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Senior Trust Officer
Conshohocken, PA Senior Trust Officer - Conshohocken, Pennsylvania Salary: Competitive, based on experience Experience: Minimum of 5 years in trust administration and estate planning, preferred Job Type: Full-Time Location: Conshohocken, Pennsylvania Company: Bank of America H1: Join Bank of America as a Senior Trust Officer in Conshohocken, Pennsylvania H2: Be a part of a diverse and inclusive workplace and help drive Responsible Growth Overview: Bank of America is a global financial institution with a common purpose to help make financial lives better through the power of every connection. As a company, we are devoted to providing a diverse and inclusive workplace for our employees and strive to be a great place to work for everyone. We hire individuals from a broad range of backgrounds and experiences and offer competitive benefits to support their physical, emotional, and financial well-being. Job Summary: The Senior Trust Officer at Bank of America is responsible for maintaining a book of fiduciary and investment management accounts. The primary responsibility of this role is the administrative and business development of complex IM&T accounts. The Senior Trust Officer works closely with the Market Trust Executive to ensure trust product awareness and education for clients, associates, and COIs (Centers of Influence). This position also involves working with high net worth clients and beneficiaries, handling regulatory and compliance procedures, and participating in new business development activities. Job Description: The Senior Trust Officer is a seasoned Trust Officer with a complex book of business and is expected to deepen relationships through estate and financial planning. In this role, the Senior Trust Officer works closely with local Private Bank teams to achieve strategic objectives and is accountable for trust product sales. This position also involves managing fiduciary risks and adhering to trust policies. The Senior Trust Officer is well-respected both internally and externally and has proven abilities to effectively partner with others. Key Responsibilities: - Partner with PCAs to drive business development and close new Trust business - Proactively identify opportunities to deepen relationships within the current client base - Meet with key clients periodically to maintain relationships and identify new business opportunities - Engage with other specialists within Bank of America’s Private Bank to meet client needs - Proactively resolve client issues and engage in high-level trust administration - Oversee risk management activities and identify at-risk clients - Communicate and connect with high net worth clients to understand their concerns and provide solutions Requirements: - Bachelor’s Degree and a minimum of 5 years of trust administration and estate planning experience, preferred - Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred Key Attributes/Competencies: - Technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning - Proactive approach to problem-solving - Ability to provide solutions within the Bank’s risk/reward profile - Good people/partner communication skills and ability to work well in a team - Knowledge of policies, procedures, and regulatory requirements - High level of understanding of high net worth clients’ concerns and issues - 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 Shift: 1st shift (United States of America) Hours Per Week: 40 Apply for this full-time position and join Bank of America as a Senior Trust Officer in Conshohocken, Pennsylvania. Travel may be required, approximately 5% of the time. SEO-friendly Job Title: - Senior Trust Officer - Conshohocken, Pennsylvania H1: Join Bank of America as a Senior Trust Officer in Conshohocken, Pennsylvania H2: Be a part of a diverse and inclusive workplace and help drive Responsible Growth Bold Headlines: - Responsible Growth at Bank of America - Diverse and Inclusive Workplace - Competitive Benefits Package - Senior Trust Officer Position in Conshohocken, Pennsylvania - Opportunity for Career Growth and Impact - Join a Global Financial Institution - Partner with Private Bank Teams for Strategic Objectives - Proactive Approach to Problem-Solving - Technical Expertise in Trust Administration and Fiduciary Law - Build and Maintain Relationships with High Net Worth Clients - Ensure Trust Policy Adherence and Manage Fiduciary Risks H1: Requirements for Senior Trust Officer Position H2: Education and Experience Required H2: Key Competencies and Attributes H1: Responsibilities of Senior Trust Officer H2: Key Duties and Objectives H2: Skills and Abilities Required H1: Apply for Senior Trust Officer Position at Bank of America H2: Full-Time Position with Competitive Salary H2: Travel Required for this Position H1: About Bank of America H2: Our Purpose and Values H2: Devotion to Diversity and Inclusion H2: Responsible Growth and Impact H2: Benefits and Opportunities for Employees |
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