2 days old
2017-12-122018-01-11

Trust Relationship Officer I - Providence, RI

Bank of America
Providence, RI
  • Job Code
    bankofamerica-17066598ProvidenceRI
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Company Bank of America

Job Title Trust Relationship Officer I - Providence, RI

Jobid bankofamerica-17066598ProvidenceRI

Location: Providence, RI, 02940, USA

Description **Job Description:**



**Business Overview**



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.



**Job Description**



Responsible for trust and investment management for a less complicated book of accounts within Centralized Trust Administration. Primary responsibilities include trust product fulfillment, end-to-end processing, welcome calls for migrating and new accounts, client connections, proactive letters/cards, discretionary processing, complex research, fee processing, monitoring initial funding and investments for new/split accounts and participation in client focus meeting planning and presentation sessions. Individual may work under the guidance of CRT Team Leader or FSO. Typically has 2 or more years of Personal Trust Administration or related experience. Non-licensed associate.



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 the 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.



**Required Skills**



+ **3+ years work experience with proven success in personal trust role**

+ 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** : 09/28/2017



**Location** :

Providence, RI, 1 FINANCIAL PLZ (RI1537),

- 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.



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Trust Relationship Officer I - Providence, RI

Bank of America
Providence, RI

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Bank of America
Providence, RI

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