Trust Officer II (TO II)

Bank of America•Jacksonville, FL

2d•Onsite

About The Position

Trust Officers focus on serving the personal trust and fiduciary needs of affluent clients as a single point of contact and will be responsible for interfacing with the client as required by the fiduciary relationship assigned. The role will have responsibilities including both ongoing administration/investment and deepening of existing relationships with the following primary objectives: Enhance the client experience by building and maintaining strong client relationships, deepening their relationships across a spectrum of needs and assist in development or referral of client solutions as needed by client. The Trust Officer role will be service focused and will leverage support teams on client servicing needs while often being the primary point of contact to the client. This role will have higher gearing (approximately 275-350 core client accounts).

Requirements

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 written skills.
Demonstrates the ability to communicate complex issues in a clear, understandable manner.
Demonstrates accuracy, thoroughness, and completeness in all tasks.
Excellent organizational, prioritization and time management skills.
Detail oriented, with consistent follow-up skills.
Able to develop trust, rapport, and respect with clients and internal partners.
Develops strong interpersonal relationships and fosters collaboration among team members and business partners supporting the enterprise and Private Bank objectives.
Computer literate with preferred capabilities to run sophisticated trust applications and systems.
High School Diploma / GED / Secondary School or equivalent.

Nice To Haves

BS/BA degree strongly preferred.
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

Responsibilities

Serving the personal trust and fiduciary needs of affluent clients as a single point of contact.
Interfacing with the client as required by the fiduciary relationship assigned.
Ongoing administration/investment and deepening of existing relationships.
Enhancing the client experience by building and maintaining strong client relationships.
Deepening client relationships across a spectrum of needs.
Assisting in development or referral of client solutions as needed by client.
Leveraging support teams on client servicing needs.
Being the primary point of contact to the client.