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  • 38 Fountain Square Plaza
    CINCINNATI, OH 45202

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Private Bank Acct Spec II - IM&T

Fifth Third Bank • CINCINNATI, OH

Posted 15 days ago

Job Snapshot

Full-Time
Banking - Financial Services
Retail, Management, Banking, Other

Job Description

Fifth Third Bank is one of the top-performing banks in the country, with a heritage that spans more than 150 years. As The curious bank, we've staked our claim on looking at things differently, at being better listeners and at showing more commitment. This applies to our relationships with customers and employees alike.

We employ about 19,000 people, and what we offer is:
# A chance for employees to build their future, with supportive career development and financial wellness programs.
# An environment where we win together. We celebrate achievement and work collaboratively. We're also a two-time Gallup Great Workplace honoree.
# An invitation to impact lives in a positive and lasting way. Everything we do is geared toward improving lives. That's fun and exciting.

It comes down to the fact that Fifth Third is a warm and caring place to with which to grow # as a customer or as a team member.

The Wealth and Asset Management division puts more than 100 years of experience to work to help individual, business, and institutional clients build and manage their wealth. Better ideas # and better solutions # begin with better listening. Listening to our clients is at the heart of our strategy to help our clients achieve their financial goals.

GENERAL FUNCTION: This role is responsible for the facilitating, corrdinating and executing the operational activities relating to the Private Banking high net worth Client / IM&T business. An intermediate professional responsible forfollowingestablished guidelines and identifying and resolving problems.

ESSENTIAL DUTIES AND RESPONSIBILITIES:
. Individual at this level is expected to work independently and consult with other team members of supervisors on client issues of greater complexity.
. Contribute to work flow or process change and redesign, and to form a strong basic understanding of the specific product or process with a general understanding of Fiduciary Risk, Responsibility, and Law as it pertains to Trust Accountsetup,maintenance, administration etc
. Accountable for reporting or process administration as needed
. Roles at this level are typically for those exhibiting strong basic executional capabilities and who are beginning to take on more responsibility. However, there is not significant independence of action at this level.
. Collaborate with internal LOB's to ensure client information is complete during the acceptance and maintenance processes including client communication when necessary
. Depending on assignment, could serve as a control point by ensuring all required documents are present and accurate while verifying that all required approvals are properly obtained.
. Responsible and accountable for risk by openly exchanging ideas, opinions, and elevating concerns while utilizing and interpreting IM&T Policy and Procedures to process all client requests
. Depending on assignment, responsible for completing a pre-opening account risk review, ongoing account maintenance, account change requests, account funding, transactional account activity, cost basis adjustments and IRS TransferStatementrequirements, court accountings, account closings, and other special projects.
. Specialist with a knowledge base in IRA and ERISA plans, may participate in the DOL Fiduciary Rule review process. The main responsibility is to ensure that all IRA rollover money received has had the Best Interest Client Recommendationcompletedprior to opening or adding assets to IM&T.
. Primary focus is on execution within defined parameters, with some expansion based on developing capabilities and or experiences, in partnership with more experienced staff.
. Depending on job assignment, takes on more complex coding and account types
. Depending on job assignment, additional knowledge on the Trust side
. Other duties as assigned

SUPERVISORY RESPONSIBILITIES: None

Job Requirements

Minimum Knowledge and Skills Required:
. Typically 3 years or similar experience.
. Associate's Degree Preferred
. Proficient in Microsoft Office products.
. Acquired understanding of company policies, procedures, and operations.
. Effective customer relations both internal and external

Fifth Third Bank 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.
Job ID: 51188658
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