Delaware 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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Delaware Trust Officer II (Delaware TO II), Wilmington -
The Delaware Trust Officer II (Delaware TO II) maintains a trust book of fiduciary and investment management accounts. The Delaware TO II works closely with national Private Bank and ML Financial Advisors teams to achieve strategic objectives of the Private Wealth Management markets overall. The Delaware
TO II's primary responsibilities are the administration of the Delaware IM&T book, as well as, working with the client teams to facilitate Delaware Trust Book growth. The Delaware TO II works with the Private Client Advisors/Client Team or ML Financial Advisors and/or national MTE, MTTL or TTL to assure trust product awareness and education of clients and Private Bank associates in the markets. Responsible for the Delaware TO II book, management of fiduciary risks and trust policy adherence. Must have the ability to partner effectively.
CTFA preferred.
Skills:
- Account Management
- Analytical Thinking
- Attention to Detail
- Client Management
- Customer and Client Focus
- Active Listening
- Collaboration
- Critical Thinking
- Prioritization
- Relationship Building
- Mentoring
- Oral Communications
- Organizational Effectiveness
- Problem Solving
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For 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:
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