor, and report risks while operating within the Bank’s risk appetite.
Benefits
- Comprehensive benefits supporting employees’ and 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
