Senior Trust Officer

Overview

Bank of America is committed to building a financially stronger future by driving Responsible Growth and delivering value for clients, teammates, communities and shareholders. We foster an inclusive workplace, support wellness, and recognize performance. We also embrace a flexible, in‑office culture that balances flexibility with role‑specific requirements.

• Provide fiduciary administration support, including review of trust instruments, exercising trustee discretion, managing risk, and conducting periodic trust reviews.
• Support investment management accounts: coordinate opening and closing, handle money movements, and maintain account records.
• Engage with clients and prospects to build and transfer wealth aligned with their goals, delivering a high‑quality experience.
• Ensure compliance with regulatory and legal requirements for client accounts and portfolios.
• Identify and develop new business opportunities by pursuing relationships with existing clients and prospects.

• Minimum five years of trust administration and estate planning experience.
• Technical expertise in trust administration, fiduciary law, and estate/wealth‑transfer planning.
• Knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements.
• Ability to identify and cultivate new business opportunities with existing and prospective clients.
• Demonstrated initiative and proactive problem‑solving skills.
• Creative yet prudent approach to solutions within the bank’s risk/reward profile.
• Proven ability to close sales and meet or exceed revenue targets.
• Strong people/partner communication skills and teamwork.
• High level of sophistication regarding high‑net‑worth client concerns/issues.
• Excellent communication skills for high‑net‑worth clients.

• Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA credentials.
• Bachelor’s degree or equivalent business experience in a high‑net‑worth trust environment.

• Risk Management
• Business Development
• Client Management
• Wealth Planning
• Customer and Client Focus
• Client Experience Branding
• Client Solutions Advisory
• Process Management
• Decision Making
• Presentation Skills
• Prospecting
• Financial Analysis
• Attention to Detail
• Critical Thinking
• Planning

High School Diploma / GED / Secondary School or equivalent.

1st shift (United States of America)

40

Location:

US – IL – Chicago – 110 N Wacker Dr – Bank Of America Tower Chicago (IL 4110)

Pay range: $98,100.00 – $ annualized salary, based on experience, education and skill set.

Discretionary incentive: eligible for the annual discretionary plan.

This role is eligible for benefits, including industry‑leading benefits, paid time off, resources and support to help employees make a genuine impact.