Trust Officer II, Private Bank – Complex Trusts

Fifth Third Bank, N.A.; Rosemont (IL); On-site; USD 85,000 - 120,000; Full time

Job summary

Fifth Third Bank, N.A. in the Private Bank Center seeks a Trust Officer II (PBC) to oversee administration of complex personal trust accounts, agency, IRA, and custody accounts, with book revenue over $1.5 million.

You’ll work with clients to execute estate plans, often across multiple accounts and beneficiaries. The role emphasizes fiduciary responsibilities as Trustee, Executor, or Agent, with focus on risk management, compliance, and delivering high-quality client service while coordinating

Qualifications

• Experience administering irrevocable trusts and discretion in distributions based on trust documents.
• Ability to manage risk and ensure compliance with fiduciary policies.
• Strong client service focus and collaboration with service teams.

Responsibilities

• Coordinates fiduciary services for a portfolio of Personal Trust accounts, plus agency, IRA, and custody accounts.
• Reviews and approves or declines discretionary action requests for irrevocable trusts.
• Administers multigenerational trusts with discretionary income and principal distributions; manages risks.
• Executes terms of estate plans or documents as Trustee, Executor, or Agent with broad discretion.
• Maintains client contact and service standards with the client service team.

Job description

Fifth Third Bank, N.A. in the Private Bank Center seeks a Trust Officer II (PBC) to oversee administration of complex personal trust accounts, agency, IRA, and custody accounts, with book revenue over $1.5 million.

You’ll work with clients to execute estate plans, often across multiple accounts and beneficiaries. The role emphasizes fiduciary responsibilities as Trustee, Executor, or Agent, with focus on risk management, compliance, and delivering high-quality client service while coordinating