Trust Associate

2 months ago

Hales, Norfolk, United Kingdom Bank of America Full time
{"title": "Trust Senior Associate", "description": "Job Summary

We are seeking a highly skilled Trust Senior Associate to join our team at Bank of America. As a key member of our Client Team, you will provide exceptional support to Senior Trust Officers and Trust Officers to meet clients\u2019 trust needs and expectations.

Key Responsibilities
  • Actively support Senior Trust Officers and Trust Officers to deliver generalist support and meet clients\u2019 trust needs and expectations.
  • Serve as an additional point of contact to clients and/or as backup for the Trust Officers.
  • Initiate and monitor client onboarding, including account opening and asset transfer, and handle client inquiries related to the onboarding process.
  • Responsible for complex party maintenance, administrative review, transaction processing and management, money movement, and specialized fiduciary transactions.
  • Perform servicing, fulfillment, and account maintenance activities, primarily trust/fiduciary-related, including PACE/Trust Web accounting transactions and deposits/transfers.
  • Proactively identify deepening opportunities while performing existing responsibilities and engaging in meaningful interactions.
  • Coordinate with Client Teams and partners to deliver an integrated service to the client and identify and resolve issues in an effective and timely manner.
  • Participate in Client Management Process (CMP) activities, including supporting delivering a branded client experience and meaningful interactions.
  • Ensure adherence to all internal policies and compliance to legal and regulatory requirements.
Qualifications
  • Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales.
  • Ability to successfully complete assessment of critical skills.
  • BS/BA degree in Business, Finance, Economics, or Law desired.
  • Ability to obtain and maintain SAFE Act registration.
Skills
  • Active Listening
  • Adaptability
  • Attention to Detail
  • Emotional Intelligence
  • Prioritization
  • Collaboration
  • Critical Thinking
  • Decision Making
  • Oral Communications
  • Written Communications
  • Drives Engagement
  • Innovative Thinking
  • Mentoring
  • Networking
  • Problem Solving
Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift and Hours

1st shift (United States of America)

40 hours per week

", "lang_code": "en-US"}

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