Trust Officer II

Min 3 yrs required

Full-time

No

Job Title: Trust Officer II
Location: Atlanta, Georgia
Salary: Competitive, based on experience

Bank of America is seeking a Trust Officer II to join their team in Atlanta, Georgia. As a global leader in the financial industry, Bank of America is dedicated to responsible growth and providing a diverse and inclusive workplace for all employees. This position offers a competitive salary and benefits package, as well as opportunities for growth and making a positive impact.

Responsibilities:

- Proactively identify and cultivate relationships within current client base to deepen connections
- Meet with key clients regularly to maintain relationships and identify new business opportunities
- Provide trust, estate, and wealth transfer planning advice to clients
- Collaborate with other specialists within the Private Bank to meet client needs
- Identify and resolve client issues in a proactive manner
- Oversee all administrative tasks, including document interpretation, risk management, and at-risk client retention
- Handle all administrative tasks for assigned accounts

Qualifications:

- Fiduciary professional with CTFA, CFP, AEP, JD, or CPA preferred
- Minimum of 3 years of experience in trust administration and estate planning

Key Competencies:

- Technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning
- Proactive approach to problem solving
- Ability to provide creative solutions within the Bank's risk/reward profile
- Strong communication and teamwork skills
- Knowledge of policies, procedures, and regulatory requirements
- Ability to 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

Working at Bank of America will provide you with a fulfilling career and the opportunity to learn, grow, and make a difference. Apply now for this exciting opportunity.

Not specified

Competitive benefits to support physical, emotional, and financial well-being

Not specified

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

Not specified

Apply through the company's website or job portal

Qualification and Experience Fiduciary professional with CTFA, CFP, AEP, JD, or CPA or related degrees preferred

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