Senior Trust Officer

5-10 yrs required

Full-time

No

Senior Trust Officer - Dallas, Texas

Overview:

- Bank of America is seeking a Senior Trust Officer to join their team in Dallas, Texas.
- This role offers a competitive salary and benefits package, as well as opportunities for growth and development.
- The Senior Trust Officer will be responsible for maintaining a trust book and driving business development in the market.
- The ideal candidate will have a bachelor's degree and a minimum of 5 years of experience in trust administration and estate planning.
- Professional certifications such as CTFA, CFP, AEP, JD, or CPA are preferred.
- The Senior Trust Officer should have technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning.
- This role requires a proactive approach to problem solving and the ability to communicate effectively with high net worth clients.

Responsibilities:

- Partner with Private Client Advisors to drive business development and close new Trust business in prospecting activities.
- Proactively identify and harvest opportunities to deepen relationships within current client base.
- Meet with key clients periodically to maintain relationships, identify issues and new business opportunities, and provide trust, estate, and wealth transfer planning advice.
- Engage with other specialists within Bank of America's Private Bank to best meet client needs.
- Identify and resolve client issues in a proactive manner.
- Oversee all trust administration activities, including document interpretation and risk management.
- Proactively identify at-risk clients and work to resolve issues and retain their business.

Requirements:

- Bachelor's degree and a minimum of 5 years of experience in trust administration and estate planning.
- Professional certifications such as CTFA, CFP, AEP, JD, or CPA are preferred.
- Technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning.
- Proactive approach to problem solving and the ability to communicate effectively with high net worth clients.
- Knowledge of policies, procedures, and regulatory requirements.
- Strong business development skills and the ability to close sales.
- Excellent communication and teamwork abilities.
- Attention to detail, critical thinking, and financial analysis skills.

Benefits:

- Competitive salary and benefits package.
- Opportunities for growth and development within the organization.
- Inclusive and diverse workplace culture.
- Flexible work arrangements available.
- Emphasis on physical, emotional, and financial well-being of employees and their families.

Join Bank of America's Private Bank team in Dallas, Texas and make a difference in the financial lives of their clients. Apply today and start your journey towards a fulfilling career!

Not specified

Competitive benefits package offered

Not specified

Bachelor's Degree

Interested candidates can apply through the Bank of America careers website.

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