Senior Private Bank Trust Advisor

Bank of America; Atlanta (GA); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking a Trust Senior Associate in Atlanta to manage administrative and account servicing for fiduciary and trust clients. You will support trust products, serve as a client contact, and help identify opportunities to expand Private Bank capabilities within existing books of business.

The role requires at least 4 years of experience in high net worth private banking, with trust administration experience preferred.

Qualifications

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

Responsibilities

• Supports Trust 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 client's 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.

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

Education

BS/BA in Business

Finance

Economics

Law

Job description

Bank of America is seeking a Trust Senior Associate in Atlanta to manage administrative and account servicing for fiduciary and trust clients. You will support trust products, serve as a client contact, and help identify opportunities to expand Private Bank capabilities within existing books of business.

The role requires at least 4 years of experience in high net worth private banking, with trust administration experience preferred.