Bank of America Trust Relationship Officer II - Dallas, TX in Dallas, Texas
U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.
U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.
Trust Relationship Officers focus on serving the 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 Relationship Officer role will be service focused with requisite sales goals, primarily focused on cross penetration. The TRO will leverage support teams on client servicing needs while being the primary point of contact to the client. This role will have higher gearing (approximately 300-350 core client accounts).
3-5 years of training or work experience, with proven success, in personal trust role REQUIRED.
Solid understanding of Trust Product capabilities and enthusiastic about opportunities to serve the Trust needs of clients
Excellent communication and written skills
Demonstrated ability to communicate complex issues in a clear, understandable manner
Demonstrated accuracy and completeness in all tasks, and follows up as appropriate.
Excellent organizational, prioritization and time management skills, detailed oriented, with good follow-up skills
Able to develop trust, rapport and respect with clients and team members
Develop strong interpersonal alliance and fosters collaboration among team members and business partners and supports enterprise view to support GWIM objectives.
Computer literate with preferred capabilities to run sophisticated trust and estate software for prospect/client consulting and preparing presentation tools for prospect/client meetings
Posting Date : 03/01/2018
Dallas, TX, BANK OF AMERICA PLAZA, 901 MAIN ST,
- United States
Travel : No
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.