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National Trust Service Director

Houston, Texas

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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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

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.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

Group leader within National Trust Services. Responsible to lead respective National Trust Services group to consistently drive trust growth and an outstanding client experience. Partner with respective National Trust Services Executive to drive the trust strategy, comply with all regulatory and fiduciary standards, and act in compliance with all regulations, policies and procedures. Responsible for identifying, training, and developing strong talent, establishing and monitoring performance goals, coaching associates, and recognizing and rewarding performance results. Builds strong relationships with peers, team members, internal support areas and other business units.

The National Trust Director is the lead contact to several Plans overseeing $90B+ in trust assets. The position entails managing and overseeing the operations/reporting of the Plans ensuring that it functions in accordance with the Plan document, legal and regulatory requirements. Supports and coordinates related trust activities with internal/external business partners (i.e., human resources, investment partners, recordkeepers, auditors, attorneys, finance, etc.) and assists in completing key tasks and deliverables associated with critical projects. Key responsibilities include supporting improvements to the bank’s ability to manage, control and mitigate fiduciary risk while collaborating closely with team members to drive consistency in approach and results. Job expectations include overseeing an employee base of ten employees, implementing the companies’ goals/directives, assisting in the administration of trust accounts, having knowledge of standards of management, internal policies and procedures and revenue/expense allocation. Job responsibilities support various employee benefit plans inclusive of defined benefit, defined contribution, non-qualified and VEBAs.

Managerial Responsibilities:

This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

+ Opportunity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company Great Place to Work goals.

+ Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.

+ Enterprise Advocate & Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.

+ Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.

+ People Manager & Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.

+ Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability.

+ Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.

+ Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage.

Desired Qualifications:

+ CEBS Certification a plus

+ Proficient in EXCEL, Word, and Outlook

+ Management or significant Team Lead experience

Required Qualifications:

+ Employee Benefit (ERISA) experience

+ Formal Accounting experience

+ Securities knowledge

Skills:

+ Business Acumen

+ Client Management

+ Decision Making

+ Strategic Thinking

+ Talent Development

+ Customer and Client Focus

+ Leadership Development

+ Performance Management

+ Risk Management

+ Strategy Planning and Development

+ Coaching

+ Inclusive Leadership

+ Planning

+ Problem Solving

+ Relationship Building

Minimum Education Requirements:

Bachelors Degree in related field

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.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

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.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

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.