Senior Trust Officer Job at Bank of America Corporation, Wichita, KS

N2d3YnZoQitiR3V3WS9QVktGSEUxVkZS
  • Bank of America Corporation
  • Wichita, KS

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 Description

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.

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 reviews
  • Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance
  • Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience
  • Ensures compliance with regulatory and legal requirements related to client accounts and portfolios
  • Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects

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


Desired Skills:

  • Bachelor’s Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience
  • Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred

Skills:

  • Risk Management
  • Business Development
  • Client Management
  • Wealth Planning
  • Customer and Client Focus
  • Client Experience Branding
  • Client Solutions Advisory
  • Process Management
  • Decision Making
  • Presentation Skills
  • Prospecting
  • Financial Analysis
  • Attention to Detail
  • Critical Thinking
  • Planning

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Job Tags

Full time, Shift work, Day shift,

Similar Jobs

Griswold Home Care for Fort Worth & Southlake

Mandarin Chinese - Speaking Caregiver Needed in Flower Mound 75028 Job at Griswold Home Care for Fort Worth & Southlake

*** Must be able to speak mandarin Chinese **** Full time and part time caregiver needed immediately. Griswold Home Care, a leading in-home care provider, is seeking a compassionate and dedicated CNA/Caregiver to join our team in North Fort Worth and surrounding... 

DiGeronimo Companies

Security Guard (Independence Excavating) Job at DiGeronimo Companies

 ...Security Guard Are you ready to take your career to the next level with Independence Excavating? We are seeking a Security Guard...  ...has been laying the groundwork for excellence on heavy civil construction and demolition projects for over 65 years. We combine innovations... 

DENTAL SEARCH INC

Part-Time Dental Receptionist Job at DENTAL SEARCH INC

 ...dedicated dental professionals. We are currently seeking Dental Receptionists. Why apply? Competitive Pay General Practice...  ...attitude. Reliable and ability to work independently as well as part of a team. Good written and verbal communication skills... 

MAU Workforce Solutions

Electronics Design Engineer Job at MAU Workforce Solutions

MAU is hiring an Electronic Design Engineer for our client in Indianapolis, IN. As an Electronics Design Engineer, will be responsible for the design and development of electronic hardware circuits, including analog, digital, mixed-signal (ADCs/DACs), and power supply... 

Arraya Solutions

Cyber security analyst Job at Arraya Solutions

 ...leading Mid-Atlantic technology consulting firm and managed services provider located just outside Philadelphia is looking for a Cyber Security Analyst I to join our Managed Services team! Our culture embraces change, values family, and fosters active community...