Bank of America
Trust Officer II
Bank of America, Dallas, Texas, United States, 75215
Trust Officer II
Dallas, Texas;Fort Worth, Texas
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!
Job Summary:
The Trust Officer is an experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and provide advisory consultation to clients.
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
Key Attributes / Competencies:
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
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .
To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Dallas, Texas;Fort Worth, Texas
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!
Job Summary:
The Trust Officer is an experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and provide advisory consultation to clients.
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
Key Attributes / Competencies:
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
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .
To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.