Trust Officer II (TO II), Private Bank
Dallas, Texas
To proceed with your application, you must be at least 18 years of age.
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/Trust-Officer-II--TO-II---Private-Bank_26034260-2)
Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/Trust-Officer-II--TO-II---Private-Bank_26034260-2)
Refer a friend
To proceed with your application, you must be at least 18 years of age.
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/Trust-Officer-II--TO-II---Private-Bank_26034260-2)
Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/Trust-Officer-II--TO-II---Private-Bank_26034260-2)
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!
Trust Officer II (TO II), Private Bank Regional Trust Center, Dallas, TX -
The Trust Officer II (TO II) serves as the primary relationship manager for a book of trusts, investment management, IRA and other fiduciary accounts. The role is responsible for delivering exceptional client service, ensuring compliance with fiduciary standards, administering complex trust relationships, identifying opportunities to deepen client relationships, and coordinating with internal partners to provide comprehensive wealth management solutions. Identifies opportunities for new fiduciary, investment, banking, and planning relationships. The Trust Officer works closely with Trust Senior Associate, Portfolio Managers, Wealth Strategists, and Banking partners to meet clients' evolving fiduciary, wealth and estate planning needs.
Responsibilities :
Proactively identify and harvest opportunities to deepen relationships within current client base
Meet with key clients periodically to maintain relationships and identify issues, new business opportunities, and provide trust, estate, and wealth transfer planning guidance
Proactively engage other specialists within the Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)
Fiduciary decision making
Proactively identify and resolve client issues
Document interpretation
Oversee risk management activities
Identify at-risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention
Ensure fiduciary accounts are administered in accordance with governing documents, applicable laws, regulations, and bank policies
Conduct periodic account reviews and participate in fiduciary risk discussions
Escalate and resolve fiduciary, legal, regulatory, and reputational risk issues
Oversee all administrative tasks on assigned accounts, with the support of a dedicated Trust Senior Associate
Qualifications / Desired Skills :
Fiduciary professional with CTFA, JD or related degrees preferred
3-5+ years of trust administration, estate planning, fiduciary, private banking, or wealth management experience preferred
CTFA, JD, MBA, advanced degree or trust and estate designation preferred
Key Attributes / Competencies :
Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
Initiative/proactive approach to problem solving
Creative though prudent approach to providing solutions within Bank's risk/reward profile
Excellent communication and relationship management skills; effective collaborator and team player.
Knowledge of policies, procedures, regulatory requirements
Ability to communicate, connect and deepen relationships
Skills :
Business Development
Client Management
Customer and Client Focus
Risk Management
Wealth Planning
Client Experience Branding
Client Solutions Advisory
Decision Making
Presentation Skills
Process Management
Attention to Detail
Critical Thinking
Financial Analysis
Planning
Prospecting
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.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12.pdf) " poster.
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are not a condition to Any Banking Service or Activity
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust, fiduciary and investment management services are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").
Bank of America Private Bank is a division of Bank of America, N.A.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
© 2026 Bank of America Corporation. All rights reserved.
