Wilmington, Delaware, United States · On-site
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 Advisor will provide f…
Skills: Fiduciary Expertise, Trust Administration, Estate Planning, Client Relationship Management, Risk Management
Madisonville, Kentucky, United States · On-site
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: Under minimal supervision, compl…
Skills: Cash Research, Account Reconciliation, Mortgage Banking, Quality Control, General Ledger Balancing
Duluth, Georgia, United States · On-site
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 Financial Center Manager wil…
Skills: Consultative Selling, Leadership, Credit Analysis, Financial Analysis, Coaching
Fort Lauderdale, Florida, United States · On-site
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 MD, Asset Based Lending role…
Skills: Asset Based Lending, Origination, Structuring, Credit Analysis, Relationship Management
West Union, Ohio, United States · On-site
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: Selected candidates are intended…
Skills: Consultative Sales, Financial Needs Assessment, Relationship Building, Cross-selling, Risk Management
Duluth, Georgia, United States · On-site
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: Selected candidates are intended…
Skills: Consultative Sales, Financial Needs Assessment, Cross-selling, Customer Relationship Management, Risk Management
Charlotte, North Carolina, United States · On-site
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: Selected candidates are intended…
Skills: Consultative Sales, Financial Needs Assessment, Cross-selling, Customer Relationship Management, Risk Management
Cincinnati, Ohio, United States · On-site
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: Performs entry level duties rela…
Skills: Data Entry, Document Filing, Tax Form Processing, Customer Service, IRS Reporting
Farmington Hills, Michigan, United States · On-site
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: Second level of escalated suppor…
Skills: Complaint Resolution, Risk Identification, Customer Service, Analytical Skills, Verbal Communication
Atlanta, Georgia, United States · On-site
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: Selected candidates are intended…
Skills: Consultative Sales, Financial Needs Assessment, Cross-selling, Customer Relationship Management, Risk Management
Madisonville, Kentucky, United States · On-site
About Dividend At Dividend, we question convention, reward creativity, and always welcome new ideas. We are hungry to win, happy to help, and determined to succeed. Every day, we get to see the impact we've had on our cu…
Skills: Skip Tracing, Collections, Customer Service, Microsoft Suite, Salesforce
Marietta, Georgia, United States · On-site
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: Selected candidates are intended…
Skills: Consultative Sales, Relationship Building, Financial Needs Assessment, Cross-selling, Risk Management
Duluth, Georgia, United States · On-site
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: Selected candidates are intended…
Skills: Consultative Sales, Relationship Building, Financial Needs Assessment, Cross-selling, Risk Management
Madison, Alabama, United States · On-site
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: Selected candidates are intended…
Skills: Consultative Sales, Financial Needs Assessment, Cross-selling, Customer Relationship Management, Risk Management
Arizona, United States · Remote OK
$54k–$112k/yr
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: Under minimal supervision respon…
Skills: Investor Reporting, Account Reconciliation, Cash Movement, General Ledger, MSP
Greenville, South Carolina, United States · On-site
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: Accountable for overall producti…
Skills: Investment Strategies, Financial Planning, Coaching, Team Leadership, Securities Sales
Franklin, Ohio, United States · On-site
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: Selected candidates are intended…
Skills: Consultative Sales, Financial Needs Assessment, Customer Relationship Management, Cross-selling, Risk Management
Upper Arlington, Ohio, United States · On-site
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: Selected candidates are intended…
Skills: Consultative Sales, Financial Needs Assessment, Cross-selling, Customer Relationship Management, Risk Management
Madisonville, Kentucky, United States · On-site
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. This will be a dedicated skip tracing role, where …
Skills: Skip Tracing, Collections, Customer Service, Microsoft Suite, Salesforce
Cincinnati, Ohio, United States · On-site
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. Lead Business Data Analysts are responsible for ow…
Skills: Data Analysis, Data Quality, Data Governance, Root Cause Analysis, Stakeholder Management
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Trust Advisor provides fiduciary expertise and manages personal trusts while ensuring compliance with legal and regulatory requirements. They partner with the Advisor Solutions team to deepen client relationships and implement trust optimization strategies.
Requires a bachelor's degree in Finance, Accounting, Law, or a related field and at least 7 years of experience in trust and estate administration. Professional certifications like CTFA or CFP are preferred.
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.
The Trust Advisor will provide fiduciary expertise and deliver high-quality fiduciary solutions to clients. This role involves managing personal trusts, ensuring compliance with legal and regulatory requirements, while identifying new and fostering strong existing fiduciary client relationships. The Trust Advisor partners closely with the Advisor Solutions team to support regional growth strategies and deepen client relationships by providing fiduciary advice that aligns with the client’s financial goals and objectives.
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.
Develop subject matter expertise in fiduciary related areas
Serve as a Trusted Advisor by developing close, personal relationships with clients and their families, integrating technical fiduciary components with each client’s unique personal situation and values.
