Settlement Officer I, Estate

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!

Settlement Officer I, Estate Settlement, Private Bank -

Accountable for administering modest book of smaller and/or uncomplicated probate estates and/or terminating trusts requiring technical experience and knowledge in estate and trust administration. Responsible for assisting senior officer(s) with the administration of more complex matters. Responsible for coordinating information with external partners (Attorneys and CPAs), and internal support partners (Tax, Compliance, Real Estate, BITS, etc.) to ensure accurate, timely and efficient administration, and to manage risk. Participates in sales calls as needed, offering Settlement expertise. Will involve responsibility for coaching, developing, and mentoring Settlement Administrators. Maintains high quality communications with beneficiaries, with focus on client satisfaction and asset retention. Non-licensed associate.

Skills:

• Account Management
• Collaboration
• Customer and Client Focus
• Oral Communications
• Written Communications
• Attention to Detail
• Decision Making
• Prioritization
• Project Management
• Risk Management
• Active Listening
• Client Management
• Process Simplification
• Referral Identification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

Hours Per Week: