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
35 jobs found
30.03.2025
BOA
Bank Of America Senior Trust Officer United States, Texas, Dallas
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...
Identifies client needs and recommends solutions when fraud has been identified. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, exception...
Identify potential commercial clients through market research, industry networks, referrals, and events. Develop and execute a strategic prospecting plan to build and maintain a robust pipeline of new business opportunities....
Leads the Client Process Management Process within the client team to identify new business development opportunities. Sources new clients in alignment with the bank's established risk appetite. Leads the client...
3+ years of solid experience in commercial credit underwriting, financial analysis and commercial loan portfolio management. 3+ years of financial accounting, financial modeling or loan structuring. Commercial credit training in...
Use full keyboard and numeric pad. Enter data based on customer instructions and screen prompts. Acknowledge out of balance transactions. Complete all tasks by customer’s specified deadlines. Communicate computer system...
Reviewing division orders and confirming account ownership interest. Working with internal departments to set up new accounts, new assets and properties, and new wells. Working with internal departments to take...
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...
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