Senior Philanthropic Officer (SPO), Private Bank

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!

Senior Philanthropic Officer (SPO), Private Bank -

This role is responsible for client satisfaction, retention, and supporting growth of Private Bank philanthropic client relationships. Ensures quality and timeliness of client service delivery. Is accountable for client satisfaction and retention; Coordinates reporting and delivery of the investment management portion of the client relationship driven by the investment partner. Supports sales activity as needed, providing administrative and specialized subject matter expertise; managing existing relationships in accordance with Fiduciary standards. May occasionally attend in person client meetings. The Philanthropic Officer is responsible for managing risk within the book of business and maintaining current knowledge of developing trends in philanthropy as well as policies and protocols germane to Philanthropic Solutions. Responsible for philanthropic project tasks; drive and own problem solving and resolution; participates in LOB task forces and work groups providing peers with skilled advice.

Qualifications -

The qualified candidate must possess 3-4 yrs of strong current Private Bank experience supporting and managing client relationships.

Skills:

• Account Management
• Active Listening
• Analytical Thinking
• Relationship Building
• Adaptability
• Client Experience Branding
• Client Management
• Decision Making
• Executive Presence
• Referral Management

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