Philanthropic Officer; PO), Private Bank

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. 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…