TM Client Advisor I

We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We need to extract content. Let's parse posting: - Title: "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." Not needed. - GENERAL FUNCTION: description of role. - Client Service ESSENTIAL DUTIES AND RESPONSIBILITIES: long list. - Minimum Knowledge, Skills And Abilities Required: list. - Working Conditions: description. - TM Client Advisor I Total Base Pay Range 54,400.00 - 111,500.00 USD Annual - Benefits description: mention Total Rewards, comprehensive benefits, incentive compensation plan, extensive benefits programs, link. - Location: Detroit, Michigan 48226. - Other boilerplate: EEO etc to remove. We need sections: About the role (maybe from GENERAL FUNCTION), Responsibilities (from duties), Requirements (maybe Minimum Knowledge...), Qualifications (maybe overlapping with Requirements?), Skills (maybe from abilities), Benefits, Pay, Schedule. We must not repeat job title as heading. No Job ID. We need to decide which sections to include based on content. We have: - About the role: we can use GENERAL FUNCTION paragraph. - Responsibilities: the long list of duties. - Requirements: maybe "Minimum Knowledge, Skills And Abilities Required" plus maybe "Bachelor's Degree or equivalent work experience..." etc. - Qualifications: could be similar to Requirements; but we should avoid duplication. Perhaps combine Requirements and Qualifications? But instructions: prefer few substantive sections over many thin ones. We could have About the role, Responsibilities, Requirements (including qualifications and skills), Benefits, Pay. Schedule not mentioned, so omit. We need to include Pay section because posting states base pay range. Benefits section: posting mentions benefits, incentive compensation, etc. So include. Schedule: not mentioned, omit. Thus sections: About the role, Responsibilities, Requirements, Benefits, Pay. We need to use

for each section heading. Inside each section, use

for prose,

• for any list. We must preserve all substantive information, not invent or summarize away detail. Must not omit details. We need to extract details precisely. Let's extract About the role: The GENERAL FUNCTION paragraph: "GENERAL FUNCTION: The Treasury Management (TM) Client Care Advisor role operates as a portfolio manager for treasury management clients and acts as a trusted advisor and primary point of contact for all TM services. This client service professional possesses treasury management expertise and knowledge responsible for the retention and growth of our clients, engineering TM solutions based on client data analytics and industry trends while engaging Operations, Product, IT and Sales resources to optimize the suite of solutions for each client. 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 customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank’s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types." We'll put that in a

  . Responsibilities: The "Client Service ESSENTIAL DUTIES AND RESPONSIBILITIES:" block. It's a long paragraph with many duties separated by periods. We need to turn into list items? The instruction: Use

  • for any list of duties/requirements/benefits. So we should split each duty into
  • . The block includes many sentences; we can split by sentences that start with a capital letter after a period? Might be easier to treat each sentence as a duty. But we need to preserve all info; we can keep as

