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Bank Of America Trust Senior Associate - Houston TX 
United States, Texas, Houston 
87629166

29.08.2024

Job Summary:

The Trust Senior Associate (TSA) is a specialist role that has primary responsibility for assisting the Senior Trust Officer and Trust Officer in all phases of trust account/relationship servicing, fulfillment and/or administration. TSAs are trust product experts who act as an additional point of contact for clients and/or as a backup for client-facing Trust Officers.


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

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

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)