OPT Client Advisor Jobs
Client Advisor roles qualify for OPT when the position requires a degree in business, finance, communications, or a related field. Most employers in financial services, wealth management, and luxury retail sponsor H-1B visa after OPT, making this a viable long-term path. Your 12-month OPT window (or 24-month STEM extension if eligible) gives you time to demonstrate value and convert.
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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.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Client Service:
- 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 and account information for accuracy and completion.
- Works collaboratively with business partners to ensure flawless service and product implementation on new or existing client requests.
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 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.
WORKING CONDITIONS:
Normal office environment with little exposure to dust, noise, temperature and the like.
Extended viewing of a CRT screen.
Some travel required.
COMPENSATION
- Total Base Pay Range: 54,400.00 - 111,500.00 USD Annual
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 or by consulting with your talent acquisition partner.
LOCATION - Detroit, Michigan 48226
Attention 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: 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.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Client Service:
- 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 and account information for accuracy and completion.
- Works collaboratively with business partners to ensure flawless service and product implementation on new or existing client requests.
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 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.
WORKING CONDITIONS:
Normal office environment with little exposure to dust, noise, temperature and the like.
Extended viewing of a CRT screen.
Some travel required.
COMPENSATION
- Total Base Pay Range: 54,400.00 - 111,500.00 USD Annual
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 or by consulting with your talent acquisition partner.
LOCATION - Detroit, Michigan 48226
Attention 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.
See all 406+ OPT Client Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new OPT Client Advisor Jobs.
Get Access To All JobsTips for Finding OPT Sponsorship in Client Advisor
Target employers with H-1B sponsorship history
Financial services firms, private banks, and wealth management companies regularly sponsor H-1B visas for Client Advisors. Check USCIS disclosure data to confirm an employer has sponsored similar roles before applying. History of sponsorship is the strongest signal.
Frame your degree as a specialty occupation match
Client Advisor roles qualify for OPT and H-1B sponsorship when tied to a degree in finance, business administration, or communications. In your application, explicitly connect your coursework to the advisory responsibilities listed in the job description.
Apply early relative to your OPT start date
Most employers need several weeks to evaluate candidates and begin H-1B planning. Applying three to four months before your OPT authorization starts gives hiring managers enough runway to get internal approvals and legal counsel involved before your start date.
Clarify your timeline upfront with recruiters
Tell recruiters your OPT end date and STEM extension eligibility in the first conversation. Client Advisor hiring cycles can run six to eight weeks, and employers need to know whether they have time to sponsor before committing to the process.
Emphasize relationship management and bilingual skills
International students often bring language fluency and cross-cultural communication skills that are directly valuable in client-facing advisory roles. Highlighting these in your resume increases your perceived value and can offset employer hesitation about sponsorship costs.
Use your OPT period to build a client-facing track record
Documented results during OPT, such as client retention rates, portfolio growth, or satisfaction scores, give your employer concrete justification to sponsor your H-1B. Start tracking measurable outcomes from your first week on the job.
Client Advisor OPT: Frequently Asked Questions
Does a Client Advisor role qualify as a specialty occupation for OPT and H-1B purposes?
Yes, in most cases. A Client Advisor position qualifies when the employer requires a bachelor's degree or higher in a specific field such as finance, business, economics, or communications. Roles where any degree is accepted regardless of field are harder to support. Review the job description carefully. If it specifies a degree field, you're in a strong position.
Which industries hire Client Advisors who sponsor OPT and H-1B visas?
Private banking, wealth management, insurance, financial planning, and luxury retail are the most active sponsors for Client Advisor roles. Firms like large regional banks, brokerage houses, and high-end consumer brands have established immigration programs and prior H-1B filings for this job category. You can browse OPT-friendly Client Advisor openings directly on Migrate Mate.
Can I work as a Client Advisor under a STEM OPT extension?
Only if your undergraduate or graduate degree falls under an approved STEM Classification of Instructional Programs code. Business analytics, finance, economics, and some communications programs qualify. A general business administration or marketing degree often does not. Check your degree's CIP code with your Designated School Official before assuming STEM extension eligibility applies to your situation.
What should I do if a Client Advisor job listing does not mention visa sponsorship?
Absence of sponsorship language does not mean the employer won't sponsor. Many companies, especially in financial services, handle sponsorship case by case. Raise the question after you've established initial interest, ideally after a first-round interview. Frame it around your timeline rather than asking a yes-or-no sponsorship question upfront, which can end conversations prematurely.
How early should I start applying for Client Advisor roles before my OPT period ends?
Start applying at least three to four months before your OPT authorization expires. H-1B sponsorship decisions require internal approvals and legal review that take time, and the cap-subject H-1B lottery registration window opens only once per year in March. Missing that window could mean waiting another 12 months even if the employer wants to hire you.