Trust Officer III
Location: San Antonio, TX Open
Position Number: 16123
Job Status: Full Time
TRUST OFFICER III
Responsible for trust product fulfillment and day-to-day account administration in concert with the Private Bank relationship development plan. Administers a book of trust accounts, typically of a larger and more complex nature. Maintains knowledge of fiduciary law, regulatory and compliance requirements, estate and tax planning. Serves as fiduciary advisor to Relationship Managers. Accountable for growing revenues within the fiduciary specialist team. Working knowledge of fiduciary and investment services offered by the PB as well as some credit and banking. Acts as the senior subject expert to the Market Executive and PB team. Controls and minimizes risks through proactive behavior and proven knowledge of fiduciary compliance and risk. Non-licensed associate.
Minimum 10 years of personal trust administration experience with at least 5 + years of proven leadership experience of a trust team is required. Demonstrated advanced working knowledge of bank personal trust policies/compliance and procedures, related products and documentation related to complex trusts. JD, CPA, legal studies related to trust, and/or trust school required. Demonstrated oral, written, and presentation communication skills. Is able to work in a multi-task environment while demonstrating teamwork with other associates. Is computer literate. Only those meeting the minimum qualifications for this position will be considered and contacted.
If you meet or surpass these criteria please e-mail or fax Your resume with cover letter:
Bank of America is an EOE, M/F/D/V.