Senior Private Bank Trust Advisor

Bank of America; Dallas (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

Bank of America in Dallas seeks a Trust Senior Associate to provide administrative and account servicing for fiduciary clients within Private Bank. You will act as a product expert, support trust transactions, and assist other service associates daily.

Ideal candidates have 3–4 years at a financial institution serving high-net-worth clients, with trust administration experience preferred. A BS/BA in Business, Finance, Economics or Law is desirable.

Qualifications

• Minimum of 3-4 years of experience with a financial institution focusing specifically on high net worth client service required.
• Trust administration experience desired
• BS/BA degree in Business, Finance, Economics or Law desired

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 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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Dallas seeks a Trust Senior Associate to provide administrative and account servicing for fiduciary clients within Private Bank. You will act as a product expert, support trust transactions, and assist other service associates daily.

Ideal candidates have 3–4 years at a financial institution serving high-net-worth clients, with trust administration experience preferred. A BS/BA in Business, Finance, Economics or Law is desirable.