Account Officer Specialist

Fifth Third Bancorp
Cincinnati
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 2+ yearsEducation: bachelorsSkills: ["Interpersonal communication","Problem solving","Analytical skills","Presentation","Client service mindset"]

Serve as a key client-facing partner for Trust, Account, and Investment officers by monitoring client communications, servicing incoming calls and email, and supporting smooth transitions across service models. Assist with trust administration and account operations, ensure compliance and accurate documentation, prepare monthly reports, and support sales calls with proposals and CRM updates. Manage risk by following fiduciary policies and escalating concerns to protect clients and ensure strong customer experience.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Account Officer Specialist

âś“ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Serve as a key client-facing partner for Trust, Account, and Investment officers by monitoring client communications, servicing incoming calls and email, and supporting smooth transitions across service models. Assist with trust administration and account operations, ensure compliance and accurate documentation, prepare monthly reports, and support sales calls with proposals and CRM updates. Manage risk by following fiduciary policies and escalating concerns to protect clients and ensure strong customer experience.
Location: Cincinnati
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Monitor and service incoming client calls and emails to deliver superior service.
  • •Provide direct communication with team members, internal/external partners, and clients through letters, phone, email, or personal interaction.
  • •Support trust administration and manage financial risk, including assisting the Trust Officer with multigenerational trusts and discretionary income/principal payments.
  • •Assist with account administration tasks such as annual administrative reviews, system maintenance, daily account activity quality checks, and compliance/documentation requirements.
  • •Partner on client sales calls by preparing marketing proposals/materials and ensuring prospect/client information is accurately entered and updated in the CRM system.

Key Requirements

  • •Bachelor's degree preferred or related experience required.
  • •Minimum 2 years’ experience in sales and client service.
  • •Demonstrated ability to learn financial and investment concepts and apply trust administration, estate planning, and income/gift/estate tax matters.
  • •Basic understanding of financial markets and investments.
  • •Strong interpersonal communication and problem-solving skills, with professional verbal/written communication and presentation abilities.
Experience:2+ yearsFinancial servicesTrust administrationEstate planningInvestmentsFiduciaryWealth management
Education:Bachelor's
Skills:Interpersonal communicationProblem solvingAnalytical skillsPresentationClient service mindset
Tech Stack:PCS/PBC 800 numberPCS/PBC e-mail boxesCRM tracking systemIA Workflow SystemMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookMicrosoft Access

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
Glassdoor
Glassdoor: 3.7
WebsiteLinkedInGlassdoor