Anticipate clients Advisor Solutions service offering needs and coordinate with Advisor Solutions and One Bank partners along with external advisors.
Actively participate with the Advisor Solutions team by providing support related to expanding and deepening existing relationships.
Actively participate with the Advisor Solutions team to support new trust business; participate in client presentations, as requested, and serve as subject matter expert concerning fiduciary strategies.
Understand existing client relationships and create trust optimization strategies to expand and deepen relationships, such as regular estate plan reviews, client meetings, and best practice advice.
Oversee the administration of trust accounts, ensuring compliance with trust documents, legal requirements, and company policies.
Responsible for the review and interpretation of estate planning documents, timely and accurate administration of trust income and principal.
Possess strong technical understanding of complex fiduciary documents and strategies.
Coordinate appropriate Advisor Solutions resources, as needed-- including the tax liaison team, operational support, in house legal counsel and leadership, to ensure proper fiduciary responsibility is maintained.
Manage the due diligence process on all new fiduciary appointments, including reviewing all critical documents to ensure a complete understanding of client needs and the bank’s ability to meet those needs.
Play a key role in overall client satisfaction and retention.
Identify at-risk clients and proactively work to resolve all client issues to drive retention.
Maintain accurate and up-to-date records of all trust activities.
Bachelor’s degree in Finance, Accounting, Law, or a related field. Advanced degree or professional certification (e.g., CTFA, CFP) preferred.
Minimum 7 years of experience in trust and estate administration, with a proven track record of managing trusts.
Strong knowledge of trust and estate laws and regulations as well as industry standards and practices.
Demonstrated ability to advise and deliver on fiduciary strategies.
Demonstrated proficiency in exercising fiduciary judgement and discretion.
Excellent interpersonal and communication skills to deliver a best-in-class client experience.
Ability to work in a team orientated/matrix environment.
Ability to manage multiple priorities and meet deadlines.
Proficiency in and Microsoft Office Suite.
High ethical standards and a commitment to fiduciary responsibility.
Exhibits a sense of urgency and continuous improvement mindset.
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
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 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION -- Wilmington, Delaware 19805Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
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.
At Fifth Third Bank, everything we do is rooted in our purpose: to improve the lives of our customers and the well-being of our communities. Since our founding in 1858, we’ve been committed to creating a better financial experience by empowering our customers and clients to achieve what matters most. Our unified strength is grounded in the individual passion and diversity of more than 20,000 employees who work collaboratively to deliver a better tomorrow to everyone we serve. We offer a strong culture, opportunities for growth 401k match, wellness options, comprehensive insurance plans and additional resources you need to build a lasting and rewarding career path here. Headquartered in Cincinnati, Ohio, we are among the largest money managers in the Midwest. We operate four main businesses—Commercial Banking, Branch Banking, Consumer Lending, and Wealth & Asset Management—and a network of financial centers in Ohio, Kentucky, Indiana, Michigan, Illinois, Florida, Tennessee, West Virginia, Georgia, North Carolina and South Carolina. Consumers also have access to approximately 54,000 Fifth Third fee-free ATMs across the United States. Fifth Third Bancorp is a diversified financial services company and is the indirect parent company of Fifth Third Bank, National Association, a federally chartered institution. Explore Fifth Third career opportunities at: https://www.53.com/content/fifth-third/en/careers.html Fifth Third Bank, N.A., Member FDIC. Fifth Third Bank is proud to be an affirmative action/equal opportunity employer. M/F/D/V
Offices: 38 Fountain Square Plaza, Cincinnati, Ohio 45202, US
At Fifth Third Bank, everything we do is rooted in our purpose: to improve the lives of our customers and the well-being of our communities. Since our founding in 1858, we’ve been committed to creating a better financial experience by empowering our customers and clients to achieve what matters most. Our unified strength is grounded in the individual passion and diversity of more than 20,000 employees who work collaboratively to deliver a better tomorrow to everyone we serve. We offer a strong culture, opportunities for growth 401k match, wellness options, comprehensive insurance plans and additional resources you need to build a lasting and rewarding career path here. Headquartered in Cincinnati, Ohio, we are among the largest money managers in the Midwest. We operate four main businesses—Commercial Banking, Branch Banking, Consumer Lending, and Wealth & Asset Management—and a network of financial centers in Ohio, Kentucky, Indiana, Michigan, Illinois, Florida, Tennessee, West Virginia, Georgia, North Carolina and South Carolina. Consumers also have access to approximately 54,000 Fifth Third fee-free ATMs across the United States. Fifth Third Bancorp is a diversified financial services company and is the indirect parent company of Fifth Third Bank, National Association, a federally chartered institution. Explore Fifth Third career opportunities at: https://www.53.com/content/fifth-third/en/careers.html Fifth Third Bank, N.A., Member FDIC. Fifth Third Bank is proud to be an affirmative action/equal opportunity employer. M/F/D/V
Offices: 38 Fountain Square Plaza, Cincinnati, Ohio 45202, US
