Trust Officer II (TO II), Private Bank

Back to search results Trust Officer II (TO II), Private Bank Dallas, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Job Description: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 Regional Trust Center, Dallas, TX -The Trust Officer II (TO II) serves as the primary relationship manager for a book of trusts, investment management, IRA and other fiduciary accounts. The role is responsible for delivering exceptional client service, ensuring compliance with fiduciary standards, administering complex trust relationships, identifying opportunities to deepen client relationships, and coordinating with internal partners to provide comprehensive wealth management solutions. Identifies opportunities for new fiduciary, investment, banking, and planning relationships. The Trust Officer works closely with Trust Senior Associate, Portfolio Managers, Wealth Strategists, and Banking partners to meet clients' evolving fiduciary, wealth and estate planning needs.Responsibilities:Proactively identify and harvest opportunities to deepen relationships within current client baseMeet with key clients periodically to maintain relationships and identify issues, new business opportunities, and provide trust, estate, and wealth transfer planning guidanceProactively engage other specialists within the Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)Fiduciary decision makingProactively identify and resolve client issuesDocument interpretationOversee risk management activitiesIdentify at-risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retentionEnsure fiduciary accounts are administered in accordance with governing documents, applicable laws, regulations, and bank policiesConduct periodic account reviews and participate in fiduciary risk discussionsEscalate and resolve fiduciary, legal, regulatory, and reputational risk issuesOversee all administrative tasks on assigned accounts, with the support of a dedicated Trust Senior AssociateQualifications / Desired Skills:Fiduciary professional with CTFA, JD or related degrees preferred3-5+ years of trust administration, estate planning, fiduciary, private banking, or wealth management experience preferredCTFA, JD, MBA, advanced degree or trust and estate designation preferredKey Attributes / Competencies:Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planningInitiative/proactive approach to problem solvingCreative though prudent approach to providing solutions within Bank's risk/reward profileExcellent communication and relationship management skills; effective collaborator and team player.Knowledge of policies, procedures, regulatory requirementsAbility to communicate, connect and deepen relationshipsSkills:Business DevelopmentClient ManagementCustomer and Client FocusRisk ManagementWealth PlanningClient Experience BrandingClient Solutions AdvisoryDecision MakingPresentation SkillsProcess ManagementAttention to DetailCritical ThinkingFinancial AnalysisPlanningProspectingMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentFor internal employees: participation in a work from home posture does not make you eligible to post.Shift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Full time JR-26034260 Manages People: No Travel: No Age requirement: Must at least be 18 years of age. Share: Save job Job saved