Senior Trust Officer

Fifth Third Bank • Minneapolis, MN

5d

About The Position

The Senior Trust Officer manages complex fiduciary relationships, including high-net-worth and specialty trust accounts, in accordance with governing documents, applicable laws, and organizational policies. The role serves as a primary relationship manager and fiduciary advisor, partnering with clients, financial advisors, and internal teams to deliver high-quality service, support business growth, and ensure a consistent client experience.

The position exercises judgment in complex fiduciary matters, supports client retention and satisfaction, and maintains expertise in fiduciary principles, trust administration, and applicable legal and tax considerations. It may also support projects of varying complexity and perform other duties as assigned based on team needs and organizational priorities.

Requirements

• Bachelor’s degree required.
• 8–10+ years of experience in trust administration, fiduciary services, or related experience.
• Strong knowledge of trust administration, governing documents, and fiduciary principles.
• Ability to manage complex client relationships and deliver high-quality service.
• Understanding of regulatory requirements, fiduciary standards, and internal policies.
• Ability to clearly communicate complex fiduciary concepts to clients and partners.
• Ability to partner effectively across internal teams and with external advisors.

Responsibilities

• Manage complex trust accounts, including high-net-worth and specialty relationships, in accordance with governing documents, fiduciary standards, and regulatory requirements.
• Serve as the primary contact for clients, beneficiaries, and advisors, building strong relationships and delivering a high level of service.
• Ensure adherence to fiduciary, legal, and regulatory requirements by completing reviews, documenting decisions, and resolving exceptions in a timely manner.
• Exercise sound judgment in complex fiduciary matters, including discretionary decisions and risk assessment, consistent with governing documents, regulatory requirements, and organizational policies.
• Work with internal partners and external advisors to implement investment strategies, resolve client issues, and deliver comprehensive fiduciary solutions.
• Partner with financial advisors and centers of influence to support new business opportunities and deepen existing client relationships.
• Promote a consistent, high-quality client experience, proactively address client needs, and contribute to client retention and satisfaction.
• Maintain strong knowledge of fiduciary principles, trust administration, and applicable legal and tax considerations.
• Perform other duties as assigned and adapt to tasks or shifts in priorities.

Benefits

• Comprehensive benefits programs supporting physical, financial, emotional, and social well-being.
• Eligible to participate in an incentive compensation plan, with payments based on company, line of business, and/or individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior