Senior Trust Officer

Min 5 yrs required

Full-time

No

Job Title: Senior Trust Officer
Location: Winter Park, Florida
Experience: Minimum 5 years of trust administration and estate planning experience preferred
Salary: Competitive and based on experience

At Bank of America, we strive to make a positive impact on our clients' financial lives through our dedicated team and strong connections. Our focus on Responsible Growth drives our company's success, and we are committed to creating a diverse and inclusive workplace for our employees. We believe in investing in our team members and their families by providing competitive benefits to support their well-being.

As a Senior Trust Officer at Bank of America, you will play a crucial role in maintaining a trust book and developing business in the Winter Park market. You will work closely with local Private Bank teams to achieve strategic objectives and deepen relationships through estate and financial planning. With a complex book of business, you will have the opportunity to make a significant impact and partner with other specialists within the Private Bank to best meet client needs.

Key Responsibilities:

• Partner with Private Client Advisors (PCAs) to drive business development and close new Trust business
• Proactively identify and deepen relationships within current client base
• Meet with key clients regularly to maintain relationships and identify new business opportunities
• Engage with other specialists within the Private Bank to best meet client needs
• Oversee all trust administration activities and risk management
• Identify and proactively resolve client issues and meet with at-risk clients as needed to drive retention

Qualifications:

• Bachelor's Degree 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 Competencies:

• Technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning
• Proactive approach to problem solving
• Ability to provide solutions within the Bank's risk/reward profile
• Strong sales skills and ability to close deals
• Excellent communication and teamwork skills
• Knowledge of policies, procedures, and regulatory requirements
• High level of understanding of high net worth clients' concerns and issues

We are looking for a dedicated and experienced Senior Trust Officer to join our team in Winter Park, Florida. If you have a passion for helping clients achieve their financial goals and a drive to make a positive impact, we invite you to apply for this position at Bank of America.

No specific USPTO requirements mentioned.

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

No specific language requirements mentioned.

Business Development, Relationship Management, Risk Management, Sales, Communication, Teamwork, Problem Solving, High Net Worth Client Management, Estate and Wealth Transfer Planning, Trust Administration, Regulatory Compliance

Bachelor's Degree in a related field (required), CTFA, CFP, AEP, JD, or CPA certification (preferred)

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

Qualification and Experience Bachelor's Degree, CTFA, CFP, AEP, JD, CPA (or 6 months away from obtaining certification)

Legal