Bank of America

Delaware Trust Officer II

Bank of America

Wilmington, DE, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you an experienced trust professional looking for a new opportunity? Bank of America is seeking a Trust Officer II to join our team in Delaware. In this role, you will have the opportunity to work closely with high net worth clients, providing expert guidance and support in managing their trust and estate needs. Our ideal candidate is a driven and detail-oriented individual with a strong background in trust administration and a passion for delivering exceptional client service. If this sounds like you, we would love to hear from you.

  1. Manage and oversee a portfolio of trust accounts for high net worth clients.
  2. Provide expert guidance and support to clients in managing their trust and estate needs.
  3. Collaborate with internal teams and external partners to ensure efficient and effective trust administration.
  4. Develop and maintain strong relationships with clients, acting as their primary point of contact for trust-related matters.
  5. Stay up-to-date on industry regulations and changes in trust and estate laws to ensure compliance.
  6. Conduct thorough reviews of trust documents and legal agreements to ensure accuracy and completeness.
  7. Identify opportunities for growth and expansion within the trust business.
  8. Handle sensitive and confidential information with the utmost discretion and professionalism.
  9. Communicate complex trust concepts and strategies to clients in a clear and understandable manner.
  10. Provide exceptional client service, addressing any concerns or issues in a timely and efficient manner.
  11. Participate in team meetings and training sessions to continuously improve knowledge and skills.
  12. Collaborate with colleagues and share best practices to enhance overall team performance.
  13. Assist in the development and implementation of trust policies and procedures.
  14. Remain organized and detail-oriented in a fast-paced environment.
  15. Adhere to bank policies and procedures, as well as regulatory guidelines.
Where is this job?
This job is located at Wilmington, DE, USA
Job Qualifications
  • Bachelor's Degree In Business Administration, Finance, Or A Related Field.

  • Minimum Of 3-5 Years Of Experience In Trust And Wealth Management.

  • Strong Knowledge Of Delaware Trust Laws And Regulations.

  • Excellent Communication And Interpersonal Skills To Effectively Interact With Clients, Colleagues, And External Partners.

  • Professional Certification Such As Certified Trust And Financial Advisor (Ctfa) Or Certified Financial Planner (Cfp) Preferred.

Required Skills
  • Financial Analysis

  • Compliance Knowledge

  • Risk assessment

  • Client Relationship Management

  • wealth management

  • Asset allocation

  • Estate Planning

  • Trust Administration

  • Tax Planning

  • Investment Strategies

  • Legal Document Review

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Work ethic

  • Interpersonal Skills

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Delaware Trust Officer II in Wilmington, DE, USA is $70,000 - $100,000 per year. Factors such as experience, education, and employer may affect the actual salary for this position.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 26th, 2025
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 

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About Bank of America

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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