Senior Level Account Officer Jobs
Senior level account officer jobs place experienced professionals in charge of portfolio strategy, client retention outcomes, and the cross-functional teams or initiatives that deliver results. Roles are concentrated in Healthcare & Medical Services, Education, and Banking & Financial Services, with a mix of on-site, hybrid, and remote opportunities, and employers like Jobot, Rocket Mortgage, and City National Bank of Florida hiring at this level now.
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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.
GENERAL FUNCTION:
Responsible for profitable business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM and generally less than $500MM within a specific geographic area. Ability to develop trusted advisory relationships with the Senior Executives ( e.g. CEO, CFO, COO) of the Company. Capable to lead and coordinate with One Bank Partners to create and implement a relationship strategy for very large, complex assigned clients and prospects. This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs. This role is expected to solicit participation in public debt issuance for clients. Some incumbents may specialize in a specific industry such as Health Care. This role is expected to activity participate in community activities.
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.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
- Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources
- Effective grow long term profitable "lead left" relationships
- Work closely with assigned Fifth Third internal partners to deepen existing relationships and acquire new high value prospective relationships.
- Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
Portfolio Management
- Work with One Bank partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
- Responsible for planning and conducting relationship strategy review meetings with internal Fifth Third Business Partners and Client's trusted advisors (e.g. attorney, accountants)
- Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.
Client Experience
- Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met
- Lead and coordinate all client facing activities, including credit support, treasury management, and capital markets
- Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management. Reinforce use of CRM for assigned Fifth Third partners for monitoring pre-call and post-call activities
- Utilize consultative sells skills, commercial playbook principals and call reporting plans to enhance the client experience
Credit Excellence
- Analyze the financial information provided to determine the questions to ask to decide on the credit request that should be pursued
- Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans).
- Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly.
SUPERVISORY RESPONSIBILITIES:
No formal supervisory responsibilities. Expected to provide guidance to Commercial RM I & II
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- Bachelor's or Master's in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
- Minimum of 10 years Commercial Banking experience.
- 9 years of relationship account management experience preferred.
- Formalized commercial credit training or equivalent credit experience required.
- Underwriting experience preferred.
- Proven track record of partnership with investment bankers to provide strategic and capital market advice.
- Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
- Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options.
- Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
- Exhibits strong presentation skills in both large and small group settings. Proven ability to communicate with impact. U
- Understands the audience and adjust communication as is appropriate level of detail for the audience; captures and holds the audience's attention.
- Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desired outcomes.
- Proven track record of exploring options for a prospective client or existing buyer/COI's prior to advocating for a solution.
- Influences client decision regarding strategy and product solutions-Engages in joint business planning with internal partners and buyers.
- Determines task and resources and project requirements by breaking them down into task and defining roles and responsibilities.
- Scans the internal and external environment to identify the relationships that should be initiated or improved to achieve business goals and fulfill clients needs.
- Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations.
- Proven ability to work in a team-based sales environment.
- Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
- Regional /local travel
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.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION - Chicago, Illinois 60606Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
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.
GENERAL FUNCTION:
Responsible for profitable business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM and generally less than $500MM within a specific geographic area. Ability to develop trusted advisory relationships with the Senior Executives ( e.g. CEO, CFO, COO) of the Company. Capable to lead and coordinate with One Bank Partners to create and implement a relationship strategy for very large, complex assigned clients and prospects. This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs. This role is expected to solicit participation in public debt issuance for clients. Some incumbents may specialize in a specific industry such as Health Care. This role is expected to activity participate in community activities.
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.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
- Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources
- Effective grow long term profitable "lead left" relationships
- Work closely with assigned Fifth Third internal partners to deepen existing relationships and acquire new high value prospective relationships.
- Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
Portfolio Management
- Work with One Bank partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
- Responsible for planning and conducting relationship strategy review meetings with internal Fifth Third Business Partners and Client's trusted advisors (e.g. attorney, accountants)
- Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.
Client Experience
- Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met
- Lead and coordinate all client facing activities, including credit support, treasury management, and capital markets
- Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management. Reinforce use of CRM for assigned Fifth Third partners for monitoring pre-call and post-call activities
- Utilize consultative sells skills, commercial playbook principals and call reporting plans to enhance the client experience
Credit Excellence
- Analyze the financial information provided to determine the questions to ask to decide on the credit request that should be pursued
- Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans).
- Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly.
SUPERVISORY RESPONSIBILITIES:
No formal supervisory responsibilities. Expected to provide guidance to Commercial RM I & II
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- Bachelor's or Master's in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
- Minimum of 10 years Commercial Banking experience.
- 9 years of relationship account management experience preferred.
- Formalized commercial credit training or equivalent credit experience required.
- Underwriting experience preferred.
- Proven track record of partnership with investment bankers to provide strategic and capital market advice.
- Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
- Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options.
- Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
- Exhibits strong presentation skills in both large and small group settings. Proven ability to communicate with impact. U
- Understands the audience and adjust communication as is appropriate level of detail for the audience; captures and holds the audience's attention.
- Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desired outcomes.
- Proven track record of exploring options for a prospective client or existing buyer/COI's prior to advocating for a solution.
- Influences client decision regarding strategy and product solutions-Engages in joint business planning with internal partners and buyers.
- Determines task and resources and project requirements by breaking them down into task and defining roles and responsibilities.
- Scans the internal and external environment to identify the relationships that should be initiated or improved to achieve business goals and fulfill clients needs.
- Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations.
- Proven ability to work in a team-based sales environment.
- Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
- Regional /local travel
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.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION - Chicago, Illinois 60606Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
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Find JobsSenior Level Account Officer Job Market
Who's Hiring
Top Industries Hiring
- Healthcare & Medical Services25
- Education20
- Banking & Financial Services19
- Technology & Software9
- Insurance8
Senior Level Account Officer Jobs: Frequently Asked Questions
How do I get a senior level account officer job?
Employers hiring at the senior level look for candidates who have owned complex account portfolios end to end, not just supported them. Demonstrating that you have led renewals, expanded revenue within existing accounts, and guided junior staff gives you a clear edge. Tailoring your application to show measurable outcomes, such as retention rates or portfolio growth, matters more than credentials alone at this stage.
Which companies hire senior level account officers?
Companies hiring senior level account officers right now include Jobot, Rocket Mortgage, and City National Bank of Florida, based on current listings on Migrate Mate as of November 2026. Hiring at this level tends to concentrate in larger enterprises and growth-stage firms that need experienced professionals to manage high-value client relationships and drive account strategy independently.
Are there remote senior level account officer jobs?
Yes, though availability varies by industry and employer. About 31% of senior level account officer openings are remote or hybrid as of November 2026, reflecting broad employer flexibility for experienced professionals who can manage accounts and stakeholder relationships without being on-site every day. Fully remote roles are more common in technology and financial services sectors.
What makes an account officer role senior level?
Senior level account officer roles are defined by ownership and scope rather than task execution. Professionals at this level set account strategy, manage relationships with high-value or complex clients, make decisions with limited oversight, and are expected to mentor or lead less experienced colleagues. The focus shifts from learning the role to shaping how it is performed across the team or business unit.
Which industries hire the most senior level account officers?
Senior level account officer roles concentrate in Healthcare & Medical Services, Education, and Banking & Financial Services, based on current listings on Migrate Mate as of November 2026. These sectors tend to drive hiring at this level because they rely heavily on long-term client relationships, recurring revenue, and account teams that require experienced leadership to sustain and grow.