Private Banking Operations Specialist II

Fifth Third Bank; Cincinnati (OH); Presencial; USD 60 000 - 90 000; Tempo integral

Resumo da oferta

Fifth Third Bank is seeking a Private Bank Account Specialist II – IM&T in Cincinnati to facilitate and coordinate operational activities for private banking and investment management & trust clients. You will work within established guidelines to resolve issues, manage risk and enhance the client experience while maintaining compliance.

Responsibilities include processing client requests, coordinating with internal teams, ensuring document accuracy, and supporting account funding, tax

Qualificações

• Three or more years of 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 (Word, Excel, PowerPoint, Outlook).
• Knowledge of fiduciary risk preferred.

Responsabilidades

• Perform duties independently, consulting with team on client issues of greater complexity.
• Form understanding of products and processes, with fiduciary risk in mind.
• Build understanding of the firm’s businesses and related economics.
• Contribute to workflow or process improvements for better client experience.
• Coordinate with internal lines of business to process client requests quickly and accurately.
• Ensure all required documents are present and approvals obtained; perform client callbacks as needed.
• Adhere to IM&T Policy and Procedures when processing client requests.
• Handle account funding, transactional activity, cost basis adjustments and IRS transfer statements, court accountings, account closings, and other duties.

Conhecimentos

Verbal communication

Written communication

Microsoft Office

Multi-tasking

Customer relations

Relationship building

Independent work

Formação académica

Bachelor’s degree preferred

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Fifth Third Bank is seeking a Private Bank Account Specialist II – IM&T in Cincinnati to facilitate and coordinate operational activities for private banking and investment management & trust clients. You will work within established guidelines to resolve issues, manage risk and enhance the client experience while maintaining compliance.

Responsibilities include processing client requests, coordinating with internal teams, ensuring document accuracy, and supporting account funding, tax