Trust Officer II (TO II) Position Available In Duval, Florida

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Trust Officer II (TO II), Private Banking, Jacksonville, FL – Trust Officers focus on serving the personal trust and fiduciary needs of affluent clients as a single point of contact and will be responsible for interfacing with the client as required by the fiduciary relationship assigned. The role will have responsibilities including both ongoing administration/investment and deepening of existing relationships with the following primary objectives: Enhance the client experience by building and maintaining strong client relationships, deepening their relationships across a spectrum of needs and assist in development or referral of client solutions as needed by client. The Trust Officer role will be service focused and will leverage support teams on client servicing needs while often being the primary point of contact to the client. This role will have higher gearing (approximately 275-350 core client accounts).

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 Works with Market leaders and engages clients and prospects to plan, 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

Requirements:

3-5 years of trust specific work experience with proven success in a personal trust role is required. Solid understanding of trust product capabilities and enthusiastic about opportunities to serve the needs of trust clients. Excellent communication and written skills. Demonstrates the ability to communicate complex issues in a clear, understandable manner. Demonstrates accuracy, thoroughness, and completeness in all tasks. Excellent organizational, prioritization and time management skills, detail oriented, with consistent follow-up skills. Able to develop trust, rapport, and respect with clients and internal partners. Develops strong interpersonal relationships and fosters collaboration among team members and business partners supporting the enterprise and Private Bank objectives. Computer literate with preferred capabilities to run sophisticated trust applications and systems. BS/BA degree strongly preferred.

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 Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent For internal employees: participation in a work from home posture does not make you eligible to post.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Privacy Statement:

https://careers.bankofamerica.com/en-us/privacy-notice 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! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Diversity and Inclusion Each employee brings unique skills, background and opinions. We see diversity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe.

Pay Transparency:

https://careers.bankofamerica.com/en-us/pay-transparency