Philanthropic Officer, Private Bank

Bank of America

. Perform service and fulfillment activities to meet Philanthropic Solutions client needs and expectations .

Posted 9/18/2026full-timeDallas • Missouri • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in philanthropic solutions and fiduciary administration, with strong analytical skills and the ability to manage client relationships effectively. Proficient in compliance and regulatory matters, with a focus on enhancing client satisfaction and engagement in the non-profit sector.

Highest-signal resume keywords

Philanthropic Solutions ExpertiseFiduciary Administration KnowledgeMicrosoft Office Suite ProficiencyRelationship Management ExperienceAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Philanthropic AdministrationGrantmaking AdministrationCompliance KnowledgeFinancial AnalysisTime ManagementProblem SolvingInitiative TakingAttention to DetailAccount SetupMoney Movement Activities

Soft Skills

Effective CommunicationTeam CollaborationInterpersonal SkillsOrganizational SkillsDecision Making

Tools & Technologies

MicroEdge GiftsPACE Systems

Certifications & Qualifications

BA/BS DegreeHigh School Diploma / GED

Industry Keywords

Non-Profit AdministrationCharitable EngagementFiduciary BankingFinancial ServicesCharitable Entities

Tech Stack

Tools & technologies

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About the role

Key responsibilities & impact

Perform service and fulfillment activities to meet Philanthropic Solutions client needs and expectations
Act as a philanthropic product set expert and additional point of contact for clients or backup for client-facing relationship managers
Perform administrative duties for a breadth of philanthropic giving vehicles
Provide high-level administrative support, including daily money movement activities, account setup, ongoing administrative reviews, system updates, grantmaking administration, and compliance and regulatory matters
Communicate by phone and email with clients, Private Bank partners, lines of business, accountants, and attorneys
Review and analyze trust and financial information, react accordingly, and prioritize appropriately
Recommend products and service requests to leadership to enhance client satisfaction and experience
Identify new business and deepening opportunities from the existing book of business

Requirements

What you’ll need

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
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
High School Diploma / GED / Secondary School or equivalent

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
In-office culture supporting collaboration, engagement, and career development