Trust Senior Associate (TSA), Private Bank

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

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!

Trust Senior Associate (TSA), Private Bank, Atlanta, GA

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.

• 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

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

• 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

For internal employees: participation in a work from home posture does not make you eligible to post.

Shift: 1st shift (United States of America)

Hours Per Week: 40

Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure.

Pay Transparency - https://careers.bankofamerica.com/en-us/pay-transparency

Privacy Statement - https://careers.bankofamerica.com/en-us/privacy-notice