Bank of America Trust Relationship Officer I - Dallas, TX in Dallas, Texas

Job Description:

Business Overview

U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.

U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.

Job Description

Responsible for trust and investment management for a less complicated book of accounts within Centralized Trust Administration. Primary responsibilities include trust product fulfillment, end-to-end processing, welcome calls for migrating and new accounts, client connections, proactive letters/cards, discretionary processing, complex research, fee processing, monitoring initial funding and investments for new/split accounts and participation in client focus meeting planning and presentation sessions. Individual may work under the guidance of CRT Team Leader or FSO. Typically has 2 or more years of Personal Trust Administration or related experience. Non-licensed associate.

Trust Relationship Officers focus on serving the trust and fiduciary needs of affluent clients, as a single point of contact and will be responsible for interfacing with the client as required by the fiduciary relationship assigned. The role will have responsibilities including both ongoing administration/investment and deepening of existing relationships with the following primary objectives: Enhance the client experience by building and maintaining strong client relationships, deepening their relationships across a spectrum of needs and assist in development or referral of client solutions as needed by the client. The Trust Relationship Officer role will be service focused with requisite sales goals, primarily focused on cross penetration. The TRO will leverage support teams on client servicing needs while being the primary point of contact to the client.


3+ years work experience with proven success in personal trust role

 Solid understanding of Trust Product capabilities and enthusiastic about opportunities to serve the Trust needs of clients

 Excellent communication and written skills

 Demonstrated ability to communicate complex issues in a clear, understandable manner

 Demonstrated accuracy and completeness in all tasks, and follows up as appropriate.

 Excellent organizational, prioritization and time management skills, detailed oriented, with good follow-up skills

 Able to develop trust, rapport and respect with clients and team members

 Develop strong interpersonal alliance and fosters collaboration among team members and business partners and supports enterprise view to support GWIM objectives.

 Computer literate with preferred capabilities to run sophisticated trust and estate software for prospect/client consulting and preparing presentation tools for prospect/client meetings.

Posting Date : 10/12/2018

Location :


  • United States

Travel : No

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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