1 day old
2017-12-102018-01-09

Senior Trust Officer-Walnut Creek

Bank of America
Walnut Creek, CA
  • Job Code
    bankofamerica-17070395WalnutCreekCA
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Company Bank of America

Job Title Senior Trust Officer-Walnut Creek

Jobid bankofamerica-17070395WalnutCreekCA

Location: Walnut Creek, CA, 94597, USA

Description **Job Description:**



**Job 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.



**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



**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



**Qualifications:**



+ Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification)

+ Minimum of 5 years of trust administration and estate planning experience



Bank of America will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law applicable to Bank of America.



**Posting Date** : 10/17/2017



**Location** :

Walnut Creek, CA, 1331 N CALIFORNIA BLVD (CA4813),

San Francisco, CA, 555 California St (CA5705),

- United States



**Travel** : Yes, 10% of the time



**Full / Part-time** : Full time



**Hours Per Week** : 40



**Shift** : 1st shift



**Assistance for Applicants with Disabilities**



Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .



**Diversity & Inclusion**



At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



**Frequently Asked Questions**



Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.



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Senior Trust Officer-Walnut Creek

Bank of America
Walnut Creek, CA

Share this job

Senior Trust Officer-Walnut Creek

Bank of America
Walnut Creek, CA

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