Bank of America · 16 hours ago
Delaware Trust Officer II
Wilmington
Full-time
Onsite
Mid LevelBank of America is committed to helping make financial lives better through connections and responsible growth. The Delaware Trust Officer II will maintain a trust book of fiduciary and investment management accounts while collaborating with national Private Bank and Financial Advisors teams to achieve strategic objectives in Private Wealth Management.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
The Delaware Trust Officer II (Delaware TO II) maintains a trust book of fiduciary and investment management accounts
The Delaware TO II works closely with national Private Bank and ML Financial Advisors teams to achieve strategic objectives of the Private Wealth Management markets overall
The Delaware TO II's primary responsibilities are the administration of the Delaware IM&T book, as well as, working with the client teams to facilitate Delaware Trust Book growth
The Delaware TO II works with the Private Client Advisors/Client Team or ML Financial Advisors and/or national MTE, MTTL or TTL to assure trust product awareness and education of clients and Private Bank associates in the markets
Responsible for the Delaware TO II book, management of fiduciary risks and trust policy adherence
Must have the ability to partner effectively
Qualification
Required
High School Diploma / GED / Secondary School or equivalent
Ability to partner effectively
Management of fiduciary risks and trust policy adherence
Preferred
CTFA preferred
Account Management
Analytical Thinking
Attention to Detail
Client Management
Customer and Client Focus
Active Listening
Collaboration
Critical Thinking
Prioritization
Relationship Building
Mentoring
Oral Communications
Organizational Effectiveness
Problem Solving
Written Communications
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
Founded in 1998
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
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Company data provided by crunchbase