Trust Officer II

organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Summary:

The Trust Officer is an experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and provide advisory consultation to clients.

Responsibilities:

• Proactively identify and harvest opportunities to deepen relationships within current client base

• Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice

• Proactively engage other specialists within the Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)

• Proactively identify and resolve client issues

• Oversee all administration activities

• Document interpretation

• Oversee risk management activities

• Identify at-risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention

• Handle all administrative TASQs on assigned account

Qualifications / Desired Skills:

• Fiduciary professional with CTFA, CFP, AEP, JD, or CPA or related degrees preferred

• Minimum of 3 years of trust administration and estate planning experience

Key Attributes / Competencies:

• Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning

• Initiative/proactive approach to problem solving

• Creative though prudent approach to providing solutions within Bank's risk/reward profile

• Good people/partner communication skills / team player

• Knowledge of policies, procedures, regulatory requirements

• Ability to communicate and connect with high net worth clients

Skills:

• Business Development

• Client Management

• Customer and Client Focus

• Risk Management

• Wealth Planning

• Client Experience Branding

• Client Solutions Advisory

• Decision Making

• Presentation Skills

• Process Management

• Attention to Detail

• Critical Thinking

• Financial Analysis

• Planning

• Prospecting

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40

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