Bank of America
Sr. Trust Officer
Bank of America, Seattle, Washington, us, 98127
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!
This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention,
assisting clients
with wealth planning needs, and managing risk.
Job DescriptionThis job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention,
assisting clients
with wealth planning needs, and managing risk.
Responsibilities:Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviewsSupports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenanceEngages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experienceEnsures compliance with regulatory and legal requirements related to client accounts and portfoliosIdentifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospectsTechnical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planningInitiative/proactive approach to problem solvingCreative though prudent approach to providing solutions within Bank’s risk/reward profileAbility / drive to “ask for the order” to close salesGood people/partner communication skills / team playerKnowledge of policies, procedures, regulatory requirementsHigh level of savvy and sophistication re: high net worth clients’ concerns / issuesAbility to communicate and connect with high-net-worth clients
Desired Skills:Bachelor’s Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experienceFiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred
Skills:Business DevelopmentClient ManagementWealth PlanningCustomer and Client FocusClient Experience BrandingClient Solutions AdvisoryProcess ManagementDecision MakingPresentation SkillsProspectingAttention to DetailCritical ThinkingPlanningMinimum Education Requirement:
High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)
Job Description: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!
This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention,
assisting clients
with wealth planning needs, and managing risk.
Job DescriptionThis job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention,
assisting clients
with wealth planning needs, and managing risk.
Responsibilities:Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviewsSupports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenanceEngages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experienceEnsures compliance with regulatory and legal requirements related to client accounts and portfoliosIdentifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospectsKey attributes / competencies :Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planningInitiative/proactive approach to problem solvingCreative though prudent approach to providing solutions within Bank’s risk/reward profileAbility / drive to “ask for the order” to close salesGood people/partner communication skills / team playerKnowledge of policies, procedures, regulatory requirementsHigh level of savvy and sophistication re: high net worth clients’ concerns / issuesAbility to communicate and connect with high-net-worth clients
Desired Skills:Bachelor’s Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experienceFiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred
Skills:Risk ManagementBusiness DevelopmentClient ManagementWealth PlanningCustomer and Client FocusClient Experience BrandingClient Solutions AdvisoryProcess ManagementDecision MakingPresentation SkillsProspectingFinancial AnalysisAttention to DetailCritical ThinkingPlanningMinimum Education Requirement:
High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)
Hours Per Week:40
Pay Transparency detailsUS - WA - Seattle - 401 Union St - Rainier Square (WA1510)Pay and benefits informationPay range$95,200.00 - $200,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.About Us
Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure.
Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.Regardless of the position you are interested in, the starting points to building your resume are the same:1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications.2. Think about why you can do the job and make a list of your skills that are relative to the job.3. Identify experiences or accomplishments that show your proficiency in the skills required for the job.4. Summarize your abilities, accomplishments and skills into a brief, concise document.
Considerations when writing a resume• Do be brief. Resumes should be 1-2 pages in length.• Do be upbeat and active in your wording.• Do emphasize what you have done clearly and concretely.• Do be neat and well organized.• Do have others proofread and critique your resume. Spell check. Make it error free.• Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible.• Don't be dishonest, always tell the truth about yourself in the most flattering light.• Don't include salary history or requirements.• Don't include references.• Don't include accomplishments that do not support your professional goals.•
Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.)• Don't use italics, underlining, shadows or other fancy treatments.Seven steps to a successful interview1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease.7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.
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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!
This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention,
assisting clients
with wealth planning needs, and managing risk.
Job DescriptionThis job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention,
assisting clients
with wealth planning needs, and managing risk.
Responsibilities:Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviewsSupports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenanceEngages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experienceEnsures compliance with regulatory and legal requirements related to client accounts and portfoliosIdentifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospectsTechnical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planningInitiative/proactive approach to problem solvingCreative though prudent approach to providing solutions within Bank’s risk/reward profileAbility / drive to “ask for the order” to close salesGood people/partner communication skills / team playerKnowledge of policies, procedures, regulatory requirementsHigh level of savvy and sophistication re: high net worth clients’ concerns / issuesAbility to communicate and connect with high-net-worth clients
Desired Skills:Bachelor’s Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experienceFiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred
Skills:Business DevelopmentClient ManagementWealth PlanningCustomer and Client FocusClient Experience BrandingClient Solutions AdvisoryProcess ManagementDecision MakingPresentation SkillsProspectingAttention to DetailCritical ThinkingPlanningMinimum Education Requirement:
High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)
Job Description: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!
This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention,
assisting clients
with wealth planning needs, and managing risk.
Job DescriptionThis job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention,
assisting clients
with wealth planning needs, and managing risk.
Responsibilities:Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviewsSupports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenanceEngages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experienceEnsures compliance with regulatory and legal requirements related to client accounts and portfoliosIdentifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospectsKey attributes / competencies :Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planningInitiative/proactive approach to problem solvingCreative though prudent approach to providing solutions within Bank’s risk/reward profileAbility / drive to “ask for the order” to close salesGood people/partner communication skills / team playerKnowledge of policies, procedures, regulatory requirementsHigh level of savvy and sophistication re: high net worth clients’ concerns / issuesAbility to communicate and connect with high-net-worth clients
Desired Skills:Bachelor’s Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experienceFiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred
Skills:Risk ManagementBusiness DevelopmentClient ManagementWealth PlanningCustomer and Client FocusClient Experience BrandingClient Solutions AdvisoryProcess ManagementDecision MakingPresentation SkillsProspectingFinancial AnalysisAttention to DetailCritical ThinkingPlanningMinimum Education Requirement:
High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)
Hours Per Week:40
Pay Transparency detailsUS - WA - Seattle - 401 Union St - Rainier Square (WA1510)Pay and benefits informationPay range$95,200.00 - $200,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.About Us
Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure.
Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.Regardless of the position you are interested in, the starting points to building your resume are the same:1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications.2. Think about why you can do the job and make a list of your skills that are relative to the job.3. Identify experiences or accomplishments that show your proficiency in the skills required for the job.4. Summarize your abilities, accomplishments and skills into a brief, concise document.
Considerations when writing a resume• Do be brief. Resumes should be 1-2 pages in length.• Do be upbeat and active in your wording.• Do emphasize what you have done clearly and concretely.• Do be neat and well organized.• Do have others proofread and critique your resume. Spell check. Make it error free.• Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible.• Don't be dishonest, always tell the truth about yourself in the most flattering light.• Don't include salary history or requirements.• Don't include references.• Don't include accomplishments that do not support your professional goals.•
Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.)• Don't use italics, underlining, shadows or other fancy treatments.Seven steps to a successful interview1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease.7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.
#J-18808-Ljbffr