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Trust Specialist

Location: Clearwater
Posted on: June 8, 2018

Job Description:

GENERAL FUNCTION:





.Partner with the Senior Trust Officers and Trust Officers in every aspect of servicing their client base to ensure greater client satisfaction, client retention and growth, and compliance with all policies and procedures governing fiduciaryrelationships.Primary responsibility for the fiduciary team''s interface with the trust accounting system, the IA Workflow System, the Unique Assets Team and all trust operations functions





DUTIES AND RESPONSIBILITIES:





.Client Service





∩‚ˇPartner with a Trust Officer to service his/her clients





∩‚ˇFrequent direct communication with clients





∩‚ˇSupport the Trust Officer to administer multigenerational trusts, often with discretionary income and principal payments distributed among multiple family members, while managing financial risk





∩‚ˇPartner with the Trust Officer to retain client base by working with the client service team and partnering with internal and external service providers to optimize effectiveness and efficiency in achieving the highest client service standards





∩‚ˇPartner with the Trust Officer to resolve client issues





∩‚ˇEnsure a smooth transition as the client moves among service models











.Account Administration





∩‚ˇAssist with the completion of annual administrative account reviews





∩‚ˇProvide necessary maintenance/interface for trust accounting system





∩‚ˇReview and ensure the quality of the daily account activity in the IA Workflow System





∩‚ˇEnsure compliance and proper documentation requirements are met, consistent with internal fiduciary policies and procedures regarding business acceptance, discretionary actions, and all other bank policies, procedures and guidelines





∩‚ˇWork closely with the Trust Officer and Trust Tax Accountants to ensure proper tax reporting





∩‚ˇWork with IASC to open and close accounts; process additions to and distributions from accounts





∩‚ˇFrequent interaction with various operations teams within the Bank











.Sales





∩‚ˇPartner with the Trust Officer on client sales calls





∩‚ˇPrepare marketing proposals and materials





∩‚ˇParticipate in the Life360 Process to identify and provide appropriate products, services, and cross-selling opportunities





∩‚ˇDemonstrate client contact and relationship management skills





∩‚ˇUtilize and ensure prospect/client information is appropriately entered, updated, and managed in the CRM tracking system











.Other





∩‚ˇDemonstrate a sense of urgency for client service and completion of projects/tasks





∩‚ˇDemonstrate sound decision-making skills, including balancing business risk to Fifth Third Bank with client interests





∩‚ˇWork with multiple managers and balance competing priorities





∩‚ˇChampion the Bancorp Vision and Core Values through personal actions





∩‚ˇRecommend enhancements to policies and procedures





∩‚ˇDevelop a working 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, guardianships, special needs trusts, state-specific law)











.Supervisory Responsibilities: None





Keywords: , Clearwater, Trust Specialist, PR / Public Relations, Clearwater, Florida

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