Bank of America
The Trust Officer II serves as the primary relationship manager for a book of trusts, investment management, IRA, and other fiduciary accounts within the Private Bank Regional Trust Center. The role focuses on delivering exceptional client service, ensuring compliance with fiduciary standards, and administering complex trust relationships while identifying opportunities to deepen client relationships. The position involves coordinating with internal partners to provide comprehensive wealth management solutions and addressing evolving fiduciary, wealth, and estate planning needs.
Headquarters
Charlotte, North Carolina, United States
Company Size
10001+ employees
Founded
1968
Bank of America is a leading financial services company offering banking, credit cards, loans, and Merrill Investing. Its mission is to help make financial lives better through the power of every connection. The bank emphasizes accessible, customer-focused financial tools and a broad suite of services for individuals and businesses.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Bank of America.
Bank of America didn’t post a salary, so this is our estimate from similar listings.