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Job Details

Senior Trust Officer

Company name
Bank of America Corporation

Experience
5 yrs required

Location
Norfolk, VA, United States

Employment Type
Full-Time

Industry
Legal

Posted on
Oct 07, 2021

Valid Through
Jan 20, 2022

Apply for this job






Profile

Senior Trust Officer

The candidate's duties include: Partner with PCAs to drive business development / close new Trust business in prospecting activities. 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 Bank of America’s Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.). Proactively identify and resolve client issues; Engage in high level trust administration; 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. Should have 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 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. Ability / drive to “ask for the order” to close sales; Good people/partner communication skills / team player. Knowledge of policies, procedures, regulatory requirements. High level of savvy and sophistication re: high net worth clients’ concerns / issues. Ability to communicate and connect with high net worth clients.

Additional Information

Ref : JR-21051014

Company info

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