Trust Officer Ii jobs at Bank Of America in United States, Dallas
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Dallas
9 jobs found
28.06.2024
BOA
Bank Of America Trust Officer II - United States, Texas, Dallas
Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews. Supports investment management accounts...
Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews. Supports investment management accounts...
Partner with PCAs to drive business development / close new Trust business in prospecting activities. Proactively identify and harvest opportunities to deepen relationships within current client base. Meet with key...
Addresses issues in production proactively and handles complex client escalations. Prioritizes and organizes work to increase effectiveness, efficiency, and productivity. Monitors and reviews documentation requirements. Resolves peer or customer escalations...
Addresses issues in production proactively and handles complex client escalations. Prioritizes and organizes work to increase effectiveness, efficiency, and productivity. Monitors and reviews documentation requirements. Resolves peer or customer escalations...
Leads the CMP (client management process) within the client team to identify new business development opportunities. Sources new clients in alignment with established risk appetite. Leads the client team to...
Addresses issues in production proactively and handles complex client escalations. Prioritizes and organizes work to increase effectiveness, efficiency, and productivity. Monitors and reviews documentation requirements. Resolves peer or customer escalations...
Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews. Supports investment management accounts...
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