Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This role is responsible for client satisfaction, retention, and supporting growth of private and institutional philanthropic relationships. Ensures quality and timeliness of client service delivery. Is accountable for client satisfaction and retention; Coordinates reporting and delivery of the investment management portion of the client relationship driven by the investment partner. Supports sales activity as needed, providing administrative and specialized subject matter expertise; managing existing relationships in accordance with Fiduciary standards. May occasionally attend in person client meetings. The Philanthropic Officer is responsible for managing risk within the book of business and maintaining current knowledge of developing trends in philanthropy as well as policies and protocols germane to Philanthropic Solutions. Responsible for philanthropic project tasks; drive and own problem solving and resolution; participates in LOB task forces and work groups providing peers with skilled advice.
Skills:
- Account Management
- Active Listening
- Analytical Thinking
- Relationship Building
- Adaptability
- Client Experience Branding
- Client Management
- Decision Making
- Executive Presence
- Referral Management
Minimum Education Requirement: Null
Shift:
1st shift (United States of America)
Hours Per Week:
40
