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Client Documentation & Onboarding Manager

Make banking a Fifth Third better®

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Responsible for leading a client documentation and, onboarding team for Commercial clients that ensures clients have the necessary valid documentation and information on file to receive related products and services. Participates, and sometimes leads, in the review and negotiation of complex agreements, and language in documentation required to allow client's engagement in products and services. This role must anticipate situations to ensure a consistent and appropriate client experience, from account opening through implementation as well as ongoing profile review and maintenance.

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.


+ Manage client onboarding & documentation team daily functions, including overseeing all Commercial Deposit Account client onboarding and account closures to ensure compliance with regulations and internal policies.

+ Work with Business Controls teams, product managers, Line of Business, Compliance and related groups to develop, design and implement effective solutions for capturing client documents and information with a focus on client experience.

+ Work with Business Controls, Legal, Compliance and related groups to determine risk tolerance concerns in client documentation, and advise LOB partners on associated risk and related limitations and best practices.

+ Ensure client satisfaction as an extension of the Line of Business through partnership with internal groups and by providing timely, clear and effective responses to requests.

+ Lead discussions with Compliance, Legal and other internal groups to review bank protections included in client agreements and identify any gaps or risk that may exist due to negotiated terms.

+ Ensure client data and client documents are accurate and have been saved in bank approved IT system(s) in compliance with regulatory and recordkeeping requirements.

+ Establish and monitor KRIs/KPIs and associated SLAs to minimize risk to bank and provide superior client service to both internal and external clients.

+ Perform root cause analysis and create corrective action plans related to KRIs/KPIs and other risks or issues that are identified related to client onboarding and/or client documentation.

+ Oversee the implementation of corrective action plans and monitors the plan's impacts on KRIs and KPIs.

+ Develop and maintain a detailed knowledge of applicable regulatory requirements and best practices, and be able to communicate this knowledge to clients and internal groups including Legal, Compliance, Risk, Business Controls, Operations and Line of Business partners.

+ Implement necessary processes and procedures to address future regulations that become applicable to Commercial products.

+ Oversee completion of internal reporting needs, and creation of reports for internal groups, including but not limited to Risk, Compliance, Legal, Line of Business, Credit, Operations and Audit.

+ Ensure maintenance of client on-boarding & documentation group policies and procedures.

+ Lead projects to improve the efficiency and effectiveness of on-boarding & documentation processes to enhance the bank's commercial businesses with little to no supervision.

+ Perform any other duties assigned.


Lead members of the Client Onboarding & Documentation team to ensure they are meeting the expectations of their roles. Provide team members timely, candid and constructive performance feedback through regularly scheduled meetings and formal reviews. Ensure team is appropriately staffed with employees that allow the group to provide effective service to internal and external clients. Work with team members to establish and update goals. Challenge team members to enhance their skills, develop experience and work towards advancing their careers within the team and the bank. Serve as escalation contact for issues that arise within the team and be able to provide guidance and answers to team members' issues or questions.


+ 8+ years commercial banking product, compliance, risk, legal or paralegal experience preferred.

+ 4+ years of managing a team within a financial institution preferred.

+ Requires B.A., Post Graduate Degree (JD or MBA) preferred or equivalent work experience.

+ Exceptional written and oral communication skills required.

+ High analytical ability to read compliance regulations, and interpret compliant business practices.

+ Must be a self-starter, with exceptional organizational skills that complement the ability to work independently at a fast pace to meet deadlines.

+ Must have advanced level understanding of Microsoft Office programs; experience with commercial banking platforms a plus.

Client Documentation & Onboarding Manager

LOCATION -- Cincinnati, Ohio 45227

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.

Introduce yourself to our team to stay connected on future opportunities. We look forward to finding the right place for you. Are you ready to take the next step?

Fifth Third Bank, National Association is one of the top-performing banks in the country, with a history that spans more than 150 years. We’ve staked our claim on looking at things differently to make banking a Fifth Third better. This applies to our relationships with customers and employees alike.We employ about 18,000 people while offering:• A chance for employees to build their future, with supportive career development and comprehensive health and financial wellness programs.• An environment where we win together by celebrating achievements and working collaboratively.• An opportunity to make a difference in a positive and lasting way. Everything we do is geared toward improving lives.We’re proud that Fifth Third is a warm and caring place to grow – as a customer and as a team member.