CapecoralRecruiter Since 2001
the smart solution for Cape Coral jobs

Trust Specialist

Location: Naples
Posted on: April 8, 2021

Job Description:

GENERAL FUNCTION:




.Partner with the Senior Trust Officers and Trust Officers in every aspect of servicing their client base to ensure greater client satisfaction, client retention and growth, and compliance with all policies and procedures governing fiduciaryrelationships.Primary responsibility for the fiduciary team''s interface with the trust accounting system, the IA Workflow System, the Unique Assets Team and all trust operations functions




DUTIES AND RESPONSIBILITIES:




.Client Service




Partner with a Trust Officer to service his/her clients




Frequent direct communication with clients




Support the Trust Officer to administer multigenerational trusts, often with discretionary income and principal payments distributed among multiple family members, while managing financial risk




Partner with the Trust Officer to retain client base by working with the client service team and partnering with internal and external service providers to optimize effectiveness and efficiency in achieving the highest client service standards




Partner with the Trust Officer to resolve client issues




Ensure a smooth transition as the client moves among service models








.Account Administration




Assist with the completion of annual administrative account reviews




Provide necessary maintenance/interface for trust accounting system




Review and ensure the quality of the daily account activity in the IA Workflow System




Ensure compliance and proper documentation requirements are met, consistent with internal fiduciary policies and procedures regarding business acceptance, discretionary actions, and all other bank policies, procedures and guidelines




Work closely with the Trust Officer and Trust Tax Accountants to ensure proper tax reporting




Work with IASC to open and close accounts; process additions to and distributions from accounts




Frequent interaction with various operations teams within the Bank








.Sales




Partner with the Trust Officer on client sales calls




Prepare marketing proposals and materials




Participate in the Life360 Process to identify and provide appropriate products, services, and cross-selling opportunities




Demonstrate client contact and relationship management skills




Utilize and ensure prospect/client information is appropriately entered, updated, and managed in the CRM tracking system








.Other




Demonstrate a sense of urgency for client service and completion of projects/tasks




Demonstrate sound decision-making skills, including balancing business risk to Fifth Third Bank with client interests




Work with multiple managers and balance competing priorities




Champion the Bancorp Vision and Core Values through personal actions




Recommend enhancements to policies and procedures




Develop a working knowledge of current trends and changes in the industry with regard to fiduciary matters (e.g. estate planning, probate, estate, gift and income tax planning, guardianships, special needs trusts, state-specific law)








.Supervisory Responsibilities: None




Keywords: , Cape Coral , Trust Specialist, PR / Public Relations , Naples, Florida

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other PR / Public Relations Jobs


Investment Executive
Description: font face Arial GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial (more...)
Company:
Location: Cape Coral
Posted on: 04/8/2021

CSR / Teller - Greentree BC - Full Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Naples
Posted on: 04/8/2021

Personal Banker
Description: font face Arial GENERAL FUNCTION: Retail Personal Banker I is a branch position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or (more...)
Company:
Location: Bonita Springs
Posted on: 04/8/2021


Retail Personal Banker Associate
Description: font face Arial GENERAL FUNCTION: Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales amp Service. There will be a certification (more...)
Company:
Location: Bradenton
Posted on: 04/8/2021

Licensed Invest Support Specialist I
Description: font face Arial GENERAL FUNCTION: The Licensed Investment Support Specialist I provides office management support for registered securities representatives e.g., Investment Executives or Wealth Management (more...)
Company:
Location: Bonita Springs
Posted on: 04/8/2021

CSR / Teller - Bonita Bay BC - Part Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Bonita Springs
Posted on: 04/8/2021

Retail Personal Banker I
Description: font face Arial GENERAL FUNCTION: The Personal Banker I is a branch position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. (more...)
Company:
Location: Sarasota
Posted on: 04/8/2021

Retail Personal Banker - Cross-Sell
Description: font face Arial GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the (more...)
Company:
Location: Sarasota
Posted on: 04/8/2021

Financial Center Manager
Description: font face Arial GENERAL FUNCTION: Selected Candidate will attend a 3-4 month on-boarding and education br / br br / br program that includes rotations in Operations, Sales amp Service, Small (more...)
Company:
Location: Fort Myers
Posted on: 04/8/2021

CSR / Teller - Full Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Bonita Springs
Posted on: 04/8/2021

Log In or Create An Account

Get the latest Florida jobs by following @recnetFL on Twitter!

Cape Coral RSS job feeds