Description
Primary responsibility for providing advice, guidance and training to Private Bank account teams and centralized units on technical fiduciary issues in support of sales efforts and administration processes across a fiduciary book of accounts within BANA's risk profile.
Assist account officers with exercise of fiduciary discretion and review of new business opportunities. Responsible for providing early intervention on fiduciary problems and risk matters.
Serves as primary resource for comprehensive fiduciary and technical advice relating to the administration of Private Bank fiduciary accounts.
In-depth knowledge of the following areas : general fiduciary law and principles, trust and wealth transfer techniques, and federal and state laws / regulations pertaining to fiduciaries.
Desired Qualifications :
- 5+ years’ experience as a practicing Trusts & Estates lawyer in private practice and / or time employed by a Bank, Private Wealth Management firm or Trust Company
- Experience working with trust officers / fiduciary specialists and making fiduciary related risk-reward decisions
- Demonstrated ability to intelligently and persuasively articulate positions and influence decision makers and management on all levels as well as COIs and other external partners
- Technical expertise in areas of fiduciary, planning, tax regulatory, legal and compliance
- Strong ability to work in partnership with other functions / roles, including Legal and Risk
- Understanding of when to escalate matters Skills :
- Advisory
- Advisory
- Critical Thinking
- Decision Making
- Interpret Relevant Laws, Rules, and Regulations
- Problem Solving
- Collaboration
- Customer and Client Focus
- Executive Presence
- Policies, Procedures, and Guidelines
- Relationship Building
- Adaptability
- Attention to Detail
- Coaching
- Prioritization
- Written Communications
Minimum Education Requirement :
High School Diploma / GED / Secondary School or equivalent
Education Requirements or Certifications :
Desired Education and Designations :
B.A. or B.S. (four-year undergraduate degree) and J.D. degree.
Attorney licensed to practice law in at least one U.S. jurisdiction; familiarity with the Uniform Trust Code and general fiduciary laws and principles.
Shift :
1st shift (United States of America)
Hours Per Week :
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