What are the responsibilities and job description for the Senior Trust Advisor position at Fifth Third Bank?
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GENERAL FUNCTION :
- Serve as Trust Advisor for clients with more than $5MM in investable assets
- Work with Private Bank Team to identify fiduciary opportunities and solutions
- Work with Private Bank Team to implement fiduciary strategies
- Serve as a Trusted Advisor by developing close, personal relationships with the clients and their families, anticipating clients' wealth planning and Private Bank service needs and coordinating external and internal advisors to accomplish
- Actively participate with the Private Bank team to develop, interpret, communicate an facilitate complex estate planning matters as part of the advice-based solutions presented to clients
- Advise 50- 75 households comprised of approximately 250- 300 accounts
ESSENTIAL DUTIES AND RESPONSIBILITIES :
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.
MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED
Senior Trust Advisor
LOCATION Louisville, Kentucky 40202
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.
