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Trust Officer II- Charleston, SC

Expired Job

Bank Of America Corporation Charleston , SC 29402

Posted 3 months ago

Job Description:

Job Description:

The Trust Officer is an experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and provide advisory consultation to clients.

  • 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

Requirements:

Credentials / Experience

  • Fiduciary professional with CTFA, CFP, AEP, JD, or CPA
  • Minimum of 4 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

Posting Date: 09/26/2018

Location: Charleston, SC, 200 Meeting Street BC, 200 Meeting St, Columbia, SC, BANK OF AMERICA TOWER, 1301 GERVAIS ST, - United States

Travel: Yes, 10% of the time

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift


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Trust Officer II- Charleston, SC

Expired Job

Bank Of America Corporation