Trust Officer II

Trust Officer II Bank of America - 3.8 Providence, RI Job Details Full-time $91,300 - $131,000 a year 16 hours ago Qualifications Opening bank accounts Business development management Managing customer accounts Branding Account maintenance Presentations for conferences or internal meetings Promoting bank products Money transfers Account development Mid-level Financial analysis High school diploma or GED Business development Portfolio management advisory services Client retention Investment client management Decision making Customer engagement Fiduciary duties Initial Contact (sales skills) Financial goal setting advisory services Prospecting Relationship management Business development within finance Client acquisition Investment risk management Client growth strategy Providing product information Regulatory compliance analysis Account management

Full 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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.

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

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

Shift:

1st shift (United States of America)

Hours Per Week:

40