Trust Officer II (TO II)

Bank of America•Jacksonville, FL

7h•Onsite

About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Trust Officer II (TO II), Private Bank, Trust Center, Jacksonville, FL - 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 is required.
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.

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

Serve the personal trust and fiduciary needs of affluent clients as a single point of contact.
Interface with the client as required by the fiduciary relationship assigned.
Ongoing administration/investment and deepening of existing relationships.
Enhance the client experience by building and maintaining strong client relationships.
Deepen client relationships across a spectrum of needs.
Assist in development or referral of client solutions as needed by client.
Leverage support teams on client servicing needs.
Act as the primary point of contact to the client.