at Fifth Third Bank, N.A. in Rosemont, Illinois, United States Job Description Cincinnati, OH Raleigh, NC Oak Brook, IL Winston Salem, NC Farmington Hills, MI West Palm Beach, FL Rosemont, IL Wilmington, DE Full time R71541 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 Trust Officer II ( PBC ) is a member of the Private Bank Center ( PBC ) and is responsible for the administration of a variety of more complex personal trust accounts requiring execution of the bank's fiduciary responsibilities for trust accounts and administering agency, IRA , and custody accounts, with book revenue exceeding approximately $1.5 million. Work with private bank clients' in executing estate plans, which may include the use of multiple accounts, multiple beneficiaries, insurance, and the use of tax deferral techniques. The strategic focus of the

PCS TO II

is the execution of the terms of any document in which Fifth Third Bank serves as trustee, executor, and agent for a fiduciary.

Target size of book:

150 - 300 accounts, depending on account type concentration (e.g., complex personal trust accounts versus agency accounts, IRAs, custody accounts). 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 & RESPONSIBILITIES

:

• Coordinates fiduciary services for a portfolio of Personal Trust accounts, consisting of mostly of trusts, but also some agency, IRA , and custody accounts.
• For irrevocable trusts, reviews, supports, and approves or declines discretionary action requests, including distributions in accordance with the underlying trust documents and according to Bank Policy
• Administers multigenerational trusts, often with discretionary income and principal payments distributed among multiple family members while managing financial and compliance risks
• Executes the terms of estate plans or documents for which Fifth Third Private Bank serves as Trustee, Executor, Personal Representative, Guardian or Agent, often exerc To view full details and how to apply, please login or create a Job Seeker account