Trust Officer II

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!

• →Minimum of three years of trust administration and estate planning experience
• →Working knowledge of trust administration, fiduciary law, and estate and wealth transfer planning
• →Knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios
• →Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects
• →Demonstrates initiative and a proactive approach to problem solving
• →Creative though prudent approach to providing solutions within the bank’s risk/reward profile
• →Proven ability to confidently close sales and meet or exceed revenue targets
• →Has good people/partner communication skills and is a team player
• →Ability to communicate and connect with high-net-worth clients

• Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA
• Bachelor’s Degree or equivalent business experience in High-Net-Worth Trust environment​