Regional Fiduciary Officer Position Available In Jackson, Missouri

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Company:
94-1687665 Bank of America, National Association
Salary:
$169000
JobFull-timeRemote

Job Description

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!

Job Description:

Primary responsibility for providing advice, guidance and training to Private Bank account teams and centralized units on technical fiduciary issues in support of sales efforts and administration processes across a fiduciary book of accounts within BANA’s risk profile. Assist account officers with exercise of fiduciary discretion and review of new business opportunities. Responsible for providing early intervention on fiduciary problems and risk matters. Serves as primary resource for comprehensive fiduciary and technical advice relating to the administration of Private Bank fiduciary accounts. In-depth knowledge of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal and state laws/regulations pertaining to fiduciaries.

Desired Qualifications:

5+ years’ experience as a practicing Trusts & Estates lawyer in private practice and/or time employed by a Bank, Private Wealth Management firm or Trust Company Experience working with trust officers/fiduciary specialists and making fiduciary related risk-reward decisions Demonstrated ability to intelligently and persuasively articulate positions and influence decision makers and management on all levels as well as COIs and other external partners Technical expertise in areas of fiduciary, planning, tax regulatory, legal and compliance Strong ability to work in partnership with other functions/roles, including Legal and Risk Understanding of when to escalate matters B.A. or B.S. (four-year undergraduate degree) and J.D. degree. Attorney licensed to practice law in at least one U.S. jurisdiction; familiarity with the Uniform Trust Code, the Uniform Principal & Income Act, and general fiduciary laws and principles.

Skills:

Advisory Critical Thinking Decision Making Interpret Relevant Laws, Rules, and Regulations Problem Solving Collaboration Customer and Client Focus Executive Presence Policies, Procedures, and Guidelines Relationship Building Adaptability Attention to

Detail Coaching Prioritization Written Communications Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

Education Requirements or Certifications:

For internal employees; participation in a work from home posture does not make you ineligible to post. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC.

Shift:

1st shift (United States of America)

Hours Per Week:

40 Pay Transparency details US

  • CA•Los Angeles•333 S HOPE ST•BANK
OF AMERICA PLAZA

(CA9193) Pay and benefits information Pay range $132,000.00

  • $206,000.

00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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

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