- 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
- 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.
- 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
- 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
-
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Senior Trust Officer - Charlotte, United States - Bank of America
Description
Senior Trust OfficerCharlotte, North Carolina
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 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.
Job Description:
The Senior Trust Officer (STO) maintains a trust book and is a seasoned Trust Officer in the market. STO works closely with local Private Bank teams to achieve strategic objectives of PWM market overall. The STOs primary responsibility is the administration and business development of the IM&T book.
The STO will have a complex book of business and will be expected to deepen his or her relationships through estate and financial planning.
STO leads, and is accountable for, trust product sales and working with MTE, MTTL or TTL to assure trust product awareness and education of clients and Private Bank associates in market.
Responsible for the STO books management of fiduciary risks and trust policy adherence. Well-respected internally and externally with proven ability to partner effectively.Requirements:
Key attributes / competencies
:
Skills:
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 ) .To view the "EEO is the Law" Supplement, CLICK HERE \_EEO\_Supplement\_Final\_JRF\_QA\) .
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 .
