Trust Specialist

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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
iPartner with a Trust Officer to service his/her clients
iFrequent direct communication with clients
iSupport the Trust Officer to administer multigenerational trusts, often with discretionary income and principal payments distributed among multiple family members, while managing financial risk
iPartner 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
iPartner with the Trust Officer to resolve client issues
iEnsure a smooth transition as the client moves among service models
Account Administration
iAssist with the completion of annual administrative account reviews
iProvide necessary maintenance/interface for trust accounting system
iReview and ensure the quality of the daily account activity in the IA Workflow System
iEnsure 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
iWork closely with the Trust Officer and Trust Tax Accountants to ensure proper tax reporting
iWork with IASC to open and close accounts; process additions to and distributions from accounts
iFrequent interaction with various operations teams within the Bank
Sales
iPartner with the Trust Officer on client sales calls
iPrepare marketing proposals and materials
iParticipate in the Life360 Process to identify and provide appropriate products, services, and cross-selling opportunities
iDemonstrate client contact and relationship management skills
iUtilize and ensure prospect/client information is appropriately entered, updated, and managed in the CRM tracking system
ther
iDemonstrate a sense of urgency for client service and completion of projects/tasks
iDemonstrate sound decision-making skills, including balancing business risk to Fifth Third Bank with client interests
iWork with multiple managers and balance competing priorities
iChampion the Bancorp Vision and Core Values through personal actions
iRecommend enhancements to policies and procedures
iDevelop 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.