Senior Trust Officer
1 month ago
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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us
Job Description:
The Senior Trust Officer (STO) maintains a trust book and is a seasoned Trust Officer in the market. STO works closely with local Private Bank teams to achieve strategic objectives of PWM market overall. The STOs primary responsibility is the administration and business development of the IM&T book. The STO will have a complex book of business and will be expected to deepen his or her relationships through estate and financial planning. STO leads, and is accountable for, trust product sales and working with MTE, MTTL or TTL to assure trust product awareness and education of clients and Private Bank associates in market. Responsible for the STO books management of fiduciary risks and trust policy adherence. Well-respected internally and externally with proven ability to partner effectively.
Partner with PCAs to drive business development / close new Trust business in prospecting activitiesProactively 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 adviceProactively engage other specialists within Bank of America s Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)Proactively identify and resolve client issuesEngage in high level trust administration; oversee all administration activitiesDocument interpretationOversee risk management activitiesIdentify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retentionRequirements:Bachelor s Degree and a minimum of 5 years of trust administration and estate planning experience, preferred.Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred.
Key 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 profileAbility / drive to ask for the order to close salesGood people/partner communication skills / team playerKnowledge of policies, procedures, regulatory requirementsHigh level of savvy and sophistication re: high net worth clients concerns / issuesAbility to communicate and connect with high net worth clientsSkills:Business DevelopmentClient ManagementCustomer and Client FocusRisk ManagementWealth PlanningClient Experience BrandingClient Solutions AdvisoryDecision MakingPresentation SkillsProcess ManagementAttention to DetailCritical ThinkingFinancial AnalysisPlanningProspectingShift:1st shift (United States of America)Hours Per Week: 40
-
Financial Trust Advisor
2 weeks ago
Dallas, Texas, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Trust Assistant
2 days ago
Dallas, Texas, United States Guaranty Bank & Trust Full timeAbout Guaranty Bank & TrustWe are a respected financial institution that supports innovation, promotes collaboration, is environmentally responsible, technology driven, ethical, and is willing to invest in your career.Job SummaryWe are currently seeking a highly skilled and detail-oriented Trust Assistant to join our Trust & Wealth Management Department. The...
-
Trust Officer II
1 month ago
Dallas, Texas, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Dallas, Texas, United States Crow Holdings Full timePosition Overview: The Senior Vice President, Trust and Estate Management will operate under the general guidance of the Director of Trust and Estate Management. This role is pivotal in all aspects of formulating, executing, and overseeing the estate and trust affairs of the Crow family. Crow Holdings is in search of an experienced professional eager to...
-
Senior Wealth Management Consultant
2 weeks ago
Dallas, Texas, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Senior Banking Executive
2 weeks ago
Dallas, Texas, United States Northern Trust Corp Full timePosition Overview:The Senior Banking Director plays a pivotal role in fostering new client relationships for Northern Trust's private banking division. This position involves overseeing and mentoring a team of banking professionals, with a focus on expanding the banking portfolio, which includes loans, deposits, and fees, while also promoting trust and...
-
Senior Banking Executive
2 weeks ago
Dallas, Texas, United States Northern Trust Corp Full timePosition Overview:The Senior Banking Executive plays a pivotal role in cultivating new client relationships for Northern Trust's private banking division. This individual will lead and manage a team of banking professionals, focusing on expanding the banking portfolio, which includes loans, deposits, and fees, while also promoting trust and investment...
-
Office Reception Specialist
2 weeks ago
Dallas, Texas, United States Quest Trust Company Full timePosition: Receptionist for Client EngagementLocation: Dallas, TexasExperience Level: Entry-levelCompensation: Pay: $15/hr - $20/hr DOEAbout Quest Trust Company:At Quest Trust Company, we are dedicated to providing an exceptional work environment that emphasizes excellence, ambition, collaboration, and a positive culture. We prioritize education and training,...
-
Senior Banking Executive
2 weeks ago
Dallas, Texas, United States Northern Trust Corp Full timePosition Overview:The Senior Banking Director is tasked with cultivating new partnerships for the private banking division of Northern Trust. This role encompasses the leadership and management of a team of banking professionals, with a focus on expanding the banking portfolio, which includes loans, deposits, and fees, while also promoting trust and...
