ABOUT THE ROLE:

Provides exemplary client service as the client-facing fiduciary expert for Private Bank clients. Primarily responsible for managing and growing trust relationships while ensuring high-quality fiduciary administration and compliance. Partners closely with the Private Bank team to deliver integrated advice aligned to each client’s estate plans, financial goals, and long-term objectives, while representing Fifth Third’s fiduciary capabilities and strategy.

Please see below for specific responsibilities and requirements for this role.

YOUR RESPONSIBILITIES:

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.

• Client Relationship Management: Proactively builds and deepens client relationships by serving as a trusted fiduciary advisor, understanding client objectives, and delivering tailored trust and estate solutions.

• Client Communication: Engages in ongoing, proactive communication regarding fiduciary strategies, trust administration, and estate planning considerations.

• Fiduciary Strategy Development: Advises on trust and estate structures, integrating fiduciary solutions with broader financial plans and client goals.

• Trust Administration Oversight: Oversees trust accounts to ensure proper administration, adherence to governing documents, and compliance with legal and regulatory requirements.

• Estate Document Interpretation: Reviews and interprets estate planning documents to ensure accurate execution of fiduciary responsibilities and client intent.

• Asset Retention and Growth: Identifies opportunities to expand and deepen fiduciary relationships through trust optimization strategies and proactive client engagement.

• New Business Support: Partners with Private Bank teams to support business development, including participation in client presentations and fiduciary solutioning.

• Risk and Compliance Management: Ensures adherence to fiduciary standards, internal policies, and regulatory requirements while actively managing risk.

• Internal Team Collaboration: Coordinates with internal partners (tax, legal, operations, and banking teams) to deliver comprehensive fiduciary solutions.

• Client Issue Resolution: Identifies at-risk relationships and proactively resolves client concerns to enhance satisfaction and retention.

• Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

MINIMUM REQUIREMENTS:

• Bachelor’s degree in Finance, Accounting, Law, or a related field or equivalent experience.

• Seven or more years of professional experience; trust and estate administration or financial services experience preferred.

REQUIRED SKILLS:

Qualified candidates will possess an intermediate degree of proficiency (typically from 7+ years of work or practical experience), in:

• Communication: Excellent interpersonal, written and verbal communication skills, and presentation skills.

• Relationship Management: Ability to build trust and maintain strong client relationships in a team-based environment.

• Risk Management & Compliance: Growing understanding of regulatory requirements and ability to manage risk within fiduciary frameworks.

SKILLS FOR SUCCESS:

Qualified candidates will possess an intermediate degree of proficiency (typically from 7+ years of work or practical experience), across a suite of skills including, but not limited to:

• Fiduciary Strategy: Understanding of trust structures, estate planning concepts, and fiduciary solutions aligned to client needs.

• Team Collaboration: Works effectively across Private Bank and enterprise partners to deliver integrated client solutions.

• Problem Solving & Judgment: Applies critical thinking and fiduciary judgment to navigate complex client situations and make informed decisions.

• Client Focus: Demonstrates a strong commitment to delivering a best-in-class client experience and driving retention.

• Organization & Prioritization: Ability to manage multiple client relationships and administrative responsibilities effectively.

• Adaptability: Responds effectively to evolving client needs, regulatory expectations, and business priorities.

DOING THE RIGHT THING:

Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets — including you.