Private Bank Acct Spec II – IM&T
| Company | Fifth Third Bank |
|---|---|
| Location | Cincinnati, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level |
Requirements
- Three or more years’ financial services experience, preferably with exposure to trust operations, private banking, or customer service.
- Four-year college degree preferred. A major in Accounting, Finance, or Economics desired.
- Experience with Microsoft office products, such as Word, Excel, PowerPoint and Outlook.
- Acquired understanding of company policies, procedures, and operations.
- Ability to multi-task and work well under pressure.
- Ability to work independently with limited supervision and direction.
- Excellent verbal and written communication skills.
- Demonstrated ability to build relationships and solve problems across functional areas.
- Effective customer relations skills.
Responsibilities
- Perform duties independently, consulting with other team members or supervisors on client issues of greater complexity.
- Form a strong understanding of the businesses’ products and processes, with a general understanding of fiduciary risk, responsibility, and law as it pertains to trust account funding, administration, closing, etc.
- Builds an understanding of the firm’s businesses and the related industry economics.
- Contribute to work flow or process change and redesign, focusing on better solutions and value add for an awesome client experience.
- Accountable for reporting or process administration as needed.
- Collaborate with internal lines of business to ensure client requests are processed quickly and accurately.
- Serve as a control point, ensuring all required documents are present and accurate while verifying that all required approvals are properly obtained. Perform independent client callbacks as required.
- Utilize and interpret IM&T Policy and Procedures to process all client requests.
- Responsible for account funding, transactional account activity, cost basis adjustments and IRS Transfer Statement requirements, court accountings, account closings, and other duties and special projects as assigned.
- Primary focus is on execution within defined parameters, with some expansion based on developing capabilities and / or experiences, in partnership with more experienced staff.
Preferred Qualifications
- Knowledge of fiduciary risk preferred.