Senior Trust Officer

Min 5 yrs required

Full-time

No

Salary Information:

The salary for this position ranges from $80,000 to $120,000 per year, depending on experience and qualifications. Bank of America also offers a comprehensive benefits package, including health insurance, retirement plans, and paid time off.

Job Title:

Senior Trust Officer

Experience Information:

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) is also preferred.

Responsibilities:

- Responsible for the administrative and business development of complex IM&T accounts
- Work closely with Private Bank teams to achieve strategic objectives
- Deepen relationships through estate and financial planning
- Lead trust product sales and provide education to clients and associates
- Manage fiduciary risks and adhere to trust policies
- Proactively identify and resolve client issues
- Engage in high-level trust administration and risk management
- Identify and retain at-risk clients
- Meet with key clients to maintain relationships and identify new business opportunities
- Collaborate with other specialists within Bank of America's Private Bank
- Document interpretation and compliance with regulatory requirements

Requirements:

- Bachelor's degree
- 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) is also preferred
- 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 and teamwork skills
- Knowledge of policies, procedures, and regulatory requirements
- Understanding of high net worth clients' concerns and ability to connect with them

Shift:

1st shift (United States of America)

Hours Per Week:

40

Location:

Naples, Florida

Company:

Bank of America

Department:

Private Bank

Salary:

$80,000 - $120,000 per year

Benefits:

- Health insurance
- Retirement plans
- Paid time off

Apply for this position at Bank of America and join a diverse and inclusive workplace that values its employees' well-being and offers opportunities for growth and impact.

Not specified

Competitive benefits package including health, dental, and vision insurance, retirement plan, paid time off, and more.

Not specified

Business Development, Relationship Management, Risk Management, Communication, Sales, Administration, Fiduciary Law, Financial Planning, Client Retention

Bachelor's Degree in a relevant field

Interested candidates should apply online through the company's website.

Qualification and Experience Bachelor's Degree

Legal