Jobs · Finance · North Carolina

Trust Officer II, Private Bank Center

Fifth Third Bank · Raleigh, NC · Today
FinanceFull-time

About the role

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

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