Trust Senior Associate

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. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed build a career and contribute to our shared success. This includes attracting and developing exceptional talent recognizing and rewarding performance and supporting our teammates physical emotional and financial wellness through affordable competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service community college education or a wide range of work and life experiences. These journeys foster resilience leadership and innovation strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration engagement and career development. Our approach includes clear in-office expectations while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America you can build a successful career with opportunities to learn grow and make an impact. Join us!

Job Description:

This job is responsible for providing administrative and account servicing activities for fiduciary and trust client relationships. Key responsibilities include serving as a trust product expert helping to identify opportunities for expanded product penetration in existing books of business and supporting administrative client account/relationship servicing. Job expectations include acting as an additional point of contact to clients and supporting other service associates as needed.

Responsibilities:

Supports Trust and Estate Officers with administrative and account servicing activities for fiduciary and trust clients while applying knowledge of trust products to support the execution of client transactions

Serves as an additional point of contact to clients and/or as backup for the Trust Officers servicing account questions and resolving service issues including investment management and trust accounts money movement discretionary actions resolving compliance metrics exceptions Client Maintenance Tool updates

Identifies new business opportunities for expanded penetration of Private Bank capabilities within the clients current book of business while assisting other service associates as needed

Coordinates the internal delivery of trust services through the appropriate channels within the Fiduciary Services and/or Trust Operations groups

Partners with the Trust office on general day-to-day administration functions for maintaining investment management and trust accounts

Qualifications:

• Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales
• Trust administration experience desired
• BS/BA degree in Business Finance Economics or Law desired

Skills:

Active Listening

Adaptability

Attention to Detail

Emotional Intelligence

Prioritization

Collaboration

Critical Thinking

Decision Making

Oral Communications

Written Communications

Drives Engagement

Innovative Thinking

Mentoring

Networking

Problem Solving

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

Hours Per Week: