Trust Officer jobs in Florida

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Senior Trust Officer
  • Bank of America
  • Winter Park, FL FULL_TIME
  • Job Description:

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

    One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

    Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
     

    Job Description:

    The Senior Trust Officer (STO) maintains a trust book and is a seasoned Trust Officer in the market. STO works closely with local Private Bank teams to achieve strategic objectives of PWM market overall. The STOs primary responsibility is the administration and business development of the IM&T book. The STO will have a complex book of business and will be expected to deepen his or her relationships through estate and financial planning. STO leads, and is accountable for, trust product sales and working with MTE, MTTL or TTL to assure trust product awareness and education of clients and Private Bank associates in market. Responsible for the STO books management of fiduciary risks and trust policy adherence. Well-respected internally and externally with proven ability to partner effectively.

    • Partner with PCAs to drive business development / close new Trust business in prospecting activities
    • Proactively identify and harvest opportunities to deepen relationships within current client base
    • Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice
    • Proactively engage other specialists within Bank of America’s Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)
    • Proactively identify and resolve client issues
    • Engage in high level trust administration; oversee all administration activities
    • Document interpretation
    • Oversee risk management activities
    • Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention
       

    Requirements:

    • Bachelor’s Degree and a minimum of 5 years of trust administration and estate planning experience, preferred.
    • Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred.
       

    Key attributes / competencies:

    • Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
    • Initiative/proactive approach to problem solving
    • Creative though prudent approach to providing solutions within Bank’s risk/reward profile
    • Ability / drive to “ask for the order” to close sales
    • Good people/partner communication skills / team player
    • Knowledge of policies, procedures, regulatory requirements
    • High level of savvy and sophistication re: high net worth clients’ concerns / issues
    • Ability to communicate and connect with high net worth clients

    Shift:

    1st shift (United States of America)

    Hours Per Week: 

    40
  • 8 Days Ago

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C&I Banking Officer
  • Republic Bank & Trust Co
  • Petersburg, FL FULL_TIME
  • “Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a c...
  • 24 Days Ago

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Assistant Banking Officer II
  • Republic Bank & Trust Company
  • Saint Petersburg, FL FULL_TIME
  • “Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a c...
  • Just Posted

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Assistant Banking Officer II
  • Republic Bank & Trust Co
  • Petersburg, FL FULL_TIME
  • “Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a c...
  • 1 Day Ago

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Mortgage Loan Officer
  • United Trust Bank LLC
  • Apollo, FL FULL_TIME
  • United Trust Bank is committed to taking care of our customers financial needs and providing solutions that are tailored to those needs. We are devoted to exceptional service helping our neighbors, lo...
  • 2 Months Ago

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High Net Worth Multifamily Trust Officer
  • VALiNTRY
  • Winter Park, FL FULL_TIME
  • We are currently in search of candidates to fulfill the role of a Trust Officer within our established organization. As a Trust Officer, your responsibilities will encompass overseeing the administrat...
  • 9 Days Ago

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Trust Officer
  • Peak Trust Company
  • Anchorage, AK
  • Trust Officer Location: Anchorage, AK Reports to: Fiduciary Team Manager Employment Type: Full-time, in office Overview:...
  • 3/28/2024 12:00:00 AM

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Trust Officer
  • Balance Staffing Company
  • Fremont, CA
  • We have an immediate opening for a Senior Trust Officer in Fremont, CA. Position Overview Under the supervision of the V...
  • 3/27/2024 12:00:00 AM

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Trust Officer
  • Westport One
  • Mooresville, NC
  • Trust Officer My client is looking for an experienced trust officer that has administered trusts, worked directly with c...
  • 3/26/2024 12:00:00 AM

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Trust Officer
  • State Bank of Graymont
  • Pontiac, IL
  • Company Description State Bank of Graymont is a banking company based out of Graymont, IL with locations in Pontiac, Che...
  • 3/25/2024 12:00:00 AM

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Trust Officer
  • Sepio Capital
  • Jackson, WY
  • Sepio Trust Company (“STC”), a newly chartered trust company based in Jackson Hole, Wyoming, is seeking an experienced a...
  • 3/25/2024 12:00:00 AM

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Trust Officer
  • Bank of Clarke
  • Winchester, VA
  • Position Purpose Responsible for performing client service and administration for an assigned group of trust and investm...
  • 3/25/2024 12:00:00 AM

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Trust Officer
  • Westport One
  • Laramie, WY
  • Trust Officer Our client is looking for a traditional trust officer that can administer trusts, settle estates, while pr...
  • 3/25/2024 12:00:00 AM

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Senior Trust Officer
  • San Pasqual Fiduciary Trust Company
  • No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Senior Trust Of...
  • 3/24/2024 12:00:00 AM

Florida (/ˈflɒrɪdə/ (listen); Spanish for "land of flowers") is the southernmost contiguous state in the United States. The state is bordered to the west by the Gulf of Mexico, to the northwest by Alabama, to the north by Georgia, to the east by the Atlantic Ocean, and to the south by the Straits of Florida. Florida is the 22nd-most extensive (65,755 sq mi or 170,300 km2), the 3rd-most populous (21,312,211 inhabitants), and the 8th-most densely populated (384.3/sq mi or 148.4/km2) of the U.S. states. Jacksonville is the most populous municipality in the state and the largest city by area in th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Officer jobs
$72,560 to $103,325