-
Senior Office Coordinator
2 weeks ago
Dallas, Texas, United States A3 Staffing Solutions Full timePosition OverviewWe are seeking a Senior Office Coordinator to enhance our operational efficiency and client relations at A3 Staffing Solutions. The ideal candidate will possess exceptional organizational skills and the ability to thrive in dynamic environments.Key Responsibilities:Maintain a high level of organization and efficiency in a fast-paced...
-
Senior Compliance Officer
4 days ago
Dallas, Texas, United States Welltower Full timeJob Summary Welltower is seeking a highly skilled and experienced Senior Compliance Officer to lead the development and implementation of a comprehensive compliance program. This position plays a pivotal role in ensuring adherence to regulatory requirements and industry standards within the healthcare real estate sector. Key Responsibilities Develop,...
-
Compliance Officer
6 days ago
Dallas, Texas, United States Discovery Senior Living Full timeJob SummaryDiscovery Senior Living is seeking a highly skilled and experienced professional to join our legal team as a Compliance Officer or Compliance Manager. This is a unique opportunity to work with a leading senior housing provider and contribute to the development and implementation of our Compliance Program.About Discovery Senior LivingDiscovery...
-
Trust Services Administrator
2 weeks ago
Dallas, Texas, United States Security National Bank Full timeJob OverviewAt Security National Bank, a family-owned institution with a rich history since 1964, we prioritize relationships and embrace the unique qualities of our team members. As we expand into new markets, we invite you to become a part of our growing family. We are a community bank providing a wide range of financial services including personal,...
-
Safety and Security Officer
2 weeks ago
Dallas, Texas, United States Five Star Senior Living Full timeJoin Our Mission At Five Star Senior Living, our dedicated team members are the heartbeat of our community, bringing energy, compassion, and commitment to enhancing the lives of those we serve. We believe in fostering personal and professional development within a nurturing environment that supports the growth of our employees as well.The Role The Security...
-
Senior Commercial Loan Officer
2 weeks ago
Dallas, Texas, United States Babich & Associates Full timeSenior Commercial Loan Officer PositionJoin a thriving community banking institution focused on expanding its footprint in the local markets. We are seeking a skilled and experienced Senior Commercial Loan Officer to play a pivotal role in our growth strategy.Experience Required: A minimum of 5 years in the commercial lending sector, particularly in...
-
Senior HVAC Technician
5 days ago
Dallas, Texas, United States Erickson Senior Living Full timeAbout the RoleWe are seeking a highly skilled Senior HVAC Mechanic to join our team at Erickson Senior Living. As a Senior HVAC Mechanic, you will be responsible for the safe operation and maintenance of all major HVAC equipment, including heat pumps, refrigeration equipment, and building automation systems.Key ResponsibilitiesPerform routine maintenance and...
-
Senior Commercial Loan Officer
2 weeks ago
Dallas, Texas, United States Babich & Associates Full timeSenior Commercial Loan Officer - Babich & AssociatesBabich & Associates is on the lookout for a Senior Commercial Loan Officer to enhance their dynamic team. The ideal candidate will possess a minimum of 5 years of expertise in securing Commercial Real Estate transactions. We are particularly interested in individuals who have undergone credit training and...
-
Trust and Estate Planning Executive
4 days ago
Dallas, Texas, United States Crow Holdings Full timeAbout Crow HoldingsCrow Holdings is a leading real estate investment and development firm with a strong presence in the industry. With a broad range of investment strategies and a diversified portfolio, the company is well-positioned to capitalize on emerging trends and opportunities.Job SummaryThe Vice President, Estate Planning and Trust Administration...
-
Senior Judicial Officer
2 weeks ago
Dallas, Texas, United States Dallas County Full timeOverviewAs a Senior Judicial Officer, you will be responsible for supervising the execution of hearings and determining facts and legal conclusions in cases involving alleged breaches of criminal law.Key ResponsibilitiesSupervise magistrates and judicial matters requiring intervention before resolution.Oversee magistrates conducting hearings and trials,...
-
Senior Judicial Officer
7 days ago
Dallas, Texas, United States Dallas County Full timePosition OverviewAs a Senior Judicial Officer, you will be responsible for supervising the proceedings of hearings and establishing factual findings and legal conclusions in cases concerning breaches of criminal statutes.Key ResponsibilitiesManage magistrates and judicial matters requiring intervention before case resolution.Oversee magistrates conducting...