Senior Trust Officer

Min 5 yrs required

Full-time

No

Senior Trust Officer - Kansas City, Missouri

Job Title: Senior Trust Officer
Location: Kansas City, Missouri
Salary: Competitive
Experience: Minimum of 5 years of trust administration and estate planning experience preferred

Bank of America is a global financial institution with a common purpose of helping to improve the financial lives of its clients through strong connections. We believe in responsible growth and strive to be a diverse and inclusive workplace for all. Our employees have access to competitive benefits to support their physical, emotional, and financial well-being.

We are currently seeking a Senior Trust Officer to join our team in Kansas City, Missouri. In this role, you will be responsible for maintaining a book of fiduciary and investment management accounts. You will work closely with the Market Trust Executive to ensure trust product awareness and education for clients, associates, and Centers of Influence.

Key Responsibilities:

- Administrative and business development of complex investment management and trust accounts
- Work with high net worth clients and beneficiaries, including multi-generational families
- Handle regulatory and compliance procedures governed by the OCC
- Involved in new business development activities, with a focus on estate and financial planning and the Bank's fiduciary platform
- Partner with Private Bank teams to drive business development and close new trust business
- Proactively identify and deepen relationships within current client base
- Meet with key clients to maintain relationships, identify issues and new business opportunities, and provide trust, estate, and wealth transfer planning advice
- Engage with other specialists within the Bank's Private Bank to meet client needs
- Proactively identify and resolve client issues
- Engage in high-level trust administration and oversee all administration activities
- Interpret documents and oversee risk management activities
- Identify at-risk clients and proactively resolve issues to drive retention

Requirements:

- and a minimum of 5 years of trust administration and estate planning experience preferred
- Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) preferred

Key Attributes/Competencies:

- Technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning
- Proactive problem-solving approach
- Creative yet prudent solutions within the Bank's risk/reward profile
- Ability and drive to close sales
- Strong communication and team player skills
- Knowledge of policies, procedures, and regulatory requirements
- High level of understanding of high net worth clients' concerns and issues

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

Shift: 1st shift (United States of America)
Hours per week: 40

At Bank of America, we believe in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Join us and have a great career with opportunities to learn, grow, and make an impact, along with the power to make a difference. Apply now!

Not specified

Competitive benefits package

Not specified

Technical expertise, Problem-solving, Sales, Communication, Knowledge of policies and regulations, High level of savvy and sophistication, Client management, Decision making, Presentation skills, Attention to detail, Critical thinking, Process management, Prospecting

Bachelor's degree in a relevant field

Interested candidates can apply through the Bank of America website or through a job search engine.

Qualification and Experience Bachelor's degree

Legal