Wealth Trust Officer II — Private Banking

Bank of America Corporation; Jacksonville (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America Corporation in Jacksonville, FL is looking for a Trust Officer II to serve the personal trust and fiduciary needs of affluent clients. This role will focus on enhancing client relationships while managing fiduciary responsibilities and compliance.

The ideal candidate will have 3-5 years of relevant experience, a solid understanding of trust products, and excellent communication skills. This position offers career growth and opportunities to make an impact in a collaborative environment.

Qualifications

• 3-5 years of trust specific work experience with proven success in a personal trust role.
• Solid understanding of trust product capabilities.
• Excellent communication and organizational skills.

Responsibilities

• Provide fiduciary administration support and manage risk.
• Support investment management accounts and ensure compliance.
• Identify and develop new business opportunities with clients.

Skills

Business Development

Client Management

Customer and Client Focus

Risk Management

Wealth Planning

Attention to Detail

Financial Analysis

Critical Thinking

Education

BS/BA degree

High School Diploma / GED

Job description

Bank of America Corporation in Jacksonville, FL is looking for a Trust Officer II to serve the personal trust and fiduciary needs of affluent clients. This role will focus on enhancing client relationships while managing fiduciary responsibilities and compliance.

The ideal candidate will have 3-5 years of relevant experience, a solid understanding of trust products, and excellent communication skills. This position offers career growth and opportunities to make an impact in a collaborative environment.