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Senior Trust Officer

Location
Melville, New York
Job Type
Permanent
Posted
2 Jan 2022

Job Description:

Description: The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients.

Credentials / Experience:

  • Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification)
  • Minimum of 8 years of trust administration and estate planning experience

Key attributes / competencies:

  • Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
  • Initiative/proactive approach to problem solving
  • Creative though prudent approach to providing solutions within Bank's risk/reward profile
  • Ability / drive to "ask for the order' to close sales
  • Good people/partner communication skills / team player
  • Knowledge of policies, procedures, regulatory requirements
  • High level of savvy and sophistication re: high net worth clients' concerns / issues
  • Ability to communicate and connect with high net worth clients

Key Responsibilities:

  • Partner with PCAs to drive business development / close new Trust business in prospecting activities
  • Proactively identify and harvest opportunities to deepen relationships within current client base
  • Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice
  • Proactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)
  • Proactively identify and resolve client issues
  • Engage in high level trust administration; oversee all administration activities
  • Document interpretation
  • Oversee risk management activities
  • Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention​

Job Band:

H4

Shift:

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

2500

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Job Description:

Description: The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients.

Credentials / Experience:

  • Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification)
  • Minimum of 8 years of trust administration and estate planning experience

Key attributes / competencies:

  • Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
  • Initiative/proactive approach to problem solving
  • Creative though prudent approach to providing solutions within Bank's risk/reward profile
  • Ability / drive to "ask for the order' to close sales
  • Good people/partner communication skills / team player
  • Knowledge of policies, procedures, regulatory requirements
  • High level of savvy and sophistication re: high net worth clients' concerns / issues
  • Ability to communicate and connect with high net worth clients

Key Responsibilities:

  • Partner with PCAs to drive business development / close new Trust business in prospecting activities
  • Proactively identify and harvest opportunities to deepen relationships within current client base
  • Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice
  • Proactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)
  • Proactively identify and resolve client issues
  • Engage in high level trust administration; oversee all administration activities
  • Document interpretation
  • Oversee risk management activities
  • Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention​

Job Band:

H4

Shift:

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

2500

Job Description: Description: The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients.

Credentials / Experience:

  • Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification)
  • Minimum of 8 years of trust administration and estate planning experience

Key attributes / competencies:

  • Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
  • Initiative/proactive approach to problem solving
  • Creative though prudent approach to providing solutions within Bank's risk/reward profile
  • Ability / drive to "ask for the order' to close sales
  • Good people/partner communication skills / team player
  • Knowledge of policies, procedures, regulatory requirements
  • High level of savvy and sophistication re: high net worth clients' concerns / issues
  • Ability to communicate and connect with high net worth clients

Key Responsibilities:

  • Partner with PCAs to drive business development / close new Trust business in prospecting activities
  • Proactively identify and harvest opportunities to deepen relationships within current client base
  • Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice
  • Proactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)
  • Proactively identify and resolve client issues
  • Engage in high level trust administration; oversee all administration activities
  • Document interpretation
  • Oversee risk management activities
  • Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention​

Shift:

1st shift (United States of America)

Hours Per Week:

40

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Details

  • Job Reference: 462784820-2
  • Date Posted: 2 January 2022
  • Recruiter: Bank of America
  • Location: Melville, New York
  • Salary: On Application
  • Sector: Administration
  • Job Type: Permanent