PCS Trust Officer

Position: PCS Trust Officer I
** 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).
· Completes annual administrative account reviews and other compliance responsibilities for more complex accounts, including irrevocable trusts for which the Bank serves as trustee.
· Ensures proper documentation requirements are met to ensure compliance with Fifth Third Bank internal policies and procedures regarding client and asset acceptance and discretionary actions
· Interacts with sales force, in coordination with Portfolio Managers, to ensure a high quality client on-boarding experience into IM&T.
· Demonstrates sound decision-making skills, including balancing business risks to Fifth Third Bank with clients’ best interests.
· Continually develops and maintains 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, guardian ships, special needs trusts, state-specific law), including attending forums, conferences, and/or meetings addressing such matters.
· Bachelor's degree preferred or related experience required.
· 8+ years experience in financial services, including at least 3 years of trust (fiduciary) or IRA experience.
· Effective client relationship skills and experience.
· Demonstrates knowledge and skills in the areas of trust administration, estate planning strategies, and income, gift and estate tax matters.
· Comprehensive knowledge of fiduciary law and estate planning, or IRA regulations; and an understanding of Bank policies, procedures and operations.
· Demonstrates effective time management skills and the ability to multi-task and prioritize work.
· Exhibits strong interpersonal communication skills.
· Uses effective problem solving and analytical skills.

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  Careers page at:  or by consulting with your talent acquisition partner.
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