Vacancy Description
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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...
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...
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