Pcs Account Officer I

Fifth Third Bank

Cincinnati, OH, United States
Agency, iras, and custody accounts
Client relationship management
Financial risk management
The Account Officer I is responsible for the administration of a variety of accounts including Agency accounts, IRAs, and Custody accounts, with total book revenue exceeding $1 million

Job Summary

  • The Account Officer I is responsible for the administration of a variety of accounts including Agency accounts, IRAs, and Custody accounts, with total book revenue exceeding $1 million.
  • Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
  • Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

Matching Summary

The Account Officer I is responsible for the administration of a variety of accounts including Agency accounts, IRAs, and Custody accounts, with total book revenue exceeding $1 million.

Skills & Requirements

Must-have

  • Agency, IRAs, and Custody accounts
  • Client relationship management
  • Financial risk management
  • Fiduciary decision-making
  • Process fund movements
  • Annual tax reporting

Nice-to-have

  • Team-oriented environment
  • Enhance client relationships
  • Positive customer experience
  • Sound decision-making skills

Key Requirements

  • Bachelor's degree preferred or related experience
  • 2+ years experience in financial services
  • Effective client relationship skills
  • Effective time management skills
  • Ability to multi-task and prioritize work

Work Rights

Not specified

Tailored Resume

Cover Letter