About The Role

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Philanthropic Officer (PO), Private Bank, Dallas, TX -

Responsible for performing service and fulfillment activities to meet Philanthropic Solutions client needs and expectations. Philanthropic product set expert who acts as an additional point of contact for clients and/or as a backup for client-facing relationship managers. Provides high level administrative support to client facing relationship managers including day to day transaction processing. These duties include but are not limited to UPIA reviews, administrative account reviews/exceptions, end-to-end processing for new account on-boarding and account splits and other compliance and regulatory matters as assigned. Also responsible for identifying new business opportunities from existing book of business. Non-licensed associate.

Job Description

The Philanthropic Solutions group at Bank of America’s Private Bank delivers expertise and a comprehensive suite of investment and management services to help individuals and institutions build and sustain their charitable missions. Serving in a trustee or agency capacity for private foundations, endowments, split-interest trusts and donor-advised funds, the Philanthropic Solutions team provides strategic advice and planning to help clients fulfill their mission more effectively, asset management services and solutions to help align and achieve financial and charitable objectives, and administration and record-keeping services to simplify donors’ administrative burden.

Job Responsibilities

Responsible for performing service and fulfillment activities to meet Philanthropic Solutions client needs and expectations.
Philanthropic product set expert who acts as an additional point of contact for clients and/or as a backup for client-facing relationship managers.
Performs administrative duties for a breadth of philanthropic giving vehicles.
Provides high level administrative support to client facing relationship managers including day to day transaction processing. These duties include but are not limited to daily money movement activities, account set up and ongoing administrative reviews, system updates, grantmaking administration, and other compliance and regulatory matters as assigned.
Proactively communicates via phone and e-mail directly with clients, Private Bank partners and various lines of business, as well as external resources - accountants or attorneys, who are related to the client relationships as part of day-to-day management.
Reviews and analyzes trust/financial information, reacts accordingly, and prioritizes as appropriate.
Provides recommendations to leadership of products and service requests that may enhance client satisfaction and experience. Also responsible for identifying new business and deepening opportunities from existing book of business.

Requirements

BA/BS Degree Desired
2-5 years of institutional philanthropic, non-profit administration, fiduciary banking, or financial services experience required
Passion for the non-profit sector and charitable engagement
Superb and effective communication skills
Excellent ability to work in fast paced and collaborative team environment as well as independently problem solve and make decisions that impact clients and partners
Strong analytical skills with high attention to detail and accuracy
Excellent organizational, prioritization and time management skills
Ability to take initiative and proactively follow up and follow through skills
Ability to operate with a high level of autonomy
Develop strong interpersonal alliance and fosters partnerships among team members and business partners and supports enterprise view to support GWIM objectives.
Significant knowledge of the legal, tax, investment, and compliance aspects of fiduciary administration
Microsoft Office Suite knowledge required

Desired Skills

Experience working with MicroEdge Gifts and PACE systems
Relationship management experience working directly with non-profit organizations, boards and/or UHNW clients
Established knowledge of all types of charitable entities.

Skills

Account Management
Attention to Detail
Collaboration
Data Collection and Entry
Prioritization
Active Listening
Business Acumen
Client Experience Branding
Relationship Building
Financial Analysis
Financial Processing
Recording/Organizing Information
Referral Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees: participation in a work from home posture does not make you eligible to post.