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Commercial Client Onboarding Specialist
Fifth Third Bank. Responsible for being the primary liaison between the Bank and the customer while directing cross-functional resources dedicated to opening commercial DDA accounts.
Posted 5/23/2026full-timeCincinnati • Missouri, Ohio, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite
About the role
Key responsibilities & impact- Responsible for being the primary liaison between the Bank and the customer while directing cross-functional resources dedicated to opening commercial DDA accounts.
- The Commercial Client Onboarding Specialist communicates directly with clients and works as the liaison between the client and our internal teams for all matters relating to account/service on-boarding.
- Responsible for providing all commercial DDA clients with high-touch, value added support and ensuring all documentation requirements for Deposits and Treasury Management have been met.
- A successful Commercial Client Onboarding Specialist will have a strong customer-centric focus, provide high quality customer service, understand the client's needs, and sets clear expectations with our clients.
- Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience.
- Effectively prioritize work efforts to meet client deadlines using bank approved resources.
- Utilize internal systems to collect information, prepare and validate documentation, and accurately request commercial payment services.
- Maintain accurate and up-to-date records of all onboarding activities.
- Ensures client satisfaction through partnership with the Commercial Payments Sales Team by providing expedited timely responses to requests.
- Sets and manages client expectations through clear communication, precise & immediate follow-ups to internal & external clients; Drives problem resolution and escalates as necessary following the defined channels.
- Provides advice, guidance, and insight to support the relationship.
Requirements
What you’ll need- Bachelor's Degree or equivalent experience.
- 3-5 years banking experience required including Commercial Bank experience (including but not limited to the following): commercial account structure, Treasury Management products and services, commercial loans.
- Minimum 3 years demonstrated client service experience required. (phone and face to face)
- Demonstrated experience supporting multiple lines of business, verticals, and all segments of an organization.
- Excellent written and verbal communication skills.
- Ability to effectively communicate with all levels of the organization.
- Strong verbal and written communication skills.
- Strong interpersonal and relationship building skills.
- Ability to filter and analyze information to facilitate decision making and enhance client relationships.
- Ability to cope with complexity, uncertainty, high pressure situations and adapt to new and different circumstances.
- Ability to problem solve and prioritize multiple tasks with strong attention to detail.
- Ability to collaborate and positively influence outcomes.
- Demonstrated ability to work and solve escalated issues with minimal supervision.
- Strong organizational skills.
- Extensive experience with Microsoft office products, such as Access, Word, Excel, PowerPoint, and Outlook.
Benefits
Comp & perks- Comprehensive benefits
- differentiated compensation offerings to give each employee the opportunity to be their best every day
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
commercial DDA accountsTreasury Management productscommercial loansclient service experiencedocumentation preparationproblem resolutioninformation analysisdecision makingaccount structure
Soft Skills
customer-centric focushigh quality customer serviceclear communicationrelationship buildingadaptabilityproblem solvingprioritizationcollaborationorganizational skills
Certifications
Bachelor's Degree