Trust Senior Associate 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
43 jobs found
14.04.2025
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 excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
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...
Either individually or working with Portfolio Manager(s), establish and execute a risk-based coverage plan for specificportfolio(s). CoveragePlan to include, at a minimum, examinations, transaction reviews, risk assessments and issue management....
Bachelor's degree, or equivalent work experience. (Fiduciary and Banking Relationship Managers) Five or more years of wealth management experience in the financial services industry. (Investment Relationship Manager) Seven or more...
Preparation of net income projections and fair market value appraisals (in-house or third party);. Proficient with utilizing PHDWin reserve and economic software, excellent Microsoft Office skills, presentation skills and communication...
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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