Trust Senior Associate (TSA), 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!

Trust Senior Associate (TSA), Regional Trust Center, Private Bank, Dallas -

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 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

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

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

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