Senior Trust Officer

Min 5 yrs required

Full-time

No

Job Title: Senior Trust Officer
Salary: Competitive, based on experience and certifications
Experience: Minimum of 5 years in trust administration and estate planning, preferred.

Bank of America is seeking a Senior Trust Officer to join our team and help drive Responsible Growth through our commitment to diversity and inclusion. As a Senior Trust Officer, you will have the opportunity to maintain a book of fiduciary and investment management accounts, with a focus on business development and estate planning for high net worth clients. You will also have the support of our Private Bank teams and other specialists within Bank of America to best meet client needs.

Responsibilities:

- Manage a book of fiduciary and investment management accounts, with a focus on business development and estate planning for high net worth clients
- Work with Market Trust Executive to educate clients, associates, and Centers of Influence on trust products
- Proactively identify and harvest opportunities to deepen relationships within current client base
- Meet with key clients periodically to maintain relationships and identify new business opportunities
- Engage with other specialists within Bank of America's Private Bank to best meet client needs
- Oversee risk management activities and identify at-risk clients to proactively resolve issues and retain clients

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 Competencies:

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

Skills:

- Business development
- Client management
- Risk management
- Wealth planning
- Customer and client focus
- Client experience branding
- Client solutions advisory
- Decision making
- Presentation skills
- Process management
- Attention to detail
- Critical thinking
- Financial analysis
- Planning
- Prospecting

Bank of America offers a competitive salary based on experience and certifications, as well as competitive benefits to support the physical, emotional, and financial well-being of our teammates and their families. We are committed to being a diverse and inclusive workplace for everyone, and we value the unique backgrounds and experiences of our employees.

Join our team at Bank of America and make a difference in the financial lives of our clients. Apply now!

Not specified

Competitive benefits package

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

Bachelor's Degree

Interested candidates can apply through the company's website or by sending their resume to the contact person listed below.

Qualification and Experience Bachelor's Degree

Legal