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GENERAL FUNCTION:
Performs a wide range of administrative and fiduciary duties of a highly responsible and complex nature for a centralized group of Trust, Account and Investment officers, including Senior Managers and Team Leads.
Partners with all individuals of the group in every aspect of servicing their client base to ensure greater client satisfaction, client retention and growth, and compliance with all policies and procedures governing fiduciary and non-fiduciary relationships.
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.
DUTIES AND RESPONSIBILITIES:
Client Service
o Monitor and service, or direct, all incoming client calls received on our PCS/PBC 800 number Monitor and service PCS/PBC e-mail boxes to deliver superior service PCS/PBC to clients, and business partners.
o Frequent direct communication with team members, internal and external business partners and clients via letters, phone, e-mail, or personal interaction.
o Support the Trust Officer to administer multigenerational trusts, often with discretionary income and principal payments distributed among multiple family members, while managing financial risk
o Partner with the Trust, Account and Investment 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
o Partner with the Trust and Account Officer to resolve client issues
o Ensure a smooth transition as the client moves among service models
o Prepare and distribute various monthly reports
Account Administration
o Assist with the completion of annual administrative account reviews
o Provide necessary maintenance/interface for trust systems
o Review and ensure the quality of the daily account activity in the IA Workflow System
o 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
o Work closely with the Trust and Account Officer and Trust Tax Accountants to ensure proper tax reporting.
o Work with proper operations group to open and close accounts; process additions to and distributions from accounts.
o Frequent interaction with various operations teams within the Bank
Sales/Sales Support
Partner with the Trust, Account, Investment Officer on client sales calls
o Prepare marketing proposals and materials
o Demonstrate client contact and relationship management skills
o Utilize and ensure prospect/client information is appropriately entered, updated, and managed in the CRM tracking system
o Demonstrate a sense of urgency for client service and completion of projects/tasks
o Demonstrate sound decision-making skills, including balancing business risk to Fifth Third Bank with client interests
o Work with multiple managers and balance competing priorities
o Champion the Bancorp Vision and Core Values through personal actions
o Recommend enhancements to policies and procedures
o 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 or related experience required.
Minimum 2 years' experience in sales and client service
• Demonstrated ability to learn financial and investment concepts to apply in daily work; ability to quickly learn and apply 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 investments
• Operate effectively in an environment that stresses both individual accountability and team-based performance
• Exhibit strong interpersonal communication skills, verbal and written communication and presentation skills
• Use effective problem solving and 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.
Account Officer Specialist
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.
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 -- Cincinnati, Ohio 45202
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.