    if not a list? However instruction says use

    • for any list of duties/requirements/benefits. The duties are effectively a list; we should make a list. We need to parse the duties block: "Pro-actively manages a portfolio consisting of the top 10% revenue generating clients in the Commercial Division: Serves as Treasury Management (TM) relationship ambassador for all things treasury including but not limited to incident management, client behavior analytics, escalation point of contact, implementation, issue troubleshooting, assessment and resolution.Leverages TM data analytics to improve client retention, optimize revenue, deepen client relationship by recommending additional services that will deliver additional value and achieve operational excellence/client satisfaction.Assess client’s viability for additional TM services and exhibit consultative behaviors to bring opportunities to close or referral.Proactively manages critical client communications through touch points (SWAT), strategic outreaches and TM relationship reviews. The Client Advisor has the foresight to communicate quickly and adapts well to intense client service situations.Monitor client portfolio Overall Satisfaction (OSAT) interviews and utilize feedback to deliver the best-in-class client experience; Ensures complete client satisfaction by providing expedited, timely responses to client requests (close the loop) within standard service level agreements. Drives problem resolution and escalates as necessary following the defined channels – Client Care, Relationship and Operations.Completes periodic document reviews through client triggered events or relationship analysis; materials are up-to-date, accurate, and recorded appropriately for reference.Manages bank and client risk associated with High Risk Transactions (Wires, Overdrafts etc.) while adhering to Client Care Policy and Procedures; Identify all potential risk related circumstances to protect the Bank from potential losses.Completes periodic client document reviews through client triggered events or relationship analysis; materials are up-to-date, accurate, and recorded appropriately for reference.Collaborate. Foster communication and a partnership across all lines of business to ensure proactive management for the overall client relationship. Track participation/Call reports.Works collaboratively with the Sales partners to support RFPs and TM relationship reviews. Implementation Identifies and engages appropriate Implementation resources for TM adds/changes/deletes. Actively participates in net new assigned client implementations. Attend internal kickoff and external kick off meetings as well as ongoing calls throughout the project’s lifecycle. Track participation/Call reports.Understands implementation requirements in order to review required documentation andaccount information for accuracy and completion.Works collaboratively with business partners to ensure flawless service and productimplementation on new or existing client requests." We need to split into sensible items. Could be each sentence separated by a period. However some sentences have colons and semicolons. We'll just split by periods that are followed by a space and capital letter (or start of new sentence). We'll produce list items. Let's attempt to enumerate: 1. Pro-actively manages a portfolio consisting of the top 10% revenue generating clients in the Commercial Division: Serves as Treasury Management (TM) relationship ambassador for all things treasury including but not limited to incident management, client behavior analytics, escalation point of contact, implementation, issue troubleshooting, assessment and resolution. 2. Leverages TM data analytics to improve client retention, optimize revenue, deepen client relationship by recommending additional services that will deliver additional value and achieve operational excellence/client satisfaction. 3. Assess client’s viability for additional TM services and exhibit consultative behaviors to bring opportunities to close or referral. 4. Proactively manages critical client communications through touch points (SWAT), strategic outreaches and TM relationship reviews. The Client Advisor has the foresight to communicate quickly and adapts well to intense client service situations. 5. Monitor client portfolio Overall Satisfaction (OSAT) interviews and utilize feedback to deliver the best-in-class client experience; Ensures complete client satisfaction by providing expedited, timely responses to client requests (close the loop) within standard service level agreements. 6. Drives problem resolution and escalates as necessary following the defined channels – Client Care, Relationship and Operations. 7. Completes periodic document reviews through client triggered events or relationship analysis; materials are up-to-date, accurate, and recorded appropriately for reference. 8. Manages bank and client risk associated with High Risk Transactions (Wires, Overdrafts etc.) while adhering to Client Care Policy and Procedures; Identify all potential risk related circumstances to protect the Bank from potential losses. 9. Completes periodic client document reviews through client triggered events or relationship analysis; materials are up-to-date, accurate, and recorded appropriately for reference. 10. Collaborate. Foster communication and a partnership across all lines of business to ensure proactive management for the overall client relationship. Track participation/Call reports. 11. Works collaboratively with the Sales partners to support RFPs and TM relationship reviews. 12. Implementation Identifies and engages appropriate Implementation resources for TM adds/changes/deletes. Actively participates in net new assigned client implementations. Attend internal kickoff and external kick off meetings as well as ongoing calls throughout the project’s lifecycle. Track participation/Call reports. 13. Understands implementation requirements in order to review required documentation and account information for accuracy and completion. 14. Works collaboratively with business partners to ensure flawless service and product implementation on new or existing client requests. We have some duplication (items 7 and 9 similar). We'll keep as is. Now Requirements: Minimum Knowledge, Skills And Abilities Required block: "Minimum Knowledge, Skills And Abilities Required Bachelor's Degree or equivalent work experience.1 to 3 years banking experience preferred including Commercial Bank experience (including, but not limited to the following): commercial account structure, Treasury Management products and services.1 to 3 years demonstrated client service experience preferred (phone and face to face).Excellent written and verbal communication skills (business style).Ability to effectively communicate with all levels of the organizationStrong interpersonal and relationship building skills.Ability to filter and analyze information/process to facilitate decision making and enhance client relationship.Ability to cope with complex, uncertain, (ambiguous) high pressure situations and adapts to new and different circumstances.Ability to problem solve and prioritize multiple tasks with strong attention to detail.Ability to collaborate and influence a positive outcome.Strong organizational skills and ability to leverage internal systems for problem resolutionExtensive experience with Microsoft office products, such as OneNote, Word, Excel,PowerPoint and Outlook." We need to split into list items. The text has no spaces after periods sometimes. We'll parse. Let's insert spaces: - Bachelor's Degree or equivalent work experience. - 1 to 3 years banking experience preferred including Commercial Bank experience (including, but not limited to the following): commercial account structure, Treasury Management products and services. - 1 to 3 years demonstrated client service experience preferred (phone and face to face). - Excellent written and verbal communication skills (business style). - Ability to effectively communicate with all levels of the organization - Strong interpersonal and relationship building skills. - Ability to filter and analyze information/process to facilitate decision making and enhance client relationship. - Ability to cope with complex, uncertain, (ambiguous) high pressure situations and adapts to new and different circumstances. - Ability to problem solve and prioritize multiple tasks with strong attention to detail. - Ability to collaborate and influence a positive outcome. - Strong organizational skills and ability to leverage internal systems for problem resolution - Extensive experience with Microsoft office products, such as OneNote, Word, Excel, PowerPoint and Outlook. We'll make each a
    • . Now Benefits: The paragraph after pay range: "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