Senior Trust Officer Position Available In DeKalb, Georgia

Job Description:

Job Description:

At Bank of America, we are guided by a commonpurpose to help make financial lives better through the power ofevery connection. Responsible Growth is how we run our company andhow we deliver for our clients, teammates, communities andshareholders every day.

One of the keys to driving ResponsibleGrowth is being a great place to work for our teammates around theworld. We’re devoted to being a diverse and inclusive workplace foreveryone. We hire individuals with a broad range of backgrounds andexperiences and invest heavily in our teammates and their familiesby offering competitive benefits to support their physical,emotional, and financial well-being.

Bank of America believes bothin the importance of working together and offering flexibility toour employees. We use a multi-faceted approach for flexibility,depending on the various roles in our organization.

Working at Bankof America will give you a great career with opportunities tolearn, grow and make an impact, along with the power to make adifference. Join us!

This job is responsible for managing a book offiduciary and investment management accounts for high-net-worthclients and beneficiaries involving multi-generational families.

Key responsibilities include overseeing the administration andbusiness development of complex investment management and trustaccounts and working with team members to assure trust productawareness and education of clients, associates, and Centers ofInfluence. Job expectations include working with teams to drivebusiness development and retention, assisting clients with wealthplanning needs, and managing risk.

Job DescriptionThis job isresponsible for managing a book of fiduciary and investmentmanagement accounts for high-net-worth clients and beneficiariesinvolving multi-generational families. Key responsibilities includeoverseeing the administration and business development of complexinvestment management and trust accounts and working with teammembers to assure trust product awareness and education of clients,associates, and Centers of Influence. Job expectations includeworking with teams to drive business development and retention,assisting clients with wealth planning needs, and managingrisk.

Responsibilities:

Provides fiduciary administration support including the reviewof trust instruments, participating in matters where the trustee isexercising discretion, managing risk, and conducting periodic trustreviews Supports investment management accounts including thecoordination of opening and closing accounts, money movement, andaccount maintenance Engages with clients and prospects to build and transfer wealthtailored to their unique goals, while delivering a high-qualityexperience Ensures compliance with regulatory and legal requirementsrelated to client accounts and portfolios Identifies and develops new business opportunities by pursuingnew or expanded relationships with existing clients andprospectsKey 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 withinBank’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 worthclients’ concerns / issues Ability to communicate and connect with high-net-worthclients

Desired Skills:

Bachelor’s Degree OR equivalent business experience, preferablya minimum of 5 years of trust administration and estate planningexperience Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6months 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 PlanningMinimum Education Requirement:

High School Diploma /GED / Secondary School or equivalent

Shift:

1st shift (United Statesof America)

Hours Per Week:

40