Location: Cincinnati,OH, USA
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GENERAL FUNCTION:
+ Partner with the Senior Trust Officers and Trust Officers in every aspect of servicing their client base to ensure greater client satisfaction, client retention and growth, and compliance with all policies and procedures governingfiduciaryrelationships.Primary responsibility for the fiduciary team's interface with the trust accounting system, the IA Workflow System, the Unique Assets Team and all trust operations functions
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 thatactions 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.
DUTIES AND RESPONSIBILITIES:
+ Client Service
Partner with a Trust Officer to service his/her clients
Frequent direct communication with clients
Support the Trust Officer to administer multigenerational trusts, often with discretionary income and principal payments distributed among multiple family members, while managing financial risk
Partner with the Trust Officer to retain client base by working with the client service team and partnering with internal and external service providers to optimize effectiveness and efficiency in achieving the highest client service standards
Partner with the Trust Officer to resolve client issues
Ensure a smooth transition as the client moves among service models
+ Account Administration
Assist with the completion of annual administrative account reviews
Provide necessary maintenance/interface for trust accounting system
Review and ensure the quality of the daily account activity in the IA Workflow System
Ensure compliance and proper documentation requirements are met, consistent with internal fiduciary policies and procedures regarding business acceptance, discretionary actions, and all other bank policies, procedures and guidelines
Work closely with the Trust Officer and Trust Tax Accountants to ensure proper tax reporting
Work with IASC to open and close accounts; process additions to and distributions from accounts
Frequent interaction with various operations teams within the Bank
+ Sales
Partner with the Trust Officer on client sales calls
Prepare marketing proposals and materials
Participate in the Life360 Process to identify and provide appropriate products, services, and cross-selling opportunities
Demonstrate client contact and relationship management skills
Utilize and ensure prospect/client information is appropriately entered, updated, and managed in the CRM tracking system
+ ther
Demonstrate a sense of urgency for client service and completion of projects/tasks
Demonstrate sound decision-making skills, including balancing business risk to Fifth Third Bank with client interests
Work with multiple managers and balance competing priorities
Champion the Bancorp Vision and Core Values through personal actions
Recommend enhancements to policies and procedures
Develop a working knowledge of current trends and changes in the industry with regard to fiduciary matters (e.g. estate planning, probate, estate, gift and income tax planning, guardianships, special needs trusts, state-specific law)
+ Supervisory Responsibilities: None
KNOWLEDGE & SKILLS REQUIRED:
+ Bachelor's degree preferred; professional designations (e.g. CTFA, CFP, CPA) preferred
+ Demonstrated fiduciary sales/client service experience and success preferred
+ Demonstrate basic knowledge and skills in the areas of trust administration, estate planning strategies and income, gift and estate tax matters
+ Demonstrate a basic understanding of financial markets and investment theory
+ perate effectively in an environment that stresses both individual accountability and team-based performance
+ Exhibit strong interpersonal communication skills
+ Demonstrate interpersonal negotiation, verbal and written communication and presentation skills
+ Use effective problem solving and strong analytical skills
+ Exhibit professional presence
+ Desire a fast-paced team environment, working with experienced professionals from multiple disciplines to deliver high quality client service
+ Strong computer/technical skills required: Ability to use all Microsoft Office software including: Word, Excel, PowerPoint, Outlook and Access
WORKING CONDITIONS:
+ Normal office environment with little exposure to dust, noise, temperature and the like.
+ Extended viewing of CRT screen.
Trust Specialist
LOCATION -- Cincinnati, Ohio 45202
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.