Private Banking Sr. Client Service Assoc

Responsibilities 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 Investment Management and Trust needs. Act as the first point of contact for client‑initiated Private Bank clients for any service requests. Interact directly with Private Bank clients via phone and email to address inquiries and resolve issues, ensuring banking and IM&T needs are met. Take ownership for resolving client issues and provide 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, next contact, etc.). Input service requests into the appropriate system to complete tasks (e.g., send wires, update contact information). Deeply understand and adhere to procedures for IM&T and banking while abiding by corporate policy and industry regulations. Help clients navigate digital tools and provide education on self‑service options. Attend all regional calls/meetings, Product & Ops calls, Quarterly Excellence calls. Identify and engage with internal Private Bank team(s) to address client needs or route inquiries to the appropriate party. Collaborate with a team pod structure to address client service needs. Utilize shared inboxes and telephone lines. Communicate updates in a timely manner 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, guidance, and support. This role does not include responsibilities related to processing lending applications or providing loan origination or financial advising activities. Qualifications Associate degree or BS/BA preferred. Minimum of 3 years successful banking or client‑service experience in retail, commercial, business, private banking, or a related client services industry. Experience operating in an environment that stresses individual accountability as well as team‑based performance. Strong attention 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 a 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 Fifth Third banking systems preferred. Working Conditions Normal office environment with minimal exposure to dust, noise, temperature variations, and other typical workplace factors. Extended viewing of computer screens is expected. Supervisory Responsibilities None. Location Cincinnati, Ohio 45202 Compensation Base salary within the pay grade range, with potential eligibility for incentive compensation based on company and individual performance. Equal Employment Opportunity Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and promotes an equitable workplace. The bank ensures equal employment opportunities regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military service, veteran status, or any other legally protected status. #J-18808-Ljbffr