23 days old

Senior Trust Officer

Little Rock, AR 72205
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Senior Trust Officer



Little Rock, Arkansas



**Job Description:**



**Job Description**



The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients.



**Key Responsibilities**



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 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



**Requirements**



Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification)



Minimum of 8 years of trust administration and estate planning experience



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 Banks 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



**_Enterprise 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._



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



Full time



JR-20005759



Manages People: No



Travel: No



Talent Acquisition Contact:



Referral Bonus:











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 at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .


To view the "EEO is the Law" Supplement, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.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 Americas Drug-free workplace and alcohol policy, CLICK HERE .

Categories

Industry

  • Banking / Finance
Posted: 2020-02-01 Expires: 2020-03-02

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Senior Trust Officer

Bank of America
Little Rock, AR 72205

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