Trust Officer II

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both 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.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Responsibilities:
Proactively identify and harvest opportunities to deepen relationships within current client base
Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice
Proactively engage other specialists within the Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)
Proactively identify and resolve client issues
Oversee all administration activities
Document interpretation
Oversee risk management activities
Identify at-risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention
Handle all administrative TASQs on assigned account
Qualifications / Desired Skills:
Fiduciary professional with CTFA, CFP, AEP, JD, or CPA or related degrees preferred
Minimum of 3 years of trust administration and estate planning experience
Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
Initiative/proactive approach to problem solving
Creative though prudent approach to providing solutions within Bank’s risk/reward profile
Good people/partner communication skills / team player
Knowledge of policies, procedures, regulatory requirements
Ability to communicate and connect with high net worth clients
At Bank of America , we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both 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.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Partnering Locally
Learn about some of the ways Bank of America is making a difference in the communities we serve.
Global Impact
Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates.
Diversity and Inclusion
Each employee brings unique skills, background and opinions. We see diversity and inclusion as our platform for innovation and a key component in our success.
Our Values
Learn about our four values that represent what we believe.

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