Senior Trust Officer-ML - White Plains, NY

Bank of America

White Plains, NY
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Job Details

Company Bank of America

Job Title Senior Trust Officer-ML - White Plains, NY

Jobid bankofamerica-17002891WhitePlainsNY

Location: White Plains, NY, 10606, 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**

The Senior Trust Officer - ML is among the most experienced administration officer in any given geographical region. The expectation is that this individual will manage the most complicated and/or sensitive accounts and interface with prominent high net worth Advisory teams to facilitate client relationship management.

**Key Responsibilities**

+ Partner with Trust Specialists and Merrill Lynch advisors to drive business development / close new Trust business.

+ Meet with key clients periodically to maintain relationships and identify issues or new business opportunities, and provide trust, estate, and wealth transfer planning advice

+ Proactively identify client issues

+ Provide high level service to Merrill Lynch advisors and clients

+ Engage in high level trust administration; oversee all administration activities

+ Document interpretation

+ Oversee risk management activities


+ 5 + years of technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning

+ Proactive approach to problem solving

+ Creative and prudent approach to providing solutions within Banks risk/reward profile

+ Ability and drive to close sales

+ Good communication skills / team player / good partner

+ Knowledge of policies, procedures, regulatory requirements

+ Ability to communicate and connect with high net worth clients

**Posting Date** : 05/15/2017

**Location** : US-NY-White Plains

**Travel** : Yes, 25% of the time

**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 .

**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 section for answers to these questions and more.

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.

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