Delaware Senior Trust Officer | Private Bank Expert

Bank of America; Wilmington (NC); Vor Ort; USD 110.000 - 150.000; Vollzeit

Zusammenfassung

Bank of America seeks a Delaware Senior Trust Officer to manage a complex trust book and deliver Delaware Trust Law expertise to national markets. You will collaborate with Private Bank teams and fiduciary advisors to drive trust book growth and manage fiduciary risk.

You will mentor junior associates, coordinate with tax teams, and ensure policy adherence while delivering exceptional client service across a multi‑state platform.

Qualifikationen

• 7+ years of trust experience.
• Bachelor’s degree or equivalent; CTFA or JD highly preferred.

Aufgaben

• Work closely with clients, their attorneys and other professional advisors to understand comprehensive estate plans and provide superior client service.
• Respond to beneficiary requests including discretionary distributions; prepare distribution requests and document dispositive language in the trust agreement.
• Perform annual account reviews for compliance with trust provisions and regulations; use risk management tools to monitor accounts.
• Communicate with investment advisors and financial professionals regarding investment matters and liquidity needs.
• Open trust accounts with the Account Opening Group and ensure proper setup of records and tax information.
• Mentor junior associates and contribute ideas to improve systems and processes.

Kenntnisse

Account Management

Analytical Thinking

Attention to Detail

Client Management

Customer and Client Focus

Active Listening

Collaboration

Critical Thinking

Prioritization

Relationship Building

Mentoring

Oral Communications

Organizational Effectiveness

Problem Solving

Written Communications

Ausbildung

Bachelor’s degree or equivalent; CTFA or JD highly preferred

Jobbeschreibung

Bank of America seeks a Delaware Senior Trust Officer to manage a complex trust book and deliver Delaware Trust Law expertise to national markets. You will collaborate with Private Bank teams and fiduciary advisors to drive trust book growth and manage fiduciary risk.

You will mentor junior associates, coordinate with tax teams, and ensure policy adherence while delivering exceptional client service across a multi‑state platform.