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Fifth Third Bank · 1 month ago

Senior Trust Advisor

Tampa, FL

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

Fifth Third Bank is seeking a Senior Trust Advisor who will provide expertise and fiduciary thought leadership in delivering high-quality fiduciary solutions to clients. The role involves managing personal trusts, ensuring compliance with legal and regulatory requirements, and fostering strong fiduciary client relationships while partnering with the Private Bank team to support regional growth strategies.

BankingCommercial LendingFinanceFinancial ExchangesFinancial ServicesLendingMedia and EntertainmentMortgage

Responsibilities

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’ Private Bank service offering needs and coordinate with Private Bank and One Bank partners along with external advisors

Actively participate with the Private Bank team by providing support related to expanding and deepening existing relationships

Actively participate with the Private Bank 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 complex 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 Private Bank 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

Qualification

TrustEstate administrationFiduciary strategiesLegal complianceCTFA certificationCFP certificationInterpersonal skillsMicrosoft Office SuiteEthical standardsTeamworkCommunication skills

Required

Bachelor's degree in Finance, Accounting, Law, or a related field

Minimum of 8-10 years of experience in trust and estate administration, with a proven track record of managing complex trust relationships

Strong knowledge of trust and estate laws and regulations as well as industry standards and practices

Demonstrated ability to advise and deliver on complex fiduciary strategies

Demonstrated proficiency in exercising fiduciary judgement and discretion

Excellent interpersonal and communication skills to deliver best-in-class client experience

Ability to work in a team orientated/matrix environment

Ability to manage multiple priorities and meet deadlines

Proficiency in Microsoft Office Suite

High ethical standards and a commitment to fiduciary responsibility

Exhibits a sense of urgency and continuous improvement mindset

Preferred

Advanced degree or professional certification (e.g., CTFA, CFP) preferred

Benefits

Comprehensive benefits

Incentive compensation plan

Company

Fifth Third Bank

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Fifth Third Bancorp is a financial services company that specializes in small business, retail banking, and investments. It is a sub-organization of Fifth Third Bank.

Founded in 1858

Cincinnati, Ohio, USA

10001+ employees