Senior Trust Officer

Min 5 yrs required

Full-time

No

Job: Wealth Management
Location: Greenville, SC, US
Department: Trust & Fiduciary Services
Salary: $85,000 - $120,000

H1: Senior Trust Officer - Wealth Management Opportunity in Greenville, SC
H2: Join Bank of America and Make a Difference as a Senior Trust Officer in South Carolina

Senior Trust Officer - Wealth Management Opportunity in Greenville, SC

Join Bank of America and Make a Difference as a Senior Trust Officer in South Carolina

Salary Information: $85,000 - $120,000 per year

Job Title: Senior Trust Officer

Experience: Minimum 5 years of trust administration and estate planning experience

Location: Greenville, South Carolina

Department: Trust & Fiduciary Services

Responsibilities:
- Manage a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries
- Oversee the administration and business development of complex investment management and trust accounts
- Educate clients, associates, and Centers of Influence on trust products and services
- Work with teams to drive business development and retention
- Assist clients with wealth planning needs
- Manage risk and ensure compliance with regulatory and legal requirements

Key Competencies:
- Technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning
- Proactive problem-solving skills
- Ability to provide solutions within the Bank's risk/reward profile
- Strong communication skills and ability to connect with high-net-worth clients
- Knowledge of policies, procedures, and regulatory requirements

Desired Skills:
- Bachelor's degree or equivalent business experience
- CTFA, CFP, AEP, JD, or CPA certification preferred
- Experience in risk management, business development, and client management

Shift: 1st shift (United States of America)

Hours Per Week: 40

At Bank of America, we believe in Responsible Growth and being a diverse and inclusive workplace for everyone. We offer competitive benefits to support the physical, emotional, and financial well-being of our teammates and their families. Join us and make a difference in the lives of our clients and communities.

Not specified

Competitive benefits package

Not specified

Technical expertise, initiative, problem solving, sales, communication, knowledge of policies and procedures, high net worth client management, high level of sophistication, communication skills, risk management, business development, wealth planning, customer and client focus, client experience branding, client solutions advisory, process management, decision making, presentation skills, prospecting, financial analysis, attention to detail, critical thinking, planning

Bachelor's Degree OR equivalent business experience

Interested candidates should apply through the company's website.

Qualification and Experience Bachelor's Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience

Legal