Bank Of America Trust Officer II 

United States, Texas, Dallas 

932305053

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

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)