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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...
Developing a book of business in order to meet and exceed the required performance hurdles. Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate...
Manages an extensive portfolio of complex clients and prospects with annual revenues of $5-50 million and helps companies save, borrow, and invest for their current and future needs. Acquires, deepens,...
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...
Ensures data is accurate, complete, and fit for performing data analyses through various testing procedures and data controls which help to identify business insights fit for purpose for a particular...
Oversee completion of investment policy statement. Act as a technical/industry expert in managing complex individual and family client relationships for clients who desire a sophisticated investment program, including, manager selection,...
from Academy managers who are invested in your success. by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. (63 & 65 accepted, in...
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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